🇯🇲

Growth Investor
IG: PremiumCountryGrown

[🇯🇲 @Taj_almighty]

@bugschanty you’re magic!🤩

[TinySmiles @TinySmilesHQ]

"A little alone time to get through this, get through the pain" I feel you man 😣 Thorns suck!
He's tough. Kingston's a trooper 💪

[Randy T. Rowe @RTRowe]

#1 is already suspended and #2 - #6 are on their last day of their grace period…
So we either get a lot of financial results today, or a lot of suspensions tomorrow…🤦🏾‍♂️

[America @america]

BREAKING: U.S. Supreme Court votes to uphold Birthright Citizenship in a 5-4 ruling.

[First Squawk @FirstSquawk]

AMAZON - TO OPEN FULLY ROBOTIC LOGISTICS CENTER IN POLAND IN OCTOBER 2026 - WEBSITE

[Hribi @Hribson]

Will Smith says his Google-listed $350,000,000 net worth means nothing because he has bought everything he ever wanted and it still could not make him happy

Speedy: “A quick Google search says that your net worth is $350,000,000, is that actually accurate?”

“Will Smith: I don't even know, man. I don't, I don't discuss such things.”

“What what happens is you just realize none of it can make you happy. And you know, once you've bought everything you want and there's literally nothing on Earth else that you want to buy, you know, I just wish that was a gift that everybody could have.”

“Because there's nothing that material can do to satisfy you. It's like drinking salt water, you'll just never get enough, you're just going to make yourself more and more thirsty.”

“That can actually be scary when you realize that no relationship, that no money, that no kids, like there's literally nothing that can make you happy. That happy is an internal, full frontal contact with your Dark Night of the Soul.”

[🇯🇲 @Taj_almighty]

This is my quant

[Uh🅰️tta @ASTSHodlerClub]

The last time my wife was pregnant the price of $ASTS was $20, and right after my son was born the price went up to $82. Guess what? She is pregnant again at $60...

[Kevin Chen @Defiantclient2]

$ASTS: A POST ABOUT AST'S APPROACH TO SOVEREIGNTY

I predict there will be "J-LEOs" around the world and they will all work with @AST_SpaceMobile.

Not only does AST have a superior broadband D2D capability compared to their competitors, but most importantly of all their SpaceMobile system uses a transparent "bent pipe" architecture that respects data sovereignty. The local operator/partner owns and controls all of the data that is bounced off AST's BlueBirds, including owning and operating the ground gateways.

In contrast, with regenerative architectures such as Starlink Mobile, Starlink becomes a roaming partner existing in parallel instead of as an extension to the terrestrial network. Work with Starlink and give up control of your data. Data passes through Starlink gateways before your own.

The pragmatic reality is that building fully sovereign alternatives will take time and sustained investment. This comes with significant risks associated with cost, regulatory, and global competitiveness.

Therefore, a foreign country ought to rely on a foreign operator so long as they maximally respect sovereignty.

As @VodafoneGroup explains in their blogpost linked below, digital sovereignty is not binary. It exists across three dimensions:

1) Data sovereignty - where and how data is stored and protected.

2) Operational sovereignty - who controls and manages the environment.

3) Technological sovereignty - the origin and security of supply of the underlying technology.

AST's architecture fulfills #1 and #2 extremely well. For #3, although the BlueBird satellites are assembled, integrated, and tested in Texas, AST does have various manufacturing facilities around the world such as in Barcelona, and imports parts from around the world such as India and Japan.

AST's MNO partners around the world also own equity and have a Board of Directors seat at AST. Equity owners include @ATT, @Verizon, @VodafoneGroup, @Rakuten, @Bell, and @TELUS. Although @stc does not own equity in AST, they do own and operate a Network Operations Center in Riyadh, Saudi Arabia.

AST is as maximally sovereign as it gets. 🤝

Read more in Vodafone's blogpost: https://t.co/De7bloMCte

[Daniel Koss @daniel_koss]

One beef I DON'T get is $RKLB vs. $ASTS

They are not just both awesome companies with great leadership, but also very different and very very likely future partners.

This is completely different than other debates where I often feel like one stock is much better than the other. So the debates make sense and I hate the "just own both" argument when one is clearly better than the other.

But these two don't even compete 😅

It's in $RKLB's interest to have as many launch and service customers as possible.

It's in $ASTS' interest to have a ton of future launch and service providers and optionality.

Talk about shooting yourself in the foot.

[Serenity @aleabitoreddit]

Honestly this decade from 2020-2030 might be the most goated in human history.

- Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX.

- on the cusp of ASI and recursive learning with Anthropic and OpenAI

- Backflipping Boston Dynamics and Unitree humanoids to replace the human workforce

- Star Wars laser beams from $EOS.ASX to AI DC lasers like $LITE.

- Waymo and $TSLA self driving cars everywhere in urban cities

- and we get industry Quantum commercialization end of decade

This is kinda crazy to be an investor in this timeframe. Feels like every movie from the Star Wars Death Star to Skynet is coming to life.

What’s next?

[Financial Times @FT]

Robots, not chatbots, will realise AI’s potential https://t.co/XA8R6wg3GX

[GB News @GBNEWS]

Britons ordered to remove air conditioning from homes in 40C heat under Net Zero crackdown

https://t.co/mfU6pLEtUP

[🇯🇲 @Taj_almighty]

People buy gas guzzlers and then complain when it guzzles gas

[Shay Boloor @StockSavvyShay]

Supply chain analyst Ming-Chi Kuo says $AAPL is reportedly raising baseline iPhone DRAM from 8GB to 9GB in 2027 to keep Apple Intelligence running smoothly.

On-device AI is pushing DRAM content per phone higher which is bullish for $MU, Samsung and SK Hynix.

[Danny cheng @dannycheng2022]

About to hit the Strong Buy Zone! Retail sentiment. Are you ready?

[Anshel Sag @anshelsag]

I could not disagree more. Memory suppliers are ALWAYS going to be slow to add capacity because of the commodity nature of memory and how often they've been hurt by gluts after booms.

[Carl Peterson @carlpeterson]

apple sold $20 of ram for $200 for a decade

now ram actually costs money and suddenly it's a crisis

[Anshel Sag @anshelsag]

I will be the last person to defend Apple here, especially knowing its supply chain tactics. Memory suppliers are NEVER going to add capacity unless they KNOW there's guaranteed demand for years to come. They have always been conservative and intentionally slow to grow.

[9to5Mac @9to5mac]

Micron exec suggests Apple’s aggressive purchasing tactics helped fuel memory shortage https://t.co/Dcw9dk5Huw by @mvcmendes

[Zephyr @zephyr_z9]

No, they won't be rolled back

[🇯🇲 @Taj_almighty]

In short? AI. Memory use to be cyclical, it no longer is due to major AI demand. Memory makers aren’t able to expand production quickly. It takes huge investments and time, so for now there is a major bottle neck. The real issue is this is just the beginning, agentic AI is next.

[🇯🇲 جيف @_yahgetbun]

Yo wtf is going on?