Hey ScorpA\rents!

This week’s lineup is all about timing — in tech, in markets, and in life. 🤖 While humanoid robots are still learning to walk (literally), AI infrastructure is sprinting ahead, turning miners into the new “digital landlords.” And just when you think it’s all about machines, Brené Brown reminds us that rising strong is still the most powerful skill in any playbook — especially for hustlers like us.

Speaking of playbooks… if you’re planning your next big push this holiday season, check out SPEEDEON’s Holiday Targeting Playbook — it’s the secret weapon marketers are using right now to boost conversions. And for those running campaigns, Roku says it best: It’s go-time for holiday ads. 🎯

Let’s dive in — because whether you’re coding, investing, or just navigating chaos, this week’s insights are all about rising stronger and playing smarter. 💪

🔎 TL;DR

1) STING OF GROW: AI HUSTLES

• 🤖 Humanoids Hit Pause
  The dream of lifelike robots is still a decade away. Experts warn that dexterity, safety, and cost hurdles must be solved first — but when they are, the industry could redefine automation forever.

2) STING OF WEALTH: INVESTING

• ⚡ APLD’s Big Win
  Applied Digital’s latest results prove that AI-hosting miners are evolving into the “landlords” of the AI revolution. With long-term leases and billion-dollar deals, they’re reshaping what digital infrastructure investing looks like.

3) STING OF SUCCESS: MILLIONAIRE MINDSET

• 💪 Rising Strong
  Brené Brown reminds us that resilience isn’t about never falling — it’s about how you rise after you do. Vulnerability, reflection, and accountability are the keys to transforming setbacks into stepping stones.

Estimated Reading Time: 5-6 minutes

TOGETHER WITH OUR PARTNER

Where to find high-intent holiday shoppers

Let’s be real: most brands are targeting the same people this holiday season. “Shoppers 25–54 interested in gifts.” Sound familiar? That's why CPMs spike and conversion rates tank.

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Download the guide and get smarter about your holiday targeting before the holiday rush hits.

See the Holiday Audience Guide

Why Humanoids Might Not Be for Today

The Robot Reality Check

The hype is real — humanoid robots are everywhere in headlines, from Tesla’s Optimus to startups like Figure. But according to robotics pioneer Rodney Brooks (yes, the iRobot guy), we might be a decade too early. His message? Billions are being poured in, but dexterity — the secret sauce that makes human hands magical — remains unsolved.

The Big Problem

Fine motor skills are the dealbreaker. Without the ability to move and grasp objects with precision, humanoids can’t really replace us — not in factories, not in homes, not even in space. Investors might be betting big, but the tech isn’t keeping pace with the money.

The Safety & Comfort Dilemma

VCs and engineers are also raising red flags about safety. Imagine a 6-foot-tall robot malfunctioning near a child or pet — not a comforting thought. Even beyond that, most people still find the idea of a humanoid roommate... unsettling. The risk of hacking or accidental damage is real, and investors know it.

Think Long-Term, Not Sci-Fi

Experts like Nvidia’s Sanja Fidler say we’re in the “self-driving car 2016” phase — lots of promise, little real-world scale. Developing humanoids means balancing software, hardware, and economics — and all three are brutally complex. As one VC put it, “We’re pretty early.” Translation: patience will pay off here.

Timing Is Everything

For investors, this is a classic hype vs. horizon story. The humanoid revolution will come, but not in 2025. The winners will be those backing companies building the infrastructure — sensors, dexterity tech, and safe AI systems — not the humanoids themselves.

ScorpA\rents's Quick Strike

• 🧠 Don’t chase humanoid hype — follow the supply chain instead.

• ⚙️ Watch for startups focused on robot hands, touch sensors, and AI safety.

• 📉 Expect another 5–10 years before humanoids become commercially viable.

• 💡 Real opportunity: companies quietly building the backbone of robotics.

Read More

APLD’s Victory Signals Rerating for AI-Hosts

The Rise of the AI Landlords

Something big is shifting on Wall Street. Bitcoin miners — yes, the same ones once defined by coin output — are being reimagined as the landlords of the AI era. With the generative AI boom demanding power and infrastructure, these miners are pivoting fast, and investors are taking notice.

APLD’s Strong Quarter

Applied Digital’s (APLD) latest results just proved this model works. Revenue skyrocketed 84% year-over-year to $64.2 million, fueled by $26.3 million in tenant fit-out services. Even with a net loss, long-term contracts like its $11 billion lease with CoreWeave are setting the stage for steady cash flows.

From Miners to REITs

Forget “selling compute by the hour.” The new model looks more like real estate — with long-term dollar-denominated leases based on megawatts and years. Investors are now valuing these firms like REITs, focusing on stable recurring revenue instead of crypto volatility. Execution now depends on interconnect timelines, disciplined spending, and financing flow.

Who’s Leading the Charge?

Core Scientific (CORZ) is the poster child of the REIT model, locking in a 12-year, $8.7B deal with CoreWeave. Cipher Mining (CIFR) and TeraWulf (WULF), backed by Google, have landed multibillion-dollar hosting deals too — signaling deep institutional confidence. Meanwhile, operator-model players like Iris Energy (IREN) and Hut 8 (HUT) are chasing bigger paydays by owning the GPUs themselves, albeit with higher risk.

The New AI Gold Rush

AI hosting is quickly becoming the new oil field of the digital economy. The miners that survive this transition could evolve into the “real estate” backbone of AI infrastructure — stable, cash-generating, and essential. But the winners will be those who can execute flawlessly — connecting to the grid, securing financing, and converting contracts into real revenue.

ScorpA\rents’s Bite of Wealth

• ⚡ APLD’s breakout validates the AI-hosting thesis — watch for more re-ratings.

• 🏗️ CORZ, WULF, and CIFR are top plays as their Google-backed deals scale.

• 💻 Operators like IREN and HUT carry higher risk, but with massive upside.

• 🔍 Focus on execution metrics — grid access, lease conversion, and capital discipline.

• 🚀 The next big winners won’t be miners — they’ll be AI landlords.

Read More

Rising Strong – The Art of Getting Back Up

When Life Knocks You Down

Ever felt like you’ve hit rock bottom and wondered how to bounce back? Brené Brown has the answer — not through perfection or toughness, but through vulnerability. Her message is clear: real strength starts with the courage to feel.

The Power of Vulnerability

Vulnerability isn’t weakness — it’s the birthplace of growth, connection, and creativity. When we open ourselves up to failure, we also open the door to resilience. That’s how we learn, heal, and eventually rise stronger.

The Stories We Tell Ourselves

Brown calls it “rumbling” — the act of wrestling with the stories we create in our minds after failure. Instead of running from pain, she suggests writing down those stories and questioning them. Often, our biggest breakthroughs come from rewriting the narrative.

Own Your Emotions, Rewrite Your Future

You can’t rise if you don’t first acknowledge what pulled you down. Brown’s approach teaches us to take responsibility for our emotions, to stop numbing, and to start feeling. Because healing doesn’t happen in silence — it happens when we face the mess.

Falling Forward in Life and Business

For working parents, side hustlers, and dream chasers — failure isn’t the end, it’s the blueprint. Every rejection, setback, or flop carries data you can use. Learn from it, rewrite it, and rise with purpose.

ScorpA\rents’s Strike of Success

• ❤️ Vulnerability isn’t weakness — it’s courage in action.

• ✍️ Write down your version of events after a failure, then question it.

• 💪 Don’t hide your emotions — use them as fuel.

• 🌅 Falling isn’t failing. Staying down is.

Read More

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It’s go-time for holiday campaigns

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