@RepPatHarrigan @FCC So please shut down your home router cause I’m pretty certain it’s foreign made. Do what you say. Without your home router, it also potentially helps reduce the ridiculous post from you.
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DetectiveCapital
96 posts
Every router running foreign software in an American home or business is a potential entry point for an adversary into our communications infrastructure.
The @FCC made the right call banning them, and frankly it should have happened sooner.
Brendan Carr@BrendanCarrFCC
Today, the FCC took additional action to safeguard Americans and the communications networks we rely on. The FCC added consumer routers produced in foreign countries to the agency’s Covered List. This action follows a national security determination provided by Executive Branch Agencies. The Executive Branch determination noted that foreign-produced routers (1) introduce “a supply chain vulnerability that could disrupt the U.S. economy, critical infrastructure, and national defense” and (2) pose “a severe cybersecurity risk that could be leveraged to immediately and severely disrupt U.S. critical infrastructure and directly harm U.S. persons.” This action means that new models of foreign-produced routers will no longer be eligible for marketing or sale in the U.S. The determination included an exemption for routers that the Department of War (DoW) or the Department of Homeland Security (DHS) have granted “Conditional Approval” after finding that such device or devices do not pose such unacceptable risks. Producers of consumer-grade routers are encouraged to submit an application for Conditional Approval using the guidance attached to the determination.
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@BrendanCarrFCC Ridiculous, which router is not foreign made?
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Today, the FCC took additional action to safeguard Americans and the communications networks we rely on.
The FCC added consumer routers produced in foreign countries to the agency’s Covered List.
This action follows a national security determination provided by Executive Branch Agencies.
The Executive Branch determination noted that foreign-produced routers (1) introduce “a supply chain vulnerability that could disrupt the U.S. economy, critical infrastructure, and national defense” and (2) pose “a severe cybersecurity risk that could be leveraged to immediately and severely disrupt U.S. critical infrastructure and directly harm U.S. persons.”
This action means that new models of foreign-produced routers will no longer be eligible for marketing or sale in the U.S.
The determination included an exemption for routers that the Department of War (DoW) or the Department of Homeland Security (DHS) have granted “Conditional Approval” after finding that such device or devices do not pose such unacceptable risks.
Producers of consumer-grade routers are encouraged to submit an application for Conditional Approval using the guidance attached to the determination.
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the sports betting markets (they're not "prediction" markets) have to be banned. there is no other way.
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@MartinShkreli @XTownSquareX why? its a zero sum game, just a transfer of wealth, i dont see much harm to society, no value is being destroyed
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DetectiveCapital 리트윗함
24 dedicated people.
$30M spent on development.
Extreme specialization, speed, and power efficiency.
Today we launch Taalas’ first product. Check it out:
Details: taalas.com/the-path-to-ub…
Demo chatbot: chatjimmy.ai
API: taalas.com/api-request-fo…
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Interesting that Klarna have an ad for the earnings they posted today.
$KLAR
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$PLTR's 10K mentioned that Alex Karp’s total expenses related to Executive Aircraft in 2025 were 17.2M. In contrast, $UI's Robert Pera had variable expenses related to private jets of 630,709. The “variable expenses” mentioned here refer to fuel, landing and parking fees, etc., and do not include pilot salaries, hangar costs, insurance, and other expenses. According to the data on this website, guardianjet.com/jet-aircraft-o…, the variable cost per hour is roughly 6,000–7,000, which means Robert Pera flew only about 100 hours in total over the year. No wonder Grizzlies fans complain that they never see the team owner at home games, because he really didn’t waste time flying over to watch the games.
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Congratulations. However I think the move that Leonard Green takes MCW private is not a good thing for the public investors. For example, if the stock keeps getting lower after your purchase and to $4 per share and they announced $5 per share to go private, you have no choice but to take the loss. I'm glad you will make profit on this one, but it's not a good news for many who bought above $7.
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I took some time to write at blog•rchase•com about my journey as an investor.
I went from no-investing, to day trading, to 401K'ing, to losing $108K in a scam, to real estate, to index funds...
And now I don't do any of that, all I own is 4 stocks that I plan to hold 5+ years.
I'll never own more than 5 stocks at a time.
Very undiversified.
$MCW went private today at $7/share, I bought it at $5.41 5 months ago so +30%.
The stocks I bought were all at really big lows with big risks ahead for the businesses... at least that was or is the market consensus.
But after I did a lot of study for each, listened to every founder/CEO interview I could find, tried to understand the financials, and trusting in my own experience with their products, I decided I disagreed with the investor consensus, so I placed big bets.
My framework for picking the stocks:
• Founder/CEO has meaningful ownership, competent management of the business
• Business model is easy to understand - they make a product or provide a service
• Stock is down a lot due to investor fears that I believe are overblown, multiple is fair value
• I personally use the products and love the brand
• Low perceived downside, the stock is resting at a low point that has been maintained for long periods of time in the past
• I bet big otherwise it's not worth my time
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Market manipulation won't end well, $UI up 10%+ for consecutive two days.
DetectiveCapital@cloudetective
Folks in Hunterbrook are desperate, they will burn themselves by shorting Ubiquiti.
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@SammyKoppelman Thanks for doing free promotion for Ubiquiti. The shorting is really unsuccessful from Hunterbrook.
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This has to be in the hall of fame for DOJ pictures
Hunterbrook@hntrbrkmedia
Sean Combs, known as P. Diddy, also appears to have used Ubiquiti equipment. Here: a DOJ image of what Hunterbrook has identified as a Ubiquiti device, just feet away from his notorious collection of baby oil and sex toys.
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@SammyKoppelman @PabloTorre ugly, boring and disgusting coordinated short attack.
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Went on the news this morning to ask the question: Will the NBA care as much about Robert Pera’s products enabling Russia’s war in Ukraine as it does Ja Morant showing off guns on Instagram?
So far, haven't heard anything from the NBA. Have you, @PabloTorre?
Hunterbrook@hntrbrkmedia
BREAKING: Grizzly Affair — American tech company’s networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti, $UI, a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in 2012.
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@PabloTorre Cause you are not presenting facts. You keep saying they made a lot of money selling things to Russian. However UISP line only accounts for 10% of revenue and devices purchased by Russian should be even smaller, I don’t think it will be more than 1%.
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I'm heartened by how much the Internet has been talking about this story. Which is why it's worth noting that despite various requests for comment:
Robert Pera, Ubiquiti, the Memphis Grizzlies, the NBA, and Adam Silver have all said absolutely nothing.
Pablo Torre Finds Out@pablofindsout
NEW INVESTIGATION: Memphis Grizzlies owner Robert Pera's technology is powering Russia's drone war on Ukraine and is linked to what the UN calls "crimes against humanity," according to an undercover @hntrbrkmedia report.
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@SammyKoppelman I know you are desperate by shorting Ubiquiti. A friendly reminder: be sane.
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when you publish a story on something like sanctions, you really never know if anyone is going to care. incredible to see how far and wide this has traveled already. keep sharing.
Hunterbrook@hntrbrkmedia
BREAKING: Grizzly Affair — American tech company’s networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti, $UI, a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in 2012.
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Folks in Hunterbrook are desperate, they will burn themselves by shorting Ubiquiti.
Hunterbrook@hntrbrkmedia
BREAKING: Grizzly Affair — American tech company’s networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti, $UI, a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in 2012.
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I dug into $SRAD while researching sports data distributors, and I spent New Year’s Eve going line-by-line through their 2024 annual report. I came away thinking there’s an accounting presentation here that looks pretty ugly and worth flagging.
At a high level, Sportradar’s core business model is straightforward: it buys data rights from sports leagues (e.g., the NBA) and then resells/distributes that data to downstream customers, mostly the betting operators. The issue is how those long-term data rights licensing costs show up in the financials.
These rights deals are typically long-duration contracts. Think something like an 8-year, $800M agreement. Under IFRS, when an intangible asset is acquired with payments spread over time, the accounting effectively splits the economics into two components. First, the contract is recorded at the present value of the future minimum payments. Using a simple example: if the $800M of contracted payments discounts to $700M today, that $700M gets capitalized on the balance sheet as an intangible asset and amortized over the contract term. The remaining $100M isn’t “extra” in economic terms, it’s the unwinding of the discount over time, recognized as interest expense on the associated rights payable.
Economically, the company still pays the full $800M in cash. But on the income statement, part of that cash outlay flows through amortization, while the rest is routed through interest expense.
Here’s where it gets problematic: Sportradar then presents an Adjusted EBITDA metric and, quite aggressively, treats this rights-related “interest” as if it were ordinary financing interest and excludes it from Adjusted EBITDA, despite the fact that it is, in substance, part of the ongoing cost of acquiring the core product they sell (sports data rights). And they justify the presentation with the following statement:
“We present Adjusted EBITDA because our management believes that some excluded items are non-recurring in nature and this information is relevant in evaluating the results of the Company relative to other entities that operate in the same industry. Management believes Adjusted EBITDA is useful to investors for evaluating Sportradar’s operating performance against competitors, which commonly disclose similar performance measures.”
Partnering long-term with a management team that frames things this way is hard to get comfortable with.
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@CliffordSosin @CCM_Brett Doubt Munger would disagree. A quote from Poor Charlie’s Almanack. “As I have shared the observation of life with Warren Buffett over decades, I have heard him wisely say on serveral occasions - it’s not greed that drives the world but envy”
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@CCM_Brett Well from an individual perspective he’s right. It’s the “dumbest of the 7 deadly sins, it’s the only one where you never get to have any fun”. But he wasn’t thinking from a group perspective.
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Envy is the most underrated of the 7 deadly sins, because Envy is the root of ambition and ambition is the root of progress.
We owe our whole society to envy.
Prove me wrong.
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@StockPromoData A friendly suggestion: The amount paid in each event is not accurate as it double counts the data from the same promoter. e.g, for "bullseye trades", they reported the accumulated compensation rather than two different payments.
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$IMMX, a $307 million pre-revenue biopharma with $15 million in cash on its balance sheet, has paid for several stock promotion campaigns and sponsored YouTube videos in the last two months 🚩
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$CYPH is getting closer to $0.75, nature is healing.
DetectiveCapital@cloudetective
$CYPH has fully diluted market cap $720M. And they only have $163.6M worth ZCASH $ZEC. In other words, mNAV is >400%, this would imply CYPH’s “fair” value is closer to $0.75 per share rather than $3.
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