Nick J🅰️g

Full-stack developer @ Stashable by Iron Mountain. Co-Founder of Load Rocket. Area 51 Enthusiast.

[Nick J🅰️g @nickjag]

@gettingmargined @jsitzler_ @1MoreSmithHere Agreed and even then, global carrier bottom perf 10% towers TAM replacement, which becomes instant conversion for carriers, imo is $20b annual. Just that number alone should yield $100b market cap starting line. That includes nothing else!

[Nick J🅰️g @nickjag]

@jsitzler_ @1MoreSmithHere That’s not reasonable… that’s not even ball park. Even chat suggests that’s crazy, and it’s always conservative. Bare minimum would be $50b market cap, reasonable starts at $100b. It has nothing to do with current price. They’ve done offers higher.

[Nick J🅰️g @nickjag]

@1MoreSmithHere This explanation sounds plausible, what’s the timeframe before announcements get made in situations like this IF it materializes? From what I could find, average is 1-2 months, but can go upwards of 5 months.

[Nick J🅰️g @nickjag]

@Reformed_Trader My opinion is that the financial powers that be told them it’d be better to stay quiet for a while. Also makes sense, they do an expose on retail following, spike it, drop it, shake it out after, smells like a script to me imo.

[Nick J🅰️g @nickjag]

@DanteePacheco Well they quite literally said bb11 is nominal, no? So clearly they must be doing testing, so it shouldn’t really matter. Everyone so crazed about it, as a public company they have to say if it’s not nominal pretty quickly if it wasn’t. Everyone just stessed.

[Nick J🅰️g @nickjag]

@lawyerschiff For those of you wondering how this shapes up… meta has extreme reach/demand through WhatsApp alone. Just the potentials make the current $asts market cap laughable. Waiting patiently for the inevitable.

[Nick J🅰️g @nickjag]

@lawyerschiff Meta’s AST team isn’t purely a WhatsApp team

Chaurasia, one of the Meta people thanked in the AST workshop, is described as Meta’s Global Program Head, Infra & Ecosystems. His role is to improve the Meta Family of Apps through carrier partnerships.

[Nick J🅰️g @nickjag]

@realjoncooper Well even at 3 per month, I believe this is a more likely scenario than not

[Nick J🅰️g @nickjag]

@Rogerinhawaii @p0lar_fawn Sounds like the point of faith and evidence are being misframed… love is not a vow, it is a choice one makes in a relationship each day. And what is the evidence for love? The decision must be singularly yours, and so it is with faith. Faiths point is love.

[Nick J🅰️g @nickjag]

@arikuschnir Wow so good!!! So much talent!! “You don’t LISTEN to it!” The intonations, the script, the timing.. all perfect!! “Nobody knows why.” Hahaha thank you

[Nick J🅰️g @nickjag]

@OmniAeronautica As a public company, if it truly were a serious failure I believe they have had to report it already.

[Nick J🅰️g @nickjag]

@kimmonismus This is good news for everyone

[Nick J🅰️g @nickjag]

@SarahisCensored Put in your terms with the help of a lawyer that any publication or use is strictly forbidden to enter the site, get a company IP tracker, when they steal something from you, sue them with your evidence that they stole it.

[Nick J🅰️g @nickjag]

@DefinitionsNew Ask yourself if you’d still think this way if the price was over $100 as it should be imo. Nobody would care. Price is what’s driving this sentiment, and SI at literally 100% utilization (ortex) is what’s driving price. Retail has no influence right now.

[Nick J🅰️g @nickjag]

@ericadamsfornyc You were a great mayor! Thank you

[Nick J🅰️g @nickjag]

@st0nkinvest0r @spacanpanman Could that be them closing it then maybe

[Nick J🅰️g @nickjag]

@spacanpanman @BuyAtSupport Interesting… yeah I wonder if they’re holding SI now… SI ticked up yesterday (the latest big up day)

[Nick J🅰️g @nickjag]

@Reformed_Trader They’ll get an out with weak jobs and cpi early Sept, then we get a deal for the straight end of Sept and a rip into Oct with catalysts and with Anthropic IPO

[Nick J🅰️g @nickjag]

@reidlcaulder @TheLongInvest Sure but then be honest about what 30T represents, it’s not a “target” it’s TAM, two very different things. And my point about inflation is still very meaningful.

[Nick J🅰️g @nickjag]

@kevin__mak Yes agreed and the issue becomes when 99% spend 1 minute or less creating content (which they will), our brains naturally reject all of it. Being able to think and write well will become a rare and sought after skill.