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$AILANTE · Whole-body MRI at $250 vs $2,500 competitors with 55% gross margins via scan-not-system model
now playing · $AILANTE
$NINE-MOTHERSbullish· high· posrussell smith
Defense tech startup sells $1.6M to DoD, targets 1000 units/$100M+ revenue next year
Nine Mothers has delivered actual units to DoD (not R&D), selling 35lb counter-drone robots at $150k each; expects 100+ units this year, 1000+ next year with multiple believable p…
$MADRRONbullish· high· posash
Data center cooling startup targets 30% grid permit savings with thermodynamic process for hot climates
Madrron's cooling system works in hot/dry climates where hyperscale builds are concentrated; saves 30% of grid permit currently eaten by mechanical chillers ($500M/GW); 100kW prot…
$NOTCHbullish· high· posanda
Notch launches ACE: 'knowledge sites' replace websites to serve both humans and AI agents dynamically
Traditional websites are dead; brands need 'knowledge sites' with atomized, vectorized, semantically tagged knowledge bases that dynamically reassemble for each visitor (human or…
$META···bullish· high· possean frank
Large advertiser Sean Frank: Meta ads unmatched in scale, don't doubt Zuck
As a customer spending ~$100M/year on Meta, Sean Frank asserts Meta's ad platform is working exceptionally well with no competing ad space matching its scale; SpaceX and Meta now…
$EDEN-ROBOTICSbullish· medium· posstam
Semi-humanoid robots at $10/hour labor model with 20-hour battery and 3-year actuator life
Eden's wheeled semi-humanoid (centaur) robots use car batteries for 20-hour runtime; sell labor not hardware at $10/hour (like Waymo); actuators rated for 3 years; customers prefe…
$TENANT-INDUSTRIESbullish· medium· poshugo frisk
Drone manufacturer commoditizing defense UAS: 5 to 350 orders in a month, cheaper than China
Tenant applies automotive/electronics mass production to defense drones; goal: cheaper than China; sells to private counter-UAS companies first, then subprimes, then governments;…
$AILANTEbullish· high· posephrain torres
Whole-body MRI at $250 vs $2,500 competitors with 55% gross margins via scan-not-system model
Ailante's mobile MRI is 80% lighter, uses 60% less power, 8x quieter; sells scans not systems, achieving 55% gross margins over 10-12 year system life; FDA 510(k) path with preced…
$DISPATCH-SPACEbullish· medium· pospayton case
Re-entry vehicles for space manufacturing: semiconductor crystals in microgravity with 1000x fewer defects
Dispatch builds re-entry vehicles to bring back semiconductor crystals (GaN, InGaAs) grown in microgravity with up to 1000x fewer defects; pilot mission with paying customer; crys…
$META···bullish· high· posconnor hayes
Threads hits 500M MAU with organic growth accelerating and ad monetization scaling
Threads has reached 500M monthly active users with non-family-app referral traffic growing significantly; engagement deepening in key markets like Japan (+130% YoY time spent) and…
$SPCX···bullish· mediumjohn coogan
SpaceX nears $3T valuation, Cursor acquisition effectively free after market cap quadruples
SpaceX market cap has more than quadrupled, making the $60B Cursor acquisition (paid in stock) effectively free; retail-driven momentum creates low float dynamics; potential for f…