j🅰️red ficklin

called it... just knew Niantic was going to build the Magic Verse when Magic Leap was hamstrung by the pandemic. The use cases of specific location are vast.

@TS_Secrets BTW what switching does is bring you back to beginner stages meaning you aren't tempted into trying to buck that cornice like you did in your 20s 😅

@TS_Secrets Get step ins, knee pads and keep riding. I am 51, been snowboarding since I was 12. Knee pads and step ins have kept me in it. No bending over constantly saves the back, knee pads make it easy to bail in a safe way rather than try to save it for the big hurt.

I’m 43 and I only know how to snowboard. Never learned to ski. My wife says I need to switch because “you can’t snowboard forever.” But I’m not convinced. Snowboarding feels easier on my brain: • Both feet locked in • One board • Less thinking Skiing looks like too controlled with two sticks and two skis going different directions. So now I’m curious… Anyone over 40 still snowboarding? Or is my wife right and I should finally learn to ski before I break something? Disclaimer: the video isn’t me 😂

@TS_Secrets K2 Clicker system is what I use BTW. The hybrid system with its own high back. Been using them since the 90s. Love them. I can step in right of the lift without even looking these days. Rock solid feel. But laybacks are harder but at 51 they are anyway.

@LostFundamental You can't think of any other reason the price might go up....

$ASTS - This will not age well (sure it might go higher near term into a SpaceX IPO but that is noise).

Phreesia patient intakes have somehow managed outdo the worst a politburo could have come up with. Total enshitttification on what should be a simple process. Love the repeated requests for data already given lacking any relevance or context. All on a slowly loading web app.

@spacanpanman It would be a good exercise to outline what one can now do with that approval. It goes beyond turn on Satellite charge money for signals. Although that is the first bullet.

$ASTS: Judging by the replies ... 1) regular everyday investors have zero clue what FCC approval for US commercial access means to AST SpaceMobile and 2) it is NOT priced in and the resulting rally is going to be 🔥🔥🔥

brainattacktattoo.etsy.com What can I say, we liked The Bride movie!

@KalleSorbo Agreed. Snowsports went from an industry of hospitality and enthusiasts evangelizing the fun and excitement of being on the mountain to a country club model of status, annual dues, up charges and real estate plays. My Epic expired last season and I have switched to surfing.

Bills came due. The number of kids learning to ski has plummeted, and the internals at both Vail & Alterra must be apocalyptic. A reckoning was coming; they alienated their core userbase in favor of Ultra-Weathy tourism, and it killed the next generation of skiers.

@LakshmiBlsbrmni @newstart_2024 yup, trading bio-diversity for rare earth metals is an insane strategy. Complete the carbon cycle and create a thermostat for the Earth. Then build a space elevator and electrify on off world resources.

Yeah, time to undo the inconsistencies.... The most glaring hypocrisy to me is we’re ‘making the planet greener’ while mining lithium, cobalt and rare earths like there’s no tomorrow — ripping up ecosystems in the process. It’s like ‘let not the left hand know what the right hand is doing’… except the right hand is quietly undoing everything the left is trying to fix. Totally convoluted.... A do-able real-time fix is to expedite industrializing recycling.

Whitney Cummings on Joe Rogan unleashed a savage takedown of liberal hypocrisy that had everyone nodding: “I was as liberal as it gets—blue hair, rescue pitbulls, ‘everyone’s equal.’ But then it turned into diversity… except diversity of thought. We don’t believe in gender, but we need a female president? My body my choice… unless it’s a baby needing a hep B vaccine from butt sex or needles? We believe the seas are rising… but we live on the coast? Would you buy a beach house if you truly believed that?” Comics spot hypocrisy like sharks smell blood—and Whitney’s got the receipts. Still liberal, still conservative, or just allergic to inconsistency now? What’s the most glaring hypocrisy you’ve noticed lately?

@CatSE___ApeX___ @retail_mourinho Makes for great screenshots now though doesn't it.🙌🏻

@retail_mourinho Dude. $2 was hard. Holding from there to ~$90 isn’t really a bad experience.

$ASTS investors having a hard time

@nanalyzetweets @grok @techinvestoor The iPhone launched without copy and paste and for the first two years after launch most enterprises banned the iPhone from use due to security flaws. Your take would have been Apple has failed sell the stock.

@grok @techinvestoor @jaredrawk So @grok, what do you think the odds are that $ASTS actually gets 40-60 satellites into orbit this year to hit that revenue target given they've broken just about every target they've ever set?

$ASTS SpaceX won't get that valuation, that's absurd. But it will get $700 Billion which implies $500B for Starlink. And it implies that $ASTS is worth $100B+ right now.

@nanalyzetweets @techinvestoor Yes People who evaluate a stock like this by simplifying the execution story to pass fail rather than examining holistically will miss a huge opportunity.

@jaredrawk @techinvestoor With a price to sales of 1,895 and a track record of broken promises longer than the Pacific Crest Trail, would you say $ASTS is undervalued?

@nanalyzetweets @techinvestoor Do you think $asts is undervalued?

@jaredrawk @techinvestoor You completely missed the message. It's talking about people who compare market caps without a complete picture of the financials.

@nanalyzetweets @techinvestoor Well.. there is pretty good analysis on what is the connectivity vs launch part of the business. Sifting out the TAM differences between Starlink & $ASTS is definitely a little harder... looking at the Cellular market vs ISP market helps. $ASTS is undervalued.

Lots of people out there think that $ASTS and $RKLB are extraordinarily undervalued because SpaceX is worth nearly two trillion dollars. That idea has no legs whatsoever unless you have complete financials for SpaceX and can do apples to apples comparisons. Simplistic market cap comparisons tell us next to nothing. People make this mistake constantly.

The photo upload on @Bringatrailer feels a bit old fashioned and buggy. Am I doing the right thing listing my @Datsun 510 wagon here? What do y'all think? Of course they have to accept it. #datsun #datsun510 #datsun510wagon #sr20det

@DrInsensitive Funny because NASCAR just did that simplification of 6 lugs to one.

Sorry, the Flat Tax is Not Simple. A "Flat tax" means everyone pays the same income tax rate, say 10%. Simplifying the tax code this way is like simplifying my car by replacing five lug nuts with one big lugnut. The lugnuts are not the complicated part. Okay a flat 10% tax would be SLIGHTLY simpler than our current system, but varying tax rates are about 0.001% of the tax code's complexity. The other 99.999% is hiding inside that word, "Income." Some will protest. "But we will also eliminate deductions!" I certainly approve of that, but don't expect to get a simple tax code. For example: Shall we eliminate the deduction for cost of goods sold? Then all revenue becomes "Income." Shall we eliminate the deduction for wage expense? "No no, we will only eliminate the silly deductions." Okay. Is dinner for a client a silly deduction? What if I eat some too? Is research and development a silly deduction? How about advertising? How about the gasoline to drive my car to work? Is depreciation a silly deduction? Is it even possible to simplify it? How much does a car depreciate in the fourth year? Every one of these expenses, and a hundred more, require a set of rules to define when it is, and is not, a deductible expense. If we try to simplify the rules by removing them, does that mean I can deduct my gasoline expense, or not? We will need a rule to explain the missing rule. Another example: We need timing rules. Does a sale become "Income" when the customer signs the contract? When the product is delivered? When the payment arrives? You probably have an opinion, and so do I, but there is no escaping the need for a rule. Well, there is one escape. The income tax is inherently complex, because income is inherently complex. It cannot be simplified by saying, "Everyone pays 10%." The tax rate was never the complexity, which means we cannot simplify the tax code with a single rate, unless the rate is 0%.

@ashleybezamat The non-technical term is sand bagging.

$ASTS: A definitive FirstNet deal should be finalized this year, which should generate $700mm/yr (is that accurate?). If that’s the case, how do we only get to $1 billion in revenue by YE 2027 also including Golden Dome and all the MNO’s. I would expect to be closer to $1.8bn - $2bn.

@KevinLMak They don't stop at 1B when they get that 1B the market should start pricing 4B per year no? That is a longer hold. Guessing between here and there you may buy and trim several times.

$ASTS Consistent with my ongoing analysis, I've reduced my weight in ASTS from 3% to about 1.6%. The operational challenges with scaling satellite production appears to be more significant than I previously expected, and I will want to see meaningful progress on that front before getting more bullish. Either they're running into a plethora problems that they didn't anticipate, OR they're running into problems that they did anticipate and just choose to downplay it for the past 18 months. Realistically the answer is likely a little bit of both. At the end of the day, their number one job is to build and launch birds. Yes there are launch partner delays but it's the building/assembly part that's the current bottleneck. There's a real scenario that they don't have 60 birds in orbit until late 2027. I don't know what the % chance of that is, but it's not zero, and I definitely would have had said zero last year. The issue is the current ACTUAL (not guided) pacing provides zero data for an outsider to extrapolate from. And their previous guidance has been extremely wrong, so it's really hard to say "this time their guidance will be correct." I'm becoming more confident about my previous comments about this turning into an S-tier meme stock. The product seems to be more about the stock price and promises made by the company than actual operations. This is an asset to the company (and shareholders) as the volatility is dampened if bad news occurs. It ends well as long as they manage to eventually reach their goal. I still think the company gets the full constellation up, and significant revenues are likely to follow, but I want to see more metal in orbit, or a far lower stock price before I can be more constructive on the valuation being appealing. x.com/KevinLMak/stat…

@erickoester @freethinkmedia Privacy as a Virtue is a key enabler of these features. Technology & fellow humans should act like the priest. It is OK to know what you had for lunch so long as it is considered virtuous to act as if one does not to know and is constrained by that virtuosity.

@jaredrawk @freethinkmedia Technology stories like this show how quickly innovation reshapes how we live and connect online 🤖

Given all this Claude Bot, MoltBot, Ring Camera Lost Jacket stuff. Good time to drop this blast from the past on the Real Time Internet? @freethinkmedia youtube.com/watch?v=AGsafi…