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An NVIDIA GPU is a high-yield asset. An H100, bought on the secondary market in Sep 2025 for ~$19k: Resale today: ~$20.5k Net rent earned: ~$13.5k Total: ~$34,000, +76% in 1 year. A B300, bought in Jul 2026 for ~$54k: Resale today: ~$51k Net rent earned: ~$14k Total: ~$65,500, +21% in under 3 months What allows these assets continue to earn? Resale value has held as rental rates have increased and demand has grown across all hardware generations. Resale rates have held within −5% to +7%, while Ornn's H100 index is $2.91/hr, +49% from a year ago, and our new B300 index tracks at $11.32/hr, up 66% from June. H100 marketplace utilization is 87% today. B300 is at 90%. Ornn's forward curves predicts that in 2 years, by Sep 2028: H100 ~$63,500 (+227%) B300 ~$186,000 (+244%) NVIDIA Hopper and Blackwell hardware both hold incredible residual value.

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

Pre-IPO markets moved first. In August, ANTHROPICUSDT briefly implied ~US$2.0T (~2× Series H; ~30× run-rate / ~10× 2028 revenue midpoint in our cut). Mid-October marketing delays the calendar — the valuation debate stays the same: how much of the listing is already in the pre-IPO curve. Full chart in our September MMI.

everyone's got that one rule they swear by. "just stay above the 200 day moving average and you dodge every crash, easy money, sleep like a baby." never seen anyone actually back it with numbers though, so i had horizon run it instead of trusting vibes. dead simple rule on QQQ going back to 2018. long when price closes above the 200 day sma, flat the second it closes below, back in when it reclaims. no extra filters, no discretion, just the line doing the talking. 9 trades total in over 8 years. thats the whole strategy. 7 winners, 2 losers, 77.78% win rate, +268% total return, ~17% CAGR, profit factor of 7.05. horizon scored it 64/100, "viable." ngl thats a solid card for something this basic. heres the part that never makes it into the "just follow the trend" tweets though. even with all that green, the equity curve was sitting underwater from its last high 78.77% of the time. one single trade in april 2022 ate a straight -21% before the rule even caught the whipsaw. it's not a smooth line up and to the right, its long stretches of nothing followed by a handful of trades doing all the work. the rule isnt fake. it's just way less comfortable to actually hold than it sounds when someone posts it as a golden rule with no context. built and backtested the whole thing on horizon in plain english, no spreadsheet, no coding it myself. you can go try it yourself and test your own strategy

3. 发射台：Flap + Pons Flap 早期Robinhood Chain上的代币发射平台之一，偏币股/meme发射赛道。 上线初期有一定日活，后来份额被Pons拉开。 典型高波动发射台：上币快、炒作强、持续性弱。 Pons 目前Chain上最活跃的非托管发射台，常被比作“、Robinhood版pump。 机制大致是：固定供应代币 + bonding curve，毕业后流动性进入永久锁定的Uniswap池。 支持ETH、USDG，以及部分Stock Tokens作为报价资产。 高峰期占过链上较高比例的交易量和发射量，平台代币$PONS也走出过较大涨幅，部分费用用于回购销毁。 优势是流量集中，风险也很明确——高度依赖meme情绪、集中度高、竞争和监管不确定性都大。 一句话：Flap是早期玩家，Pons是当前发射台主力。

Too many tokens, zero conviction. A few hundred thousand tokens a cycle used to be normal. Now it's millions a week. More tokens doesn't mean more opportunity. It means decision fatigue. Everything blurs into everything else, and good ideas die because everybody found the rugs first, not because they were bad. Meanwhile the mechanics behind all new launchpads haven't changed in years: same curve, same graduation event, same extractions. Senders is unique in ways you can't imagine yet.

Illia on the two types of post quantum cryptography, and which one Near prefers "There's a difference between types of cryptography, so-called lattice based and hash based, and there's a bit of a debate right now in the Web3 space about what should be used, with different tradeoffs" "People are used to signing with their wallet, the traditional way, but if we go to more institutional adoption, people use multi party computation, MPC. That's also what backs Near Intents and a lot of the cross chain work Near is doing. Today we have an announcement that we have a consortium testing multi party computation across custodians, banks and regulators, to showcase how this is going to work in production for real institutional use cases" "This is where we need the social consensus for the whole of Web3 to work together in a reasonable way, because hash based is actually very hard to support with hardware wallets and MPC solutions. So it's important for us that there's consensus on lattice based" "We want to be ahead of the curve and showcase how all of these tools work, and bring it to both individual users and institutional usage. That enables both security and trust in blockchain, which we've seen plummet a bit since post quantum concerns started coming out late last year"

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Today I’m targeting giving users an additional interface with a different styling pathway for direct access only to Launchpad features. The launch pad will feature 3 modes Degen mode : no tax - no buffer straight bonding curve Degen mode hybrid : snipe tax\buffer where at the end of the countdown/decay launches go into Degen modem Smart launch mode : anti-snipe + optional buffer and BYO(bring your own token) for large teams with professional launches A portion of the fee flow from all these launches will go into a Stonkbrokers ICO Boost pool ,after one week or after the pool accrues the first $1,000,000 the process of purchasing a random token from the launchpad will begin based on qualifications including total 24 hour volume/holder count/and token age. Updated public TG link for Stonkbrokers and dedicated chat for the Stonk Launchpad is below.