Gravity Research

Starcloud put an Nvidia $NVDA H100 in orbit on a ~60 kg satellite via a Falcon 9 back in November 2025.

Flying a single GPU in space is a great demo. The brutal engineering part isn't getting it up there, it's shedding all that heat in a vacuum once you scale.

Buying a small business to escape corporate burnout sounds great until you realize absentee ownership is mostly marketing.

You don't replace a bad boss with passive income. You just trade a predictable paycheck for broken plumbing and employees calling in sick at dawn.

A build of Google's $GOOG Antigravity shows a toggle to switch between local and cloud environments. An autonomous agent is only as good as its ability to run in the background without needing your laptop open to baby it.

When people debate AppLovin $APP, they usually argue about top-line growth slowing down.

What stands out far more is the guided Q3 adjusted EBITDA margin: roughly 83%.

Growing 46% to 48% at over two billion a quarter is solid, but printing that kind of margin is software monopoly math.

Intel $INTC down roughly 30% in its worst day in decades, and Amazon $AMZN posting a $42.4 billion trailing-12-month free cash flow outflow right after Barclays warned on Odd Lots that the AI trade was in denial. Reality showed up early.