RT Vlad Saigau (@VladSaigau)What will a 100 kW/ton orbital compute satellite look like?We’ve been building a satellite mass-budget model to show how compute satellites will differ architecturally from Starlink.Satcom/Starlink baselines allocate ~35 % of dry mass to phased-array antennas, gimbals, and other continuous Earth-pointing mechanisms required for RF routing.Compute satellites will have no downlink; data moves via laser links to the Starlink constellation. The freed mass is completely reallocated to ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Starship becoming fully reusable is our ticket to Kardashev civilization. https://t.co/9d1glPAgiu ...

Group 1 - NIO's 2 millionth electric drive unit has rolled off the production line at its Hefei second electric drive manufacturing plant, marking a significant milestone for the company [2] - XPeng's flying car, the "Huitian," has entered batch trial production and completed multiple test flights at its manufacturing facility in Guangzhou, indicating a shift towards commercial production in the low-altitude travel sector [2] - Elon Musk stated that SpaceX's goal for the Starship is to deliver 1 million tons of payload into orbit annually, highlighting the ambitious plans for the company's future [2] - Eli Lilly's AI-powered pharmaceutical factory, LillyPod, has commenced operations, featuring over 1,000 NVIDIA GPUs, making it the world's first AI pharmaceutical factory operated entirely by a pharmaceutical company [2]

Core Viewpoint - Roundhill Investments has launched the Roundhill Space & Technology ETF (BATS:MARS), focusing on the growing space economy, which is projected to expand significantly from $630 billion in 2023 to $1.8 trillion by 2035 according to McKinsey [4]. Group 1: ETF Launch and Themes - The Roundhill Space & Technology ETF targets sectors such as space exploration, artificial intelligence, energy security, and healthcare productivity, reflecting themes that may benefit from current U.S. government policies [2][3]. - The ETF aims to invest in companies involved in the space economy and enabling technologies, emphasizing those that support industries reliant on space infrastructure [4]. Group 2: Holdings and Weighting - The ETF starts with 23 holdings, with the top 10 holdings including Rocket Lab (10.33%), AST SpaceMobile (9.99%), and EchoStar Corporation (8.99%) [5]. - The top three holdings constitute 29.3% of the ETF's assets, indicating a concentrated investment strategy [6]. Group 3: Comparison with Other ETFs - Roundhill's ETF differentiates itself by giving heavier weight to Rocket Lab, AST SpaceMobile, and EchoStar compared to other space ETFs, such as the Procure Space ETF [7]. - Ark Invest's Ark Space & Defense Innovation ETF includes both space and defense sectors, making it less focused solely on space compared to Roundhill's offering [8].

Musk Hypes X Payments as Iran War Drives Record Traffic - Moby BREAKING NEWS Elon Musk, a man who typically has something to say about everything, has been conspicuously quiet about the ongoing war in Iran. Whatever his feelings on the conflict, he did find time to celebrate one silver lining: X hit its "Highest usage ever" last weekend, which says something about Musk's relationship with tragedy as a growth metric. What he's been genuinely loud about, though, is X Payments, also floating around as X Mo ...

Whatever it is that's in the water at Entropic, it's working and it has created unity. You've got to believe that the next round for this Entropic and SpaceX are all public offerings. Tesla trades at a trillion today.I think if Elon died tomorrow, the trade at 200 billion. Open AAI trades at 800 billion today. I think if Samman died tomorrow morning, it would trade at 600 billion.>> This week, Anthropic goes to war with the Pentagon. Open AI closes at 110 billion round. Block lays off 40% of the workforce.I ...

Core Insights - Super Micro Computer's shares increased by 11.3% in February, driven by a solid earnings report and positive margin outlook [1] - The company reported a significant revenue growth of 122.8% to $12.7 billion in its fiscal second quarter, with adjusted earnings per share rising by 16.9% to $0.69, both surpassing expectations [2] - Management provided an optimistic forecast for the March quarter, projecting revenue of $12.3 billion and adjusted EPS of at least $0.60, exceeding analyst expectations [3] Financial Performance - Super Micro's revenue growth was anticipated due to a delayed order from a major customer, which exceeded high expectations for the December quarter [4] - The company raised its fiscal 2026 revenue projection to at least $40 billion, up from a previous estimate of at least $36 billion [4] Margin Analysis - Gross margins fell to 6.4% in December, down from 11.9% in the same quarter last year and 9.5% in the previous quarter, raising concerns despite overall revenue growth [5] - Management acknowledged the margin issue and outlined strategies for improvement, noting that a significant portion of revenue came from a large order from a single customer, suspected to be xAI [6] Customer Concentration - The high revenue concentration from one customer, which accounted for 63% of total revenue in December, raises concerns about dependency, particularly given the customer's prominence in the tech and AI sectors [6][7]

Core Insights - Stack Capital Group Inc. reported strong financial results for the year ended December 31, 2025, with a significant increase in Book Value driven by robust performance in core portfolio holdings and disciplined capital deployment [2][9]. Financial Summary - The Book Value per Share (BVpS) increased by 24.9% to $15.35 from $12.29 as of December 31, 2024 [9]. - Total Book Value reached $202 million as of December 31, 2025 [9]. Portfolio Company Highlights - OpenAI raised US$110 billion in February 2026, achieving a valuation of US$730 billion, with participation from Amazon and NVIDIA [3]. - Stack Capital invested US$12 million in Crusoe Energy, focusing on AI workload infrastructure [4]. - Stack Capital received US$8 million from the sale of its holdings in Newfront after its acquisition by WTW [5]. - Varo Bank secured US$123.9 million in a Series G funding round, enhancing its digital banking platform [6]. - Databricks raised over $4 billion in a Series L round, valuing the company at $134 billion, with Stack Capital investing an additional US$4 million [11]. Management Commentary - The CEO of Stack Capital highlighted the strength of private capital markets and the potential for significant monetizations in 2026 as several high-quality private companies consider public market opportunities [13].

Your key to investing in some of the world's most innovative and disruptive pre -IPO companies March 2026 DISCLAIMER This document is for information purposes only and may contain forward -looking statements and information within the meaning of the Canadian provincial securities laws and other "forward looking statements" within the meaning of Section 27 A of the U.S . Securities Act of 1933 , as amended, Section 21E of the U.S . Securities Exchange Act of 1934 , as amended, "safe harbor" provisions of the ...

Core Insights - Rocket Lab and AST SpaceMobile are two prominent stocks in the space sector, both showing significant returns over the past year, but they represent fundamentally different investment opportunities [1] Company Comparisons - Rocket Lab has a market capitalization of approximately $40 billion with trailing revenue of nearly $601.8 million, while AST SpaceMobile has a market cap of $24 billion with only $18.5 million in revenue, indicating that Rocket Lab is very expensive and AST is extremely expensive [2] - Rocket Lab's financials show a net income of -$198.21 million and free cash flow of -$321.81 million, with cash and equivalents totaling $1.0 billion [3] - AST SpaceMobile reports a net income of -$303.8 million and free cash flow of -$916.0 million, with cash and equivalents of $1.2 billion [3] Business Maturity and Operations - Rocket Lab is described as a more mature business with a proven rocket system and a Space Systems division, generating record revenue and holding a backlog exceeding $1.8 billion, supported by a recent $816 million defense contract [4] - AST SpaceMobile is earlier in its development, currently operational with a few satellites in orbit and plans to launch dozens more by year-end, along with a new defense contract [5] Revenue Potential - If AST SpaceMobile successfully builds a functioning satellite constellation and activates commercial services with major partners like AT&T, Verizon, and Vodafone, the potential for recurring revenue could reach billions annually, though forecasts remain uncertain [6] - Rocket Lab's growth potential is clearer, with its Neutron medium-lift rocket expected to debut in late 2026, which could significantly increase per-launch revenue and position it as a direct competitor to SpaceX, which generated about $15 billion last year [7]