Sbery

2.8K posts

Sbery

Sbery

@Sbery

Tham gia Haziran 2010
824 Đang theo dõi107 Người theo dõi
Sbery
Sbery@Sbery·
@SamAntar Sam, you sound like a first grader, yourself. Work on better quips if you want to play the troll game.
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Phillip Lyle
Phillip Lyle@philliplyle410·
Kevin has been utterly wrong for years on timing, because he has to tow the company line and always present the best positive case. He will be wrong again. $ASTS
Phillip Lyle tweet media
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FREESPEECH101
FREESPEECH101@FREESPEECH1017·
IRDM was trading at $15 and change a few months ago. Trading $30+ in after hours. Still only a 3B Market Cap with $800MM in Annual Revenues and would be arguably the last remaining chair in the Global MSS Musical Chair game. Even Amazon might be interested in it for long term symmetrical UL/DL
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Karl Golovin
Karl Golovin@KarlGolovin·
@FREESPEECH1017 why so quiet about what (and when) you think will happen with RM-11975 - Grok says 65% chance "withdrawn" by SpaceX, 20% dismissed by FCC. And. . isn't $gsat Globalstar's proprietary XCOM tech to 5X capacity/ utility of spectrum going to be "sort of a big deal?!"
Karl Golovin tweet media
😊🙃@keyboardofGeoff

@GlobalSenate the $GSAT "spectrum sleeper" valuation multiplier is the XCOM RAN frequency capacity multiplying technology being utilized in orbit on the satellite constellation spectrum just kinda like when $QCOM developed CDMA terrestrially & then "tweaked it" for @Globalstar for satellites☺️

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FREESPEECH101
FREESPEECH101@FREESPEECH1017·
@KarlGolovin One year ago, $GSAT was trading at $15 post reverse split. Why is it at $43 now?
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Don Winslow
Don Winslow@donwinslow·
Dear @realDonaldTrump Since ICE is your own private army, why not send them to fight in Iran instead of some 18 year old kid who will be maimed, disfigured and possibly killed because of your stupidity and insanity? (imo)
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Deep Value Investing
Deep Value Investing@DeepIceValue·
Im not happy to annouce this, but.. I sold my whole $UNH (breakeven) and $NVO (down 30-40%) positions to fund $META and to have more cash on the side to DCA.. While I still think $UNH and $NVO will outperform, I think $META at $520 and meta at $450 is better.. NFA..
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Finn McCool
Finn McCool@FinnMcCool100·
@Sbery @OGheidi Globalstar spectrum + Starlink satellites for web browsing via satellite.
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Finn McCool
Finn McCool@FinnMcCool100·
Globalstar providing web browsing via satellite in iPhone 18! $gsat $aapl iPhone 18 Pro: A20 Pro chip, a smaller Dynamic Island, a simplified Camera Control button, web browsing via satellite, Apple-designed C2 modem for 5G. macrumors.com/2026/03/27/app… h/t @OGheidi
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Lawrence McDonald
Lawrence McDonald@Convertbond·
The semis crowd keeps chasing Nvidia, but the real money (2026-2028) is in the energy backbone—gas plants, copper, transmission, and everything else that actually keeps these AI beasts running. Classic case of follow the power, not the processors.
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Lawrence McDonald
Lawrence McDonald@Convertbond·
Ideas for that are Working 2026 FCG Natural Gas Equities: +40% Big Tech QQQ: -9% Mag7 MAGS: -16% Bloomberg
Lawrence McDonald tweet media
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Sbery
Sbery@Sbery·
@RandPaul Why lie about the EV chargers? You know that money was never actually spent.
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Rand Paul
Rand Paul@RandPaul·
Flashback: Washington spent $1 million teaching ferrets to binge drink. $54 million funneling bat viruses to Wuhan. $7.5 billion on EV chargers that produced 68 stations. And they say we can't find six cents on the dollar to cut to balance the budget in five years.
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unusual_whales
unusual_whales@unusual_whales·
David Sacks says his time as Trump's crypto and AI czar has ended
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Tim Farrar
Tim Farrar@TMFAssociates·
Decided it was about time to get back to blogging, as its getting harder and harder to find threads on X, and I thought it would be useful to highlight some of my recent research publications tmfassociates.com/blog/2025/07/0…
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