$MSI Motorola Tape Reports
Per Ticker.id: $MSI Motorola Tape Reports — 7 podcast mentions across 4 podcasts (30 days), latest 2026-08-13 23:57 UTC.
I would suspect it would be more like, uh, 2008. I think would drag down a lot of the market. Um, I think that, uh, even energy demand, demand for some of the metals, minerals, uh, is predicated on a lot of the, uh, spend in the data centers. Um, so I think it would, I think it would reverberate through a lot of the markets. Uh, it would affect the financial service sector, which is financing a lot of this now, increasingly. So I would suspect it would be much broader than the internet effect versus 2000. I mean, one of the fellows I used to work with, he was a very successful investor. He's a billionaire and so on. And he's from the Caribbean originally. And so I think it was Motorola, I'm pretty sure it was Motorola who laid down all this fiber optic line around the CARICOM region. And they decided after the internet blowup that they were just going to write it off. That was just a bad decision. And they put a billion dollars or some large amount of money in this. And, uh, and he came along with some other investors and picked it up for 15 cents on the dollar and created a company called Columbus Communications, which then went head-to-head with, uh, cable and wireless and undercut cable and wireless. And then eventually they sold that business for, you know, over a billion dollars, a couple billion dollars. And so the point is, you know, people can pay a lot of money up front and the capital just flows and they think they're going to get these great returns. And it doesn't mean that it isn't going to change the world over time, but it's just too much capital too quickly. And then when it gets written down, it could be written down substantially to low, low levels and other people could come in and pick it up at very low, low prices. So, you know, I just think it's impossible for these folks to know what that demand is going to be. It's impossible to know what the productivity enhancements of AI are going to be. Yes, we know there's going to be productivity enhancements, no question. I use the AI, but I don't pay anything for it. It's free.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18Working? I will say the San Antonio division. I was down in McAllen on the border. I will say that because that's where I learned how to really be a case agent from beginning to end. I love New York. I had a good time. But for really the whole third year I was undercover. So the 2 years you're on a big squad and you're new, you don't know how to take a case from beginning to end. Even though I was previously a cop and an investigator, but maybe I'm the guy that's young with no family and I'll stay out on the late hours with the surveillance squad, you know, with the NYPD detectives. And then maybe we got a case and it's like, hey, Scott, back— because back then they were still using beepers. So I would go down to World Trade Center weekly. And because there was a beeper placed in there, I can't remember which one it was. I don't know if it was Motorola or what, but you had to get a court order and stuff and maybe a search warrant. I don't know if we had to get a search warrant back then for it, but clone the beeper. So bad guy's beeper, we go there, clone it. So every text, every beep you're getting sent to you, I'm getting a copy of it. And I'm over here and I'm breaking down. Oh, okay. I'm breaking down their code. I'm like, all right, so that's a kilo. All right, they're meeting this dude at 44th or whatever, you know, 144th. And so you do good on that case. Well, the next case opens up and they go, hey man, Scott was great with surveillance and doing the beeper thing. Let's let him do that again. So you might get pigeonholed. And I just didn't, I just didn't get enough time to, uh, work a case from beginning to end on my own. When I got to McAllen, yeah, that's when I do that first. When you do your first case and you're putting it together for prosecution and you're looking at the binder going, that's pretty thin. I'm like, man, I should have taken more pictures. I should have made more recordings. But by By third case, it's airtight. Right on.
Scott Payne — The Shawn Ryan Show · #331 Scott Payne - FBI Undercover Agent Reveals the Most Disturbing Cases of His Career · 2026-08-17Um, things are bad. They, prices continue to go up. Uh, we, we talked about the Pixel 11 prices on the, the livestream on Wednesday. Everybody should watch that. Um, but there was a really interesting bit of data from, uh, uh, research institution called Counterpoint, uh, about cheap phones. One of the things we've talked about a bunch on the show is the possibility that the market for inexpensive phones is essentially going to evaporate because you just can't make cheap phones anymore. Um, and what Counterpoint found is that sales of phones under $100, uh, which are crucially important to lots of people all around the world, um, dropped 64%. year over year in, in the second quarter of this year. Um, and essentially the, the main thing that happened is everybody but Samsung and Motorola just can't be in the market anymore. So the, the others portion of the, the chart here, it's basically like Samsung, Motorola, everybody else. Uh, the everybody else portion of it dropped by about half because there, there are just aren't companies that can afford to float these things anymore. If you're Samsung or Motorola, you can shrink your margins. You can make your money somewhere else, you can do things to stay in the cheap phone market. But if you are a manufacturer of cheap phones who mostly makes cheap phones, there is essentially not a path forward for you at this moment in time. It's, it's just, it's bad on so many levels, but we're at a point now where like, if you, if you make a phone that costs $100, most of that sales price for not, not just like material price, most of that sales price is going to be eaten up by even the like meager amount of RAM in the phone, if you can get your hands on it. So like this, this is an industry and a price tier of gadgets in general. We have wondered if it would survive this and increasingly the answer just looks like no.
David Pierce — The Vergecast · Mark Zuckerberg has an Instagzam · 2026-08-14Tim, the radio ushered in the dawn of electronics. What's your thoughts on MSI, Motorola?
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13All right. Motorola is a great company. They got to come on. They've just been They've shot the lights out for so long that I mean, I think the stock has doubled. But Motorola is just a very, very good company. And I think I'm glad you brought it to my attention so I can holler, please, please, Greg, come on. You know me. Greg Brown being a fantastic CEO.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13