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Thank you @incogni_com for protecting me and my data online. Awesome job! Keep up the good work in the future 📈👍
w🅰️tchlend retweeted
What does it mean to actually live your life, not just survive it? In this lecture, Dr. Jordan B. Peterson explores the story of Abraham and what it reveals about identity, sacrifice, and the call to adventure. Why do people with everything still feel empty? Why does comfort, without purpose, corrupt rather than satisfy? And what does it actually cost you to keep playing it safe?
Peterson also digs into what marriage and parenthood really demand. Commitment isn't a cage. It's the condition for becoming someone worth being, and why the people who take it seriously end up with more, not less.
This is a lecture about what it takes to become who you're supposed to be, and why most people never do.
This lecture was filmed in Boston, Massachusetts, on June 5, 2024.
w🅰️tchlend retweeted
🚨 EVERYTHING THAT COULD MOVE THE MARKET IS HAPPENING IN THE SAME WEEK.
The Fed, Big Tech earnings, U.S. inflation data and the Bank of Japan are all about to make major announcements.
And with AI spending fears growing and inflation rising again, the timing couldn't be more important.
Here's what to watch:
1. WEDNESDAY: FED INTEREST RATE DECISION
The Fed is expected to hold rates at 3.75%–4.00%.
But economists are already expecting another 25 bps hike in December.
If Kevin Warsh signals more rate hikes, stocks could come under pressure. A less hawkish message could trigger a relief rally.
2. WEDNESDAY: $GOOGL + $MSFT EARNINGS
Two of the biggest AI companies, worth roughly $8 TRILLION combined, will report earnings.
Microsoft is expected to generate around $90.6 billion in revenue, while Alphabet is expected to report nearly $128 billion.
Investors will be watching AI spending, cloud growth and whether these companies are actually making enough money from AI.
A big earnings beat could revive the AI rally. Disappointing results could hit the entire tech sector.
3. THURSDAY: $AMZN + $INTC + $SNDK EARNINGS
Another major test for the AI trade.
Amazon's AWS growth, Intel's chip business and Sandisk's memory demand will give investors a better idea of how strong AI spending really is.
With so much of the S&P 500 tied to technology, these earnings could move the entire market.
4. THURSDAY: U.S. PCE INFLATION + GDP
This could be the biggest economic surprise of the week.
Headline PCE inflation is expected to rise to 3.6% from 3.4%.
Core PCE is expected at 3.1% annually, with a 0.3% monthly increase.
Meanwhile, Q3 GDP growth is expected around 3.2%.
Hot inflation could increase expectations for more Fed rate hikes, while cooler inflation could give stocks a major boost.
5. FRIDAY: BANK OF JAPAN INTEREST RATE DECISION
Japan's interest rate is already at 1.25%, its highest in 31 years.
The BOJ is expected to hold rates steady, but another hike is possible later this year.
Any surprise could strengthen the yen and put pressure on global markets through the yen carry trade.
And remember, the U.S. midterm elections are just days away.
Two major central banks, some of the world's biggest technology companies and crucial inflation data are all in focus.
If inflation cools and Big Tech delivers strong earnings, markets could see a massive rally.
But if inflation comes in hot, the Fed turns more hawkish and AI earnings disappoint, another major selloff could follow.
Either way, this could be one of the most important weeks of 2026 for global markets.
w🅰️tchlend retweeted
Absolutely NO ONE has covered Andrew and Tristan Tate’s ongoing criminal cases more consistently or comprehensively than @CrayonMurders. And that includes the entirety of legacy media.
He has NEVER received a single Community Note on any of his posts because everything he publishes is backed by bulletproof receipts and evidence.
And what does he get in return? Mass-reported and his account SUSPENDED.
He epitomises the very best of citizen journalism.
If this platform genuinely values citizen journalism, it should REINSTATE his account IMMEDIATELY and take action against the weaponisation of mass reporting by bad actors. @Safety @support
msn.com/en-us/news/other/rus… The Ukraine war is coming to an end. How in the world this is bearish news? Inflation will go down! Omg. What a pain in the ass the market is.
w🅰️tchlend retweeted
Als erste Journalisten überhaupt konnten wir von @welt TV heute das Gebiet besuchen, das bei der Operation Vivaldi befreit wurde. Wir waren unterwegs mit Soldaten des 3. Armeekorps. Hier unser exklusiver Bericht:
w🅰️tchlend retweeted
$GRAB Integrates with Concur Expense 🆕🆕🆕
SINGAPORE – Grab, through Grab For Business, its integrated digital platform for managing business travel, food ordering, and delivery for the corporate segment, today announced its integration with Concur Expense from SAP Concur, to help companies in Southeast Asia modernize business travel management and expenses.
This integration allows companies in Southeast Asia to automatically link business travel, food orders, and delivery service transactions made through the Work Profile in the Grab app with Concur Expense. This integration automatically records eligible transactions in Concur Expense, eliminating the need for employees to manually input expenses.
Additionally, companies can streamline the expense reporting process, ensure spending aligns with company policies, and gain greater visibility and control over business travel expenses. This integration provides a more connected and automated expense management process for both employees and finance teams.
Valerie Khoo, Regional Head of Grab for Business, said business travel plays a crucial role in helping companies strengthen customer relationships, reach new markets, and maintain smooth daily operations. However, many companies still manage travel and expenses through siloed systems.
"Besides adding administrative work, this situation also makes it more difficult for companies to get a comprehensive overview of their expenses. Together with SAP Concur, we can connect business mobility with expense management in one more integrated process, allowing companies to automate expense reporting while gaining better visibility and control over business travel expenses," he said in a written statement on Thursday, September 24.
This collaboration comes amidst positive momentum for business travel in the Asia Pacific, which continues to show strong growth despite global economic uncertainty. According to the Global Business Travel Association (GBTA), the Asia Pacific is expected to remain the largest business travel market in the world, with total business travel spending in the region projected to reach US$700.9 billion by 2026.
Indonesia is one of the markets with strong growth, with the value of business travel projected to grow by 12.6 percent.
As business travel activity increases, companies face increasing challenges, not only to support employee mobility, but also to increase visibility and control over the management of each business trip and other related expenses.
This becomes even more critical for high-frequency travel expenses, such as ground transportation and business consumption, which are often managed through manual processes and disparate systems. As a result, companies and employees face additional administrative work and limitations in monitoring expenses and ensuring they are used in accordance with company policies.
This challenge is also reflected in recent research by Grab For Business in collaboration with GBTA, which reveals a significant gap between how employees travel for business and how companies manage those trips. While 95 percent of business travelers in Southeast Asia use ride-hailing services like Grab for business trips, only 58 percent of companies have a dedicated mechanism to manage their use within their corporate business travel programs.
SINGAPORE – Grab, through Grab For Business, its integrated digital platform for managing business travel, food ordering, and delivery for the corporate segment, today announced its integration with Concur Expense from SAP Concur, to help companies in Southeast Asia modernize business travel management and expenses.
This integration allows companies in Southeast Asia to automatically link business travel, food orders, and delivery service transactions made through the Work Profile in the Grab app with Concur Expense. This integration automatically records eligible transactions in Concur Expense, eliminating the need for employees to manually input expenses.
Additionally, companies can streamline the expense reporting process, ensure spending aligns with company policies, and gain greater visibility and control over business travel expenses. This integration provides a more connected and automated expense management process for both employees and finance teams.
Valerie Khoo, Regional Head of Grab for Business, said business travel plays a crucial role in helping companies strengthen customer relationships, reach new markets, and maintain smooth daily operations. However, many companies still manage travel and expenses through siloed systems.
"Besides adding administrative work, this situation also makes it more difficult for companies to get a comprehensive overview of their expenses. Together with SAP Concur, we can connect business mobility with expense management in one more integrated process, allowing companies to automate expense reporting while gaining better visibility and control over business travel expenses," he said in a written statement on Thursday, September 24.
This collaboration comes amidst positive momentum for business travel in the Asia Pacific, which continues to show strong growth despite global economic uncertainty. According to the Global Business Travel Association (GBTA), the Asia Pacific is expected to remain the largest business travel market in the world, with total business travel spending in the region projected to reach US$700.9 billion by 2026.
Indonesia is one of the markets with strong growth, with the value of business travel projected to grow by 12.6 percent.
As business travel activity increases, companies face increasing challenges, not only to support employee mobility, but also to increase visibility and control over the management of each business trip and other related expenses.
This becomes even more critical for high-frequency travel expenses, such as ground transportation and business consumption, which are often managed through manual processes and disparate systems. As a result, companies and employees face additional administrative work and limitations in monitoring expenses and ensuring they are used in accordance with company policies.
This challenge is also reflected in recent research by Grab For Business in collaboration with GBTA, which reveals a significant gap between how employees travel for business and how companies manage those trips. While 95 percent of business travelers in Southeast Asia use ride-hailing services like Grab for business trips, only 58 percent of companies have a dedicated mechanism to manage their use within their corporate business travel programs.
The same research also found that 57 percent of business travelers delay filing expense reports or reimbursement claims, or consider the process an administrative burden. Nearly half of respondents even spend more than 20 minutes completing an expense report after each business trip.
The Grab For Business and Concur Expense integration is designed to reduce this administrative burden by simplifying the process of recording and managing business travel expenses. With eligible travel, meal, and delivery receipts automatically synced to Concur Expense, employees can reduce the time spent manually submitting expense claims, while companies can better monitor and control business travel expenses.
Grab For Business' integration with SAP Concur is now available through the SAP Concur App Center for all Grab For Business customers in Southeast Asia. This integration helps companies connect business mobility with expense management through a more integrated and automated experience, reducing administrative burdens while improving financial visibility and control.
$GRAB | I think it is good to be optimistic✍️
But it would be dangerous to have 10x expectation in the near-term.
Not too long ago, when Grab broke above $6, I said to retail, that please make sure u understand what you own if we got pullbacks. And we did, and went back to 2023 low.
Some of the ultra short term bull cases people are writing, frankly in fantasy land.
I believe Grab will be a massive business within 10 years with 3 cases:
Bear case: 300-350M MTUs. 200M GrabUnlimited Base case: 350-400M MTUs. 250M+ GrabUnlimited Bull case: 450–500M MTUs. 350-400M GrabUnlimited
U can read it full below.
I do not know what kind of PE or Fwd PE market gonna give to GRAB 10 years from now. However, even at 15-20x PE, it would be substantially higher than current share price. And I'm ok with that kind of return.
I'm reposting 2 interviews, so u can get to know more about Anthony Tan, CEO and cofounder.
Always do your own DD and know what you own!
Alright, that is it.
Not Financial Advice! DYOR!
w🅰️tchlend retweeted
My first time in Poland!! That is my great-grandmother, Stephanie (Stella) Balko, and all I wanted when I got here was pierogi in honor of her & when she used to make them for us 🥟❤️
I come from Polish ancestry, so being here feels like coming home to a piece of my roots. Tonight we play a @pussycatdolls show in Warsaw & I am so excited to make Stella proud. 🇵🇱
w🅰️tchlend retweeted
$ASTS: 🚨🇯🇵 JAPAN'S MINISTRY OF INTERNAL AFFAIRS AND COMMUNICATIONS FILES A NEW 136 SATELLITE CONSTELLATION AT THE ITU UNDER "J-BLUEBIRD-NGSO" DESIGNATION
On 9/4, Japan’s MIC formally filed a new satellite constellation with the ITU called J-BLUEBIRD-NGSO. This is not a third-party label or speculation --> the Japanese government itself is filing a constellation under AST SpaceMobile's BlueBird satellite name.
The filing package describes a steerable, high-gain communications system with broad frequency use and coverage across the visible Earth, and the associated constellation data points to 136 satellites across 34 orbital planes. That is not the footprint of a small pilot. That is the architecture of a full-scale sovereign communications constellation.
Now put this together with everything else we already know: Rakuten/RAST was selected for Japan’s J-LEO program, Japan has discussed up to ~$1B of government capital, Rakuten has said J-LEO is separate from its ordinary commercial AST service, and it has openly talked about creating Japan’s first “Japanese-flagged” LEO satellite. The pieces are starting to line up in a very big way.
AST SpaceMobile is looking at something far larger than just selling capacity to Rakuten --> it could be serving the government of Japan. Dedicated satellites, launches, ground infrastructure and a sovereign Japanese network built around AST’s platform. That is a completely different magnitude of opportunity.
The biggest takeaway. Japan is effectively saying, “we want our own BlueBird constellation,” and this could become the template for other countries that want sovereign space infrastructure without developing an entire LEO platform from scratch. AST may not just be building one global network — it could end up becoming the underlying platform for national satellite networks around the world for the US, Japan, the European Union, Brasil and more.
ITU reference: J2026‑83391
w🅰️tchlend retweeted
1/ $ASTS: 🚨 BERENBERG INITIATES RESEARCH COVERAGE OF AST SPACEMOBILE WITH A BUY RATING AND $92 PRICE TARGET
The carriers’ constellation; initiate at Buy
A winning space-based direct-to-device strategy: AST SpaceMobile (ASTS) is the only company to have demonstrated true cellular broadband from space to unmodified smartphones. It approaches commercial operations in 2027 with pieces its competitors lack, including 60+ mobile network operator (MNO) partnerships covering c3bn subscribers, premium low-band access plus owned L-band and S-band spectrum, and a growing government/defence franchise. The key to the story is that ASTS complements rather than competes with carriers like AT&T, Verizon, Vodafone and Rakuten. We see asymmetric risk-reward, with rapid revenue growth at extraordinary margins once continuous service launches in 2027 and multiple catalysts along the way. We initiate with a Buy rating and $92 price target.
A locked-in carrier ecosystem covering c3bn subscribers: ASTS has more than 60 MNO partnerships, with definitive commercial agreements signed with AT&T, Verizon, Vodafone and others globally. Exclusivity in the US and Europe, shared low-band spectrum, and carrier-funded ground infrastructure make these partnerships sticky and self-reinforcing so long as ASTS delivers, which we believe it can. Carriers view direct-to-device as complementary coverage providing incremental high-margin revenue and the best defence against Starlink disintermediation.
A spectrum moat underpins the model: ASTS holds usage rights to 45MHz of Ligado mid-band L-band spectrum in the US plus 60MHz of licensed S-band, alongside access to its MNO partners’ premium low-band. Launch is the near-term bottleneck, but spectrum is the long-term binding constraint in direct-to-device. The revenue-share model gives ASTS premium licensed low-band without buying it, which is an asset Starlink has had to acquire at great cost or chase by becoming a carrier itself. Carriers contribute their most strategic asset precisely because ASTS does not disintermediate them, making the ecosystem both a distribution channel and a moat that is structurally difficult to replicate.
An exponential revenue and profitability inflection: We expect AST to reach 45+ BlueBird satellites enabling continuous service in key markets by mid-2027, supporting revenue of c$655m in 2027, scaling to $4.5bn in 2030 at 75%+ EBITDA margins. That may look aggressive, but it requires paid uptake from less than 3.5% of partner subscribers. Take rates of c30% in North America, 10% in Europe and Japan, and 4% elsewhere would drive a potential $9bn revenue opportunity by 2035 at 80%+ EBITDA margins.
A story rich with potential positive catalysts: Catalysts include the finalised award of Japan-LEO, a formalised JV between T-Mobile and ASTS partners AT&T and Verizon for direct-to-device, a potential agreement between ASTS and T-Mobile, launch updates, new government contracts, the start of beta service, and spectrum announcements (eg Grain Management).
Valuation: We value ASTS on 15x 2030 EBITDA discounted back at 15%.
w🅰️tchlend retweeted
🚨🇪🇸 Milhares de patriotas em Ceuta já não pedem permissão. Fartos de ver a cidade transformada em acampamento de quem atravessou a fronteira à força, os cidadãos fizeram o que Madrid se recusa a fazer: defender a própria casa.
Queimaram os barracos, bloquearam os camiões da “ajuda humanitária”, essa mesma ONG que se emociona com cada tenda, mas não ouve o medo das famílias que já não andam à vontade na rua. Enquanto o governo fala de calma, o povo coloca os seus em primeiro lugar.
Não é incrível. É o mínimo. 💪
w🅰️tchlend retweeted
$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST
"HI MARK - IT'S MARK!" 😁
2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network.
The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand.
Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage.
Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware.
2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction.
Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand.
"AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees.
2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch.
Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment.
"AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander.
Global push
AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion.
That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints.
New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network.
Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion.
"New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile.
Article: channellife.co.nz/story/2deg…
