Hey ScorpA\rents!

This week feels like standing at the edge of three different frontiers — messaging, mega-tech, and our own personal growth. With WhatsApp breaking down communication walls in Europe, Microsoft quietly assembling the world’s next AI super factories, and a powerful reminder that every limitation we feel is more flexible than we think, it’s a good moment to pause and ask: What walls are you ready to break next?

And speaking of breaking barriers…
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Alright, let’s dive in. 🚀

🔎 TL;DR

1) STING OF GROW: AI HUSTLES

• WhatsApp’s Big Shift: Messaging Without Walls
  WhatsApp is opening the doors to third-party chats across Europe — a huge step toward a more open, user-driven messaging ecosystem. Instead of being locked into one app, people will soon chat across platforms seamlessly, with end-to-end encryption still intact. It’s a bold move that could reshape how billions communicate, collaborate, and build community.

2) STING OF WEALTH: INVESTING

• Microsoft’s AI Super Factory: The Hidden Winners in a New Tech Era
  Microsoft isn’t just building data centers — it’s constructing “AI super factories” powered by massive GPU fleets, new fiber networks, next-gen optics, and clean-energy mega-deals. And while Microsoft and Nvidia get the headlines, a whole universe of suppliers — from Corning to CoreWeave to Constellation Energy — are quietly becoming the backbone of the AI revolution. For AI investors and side-hustlers, this is a reminder: value often lives behind the obvious.

3) STING OF SUCCESS: MILLIONAIRE MINDSET

• Everything Is Figureoutable: The Mindset That Makes All This Possible
  Marie Forleo’s message hits home: limits aren’t real — they’re learned. We grow when we challenge them. For creators juggling kids, careers, and side hustles, her reminder is powerful: progress starts the moment you decide nothing is “too hard,” “too late,” or “too confusing.” You are more capable than you think — and every skill is learnable.

Estimated Reading Time: 5-6 minutes

TOGETHER WITH OUR PARTNER

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WhatsApp Opens the Gates: Third-Party Chats Are Coming to Europe

Messaging Enters a New Era

Meta is finally flipping the switch on one of the biggest changes in WhatsApp’s history — third-party chat integration. And yes, Europe gets it first thanks to the EU’s Digital Markets Act. Think of it as WhatsApp being “forced to share toys,” but for the sake of user freedom.

Chatting Across Apps

Meta says users in Europe will soon be able to message people on other apps like BirdyChat and Haiket directly from WhatsApp. You can send messages, images, videos, voice notes — the whole package. Group chats with third-party apps will roll out once partners are ready… so, soon-ish.

How It Actually Works

Opting in will be easy. A notification in WhatsApp’s Settings will walk users through enabling cross-app messaging. But here’s the twist: this feature only works on mobile — no desktop, tablet, or web support yet. So if you're replying to clients while your kids borrow your laptop… maybe stick to your phone.

Strong Encryption Still Required

Meta emphasises that third-party chats must follow WhatsApp’s strict end-to-end encryption standards. They’ve spent three years working with the European Commission to make sure this system isn’t just compliant — but safe. And yes, WhatsApp will clearly label what's a native chat and what’s third-party, so you don’t get confused.

How Your Inbox Will Look

Back in 2024, Meta previewed the interface: you can choose a dedicated folder for third-party chats or mix everything together. WhatsApp will also alert you every time a new app becomes available. It’s like opening the door to a whole messaging neighbourhood, but with proper security checks.

For Busy Parents & Side-Hustlers

If you manage family, work, clients, and your digital assets across different apps… interoperability is a gift. No more juggling 4 messaging apps just to chase a deal or settle a group project. WhatsApp is becoming the “one inbox to rule them all.”

ScorpA\rents's Quick Strike

• Watch for the new “third-party chat” notification in your Settings (Europe only, for now).

• Keep mobile handy — desktop support isn’t included.

• Expect more messaging apps to join soon, opening new doors for sales, customer engagement, and collaboration.

Read More

Microsoft’s AI Super Factory: Meet the Hidden Winners Powering the Next Tech Revolution

A New Frontier of AI Infrastructure

Microsoft just unveiled what it proudly calls the world’s first “planet-scale AI super factory” in Atlanta — a data-center design so massive it ties together hundreds of thousands of Nvidia GPUs over 120,000 miles of new fiber. This is more than a data center; it’s the blueprint for the next decade of AI. And whenever a giant like Microsoft makes a move this big… entire industries move with it.

Nvidia at the Core

$NVDA is the beating heart of Microsoft’s Fairwater design. These sites will run on GB200 and GB300 GPUs inside NVL72 racks sucking up ~140 kW each. Every new site means another tidal wave of high-margin GPU sales for Nvidia — and validation that its dominance isn’t slowing.

The Overflow Muscle Behind Microsoft

Think of neocloud players as “GPU contractors” Microsoft calls when it needs extra horsepower. $CRVW, $IREN, and $NBIS are renting out massive AI clusters to support Microsoft’s workload overflow. These companies are basically selling shovels in a gold rush — and the miners are lining up.

The Neocloud Deals That Matter

$IREN locked in a $9.7B deal to build new AI data centers for Microsoft. $Nebius signed an even bigger $17.4B agreement with Microsoft for GPU capacity across the EU and Middle East. When Microsoft needs capacity fast, it often turns to these players before building its own.

Building the AI Freeways

Fairwater sites depend on 800Gbps Ethernet networks running on Microsoft’s open-source SONiC. That opens the door to $ANET, $CSCO, $HPE, $AVGO, $MRVL and even $NVDA’s own networking lines. These switches are the AI highway — without them, nothing moves.

Optical Players Lighting Up the AI Nervous System

Behind every GPU cluster sits a dense layer of fiber, optics and ultra-fast connectors. $APH, $GLW, $CIEN, $CRDO, $ALAB, $COHR, $LITE, $FN, $LUMN, $AAOI and $POET all build the components that make data flow across Microsoft’s AI network. Many already have disclosed partnerships — especially Corning, which is supplying the special hollow-core fiber for Microsoft’s new AI backbone.

Feeding the Beast

These super factories eat power like nothing else. $WEC, $AEP, $CEG, and $BN are the companies building the clean-energy megaprojects needed to keep the lights on. Some deals are huge — like Microsoft’s 20-year nuclear deal with Constellation Energy to revive Three Mile Island Unit 1.

The Real AI Opportunity Isn’t Just Microsoft or Nvidia

Microsoft’s AI super factory is a massive global supply-chain event stretching from GPU designers to fiber plants to nuclear power stations. That means investors don’t need to chase the obvious names. The “picks-and-shovels” players around them may deliver more stable — or even higher — upside.

ScorpA\rents’s Bite of Wealth

• Want stability? Explore utilities like $CEG and $BN supplying clean power.

• Want high growth? Look at neocloud providers riding the GPU wave.

• Want high-beta upside? Optical and networking names tapped into Fairwater.

• Diversify — because no single player wins the AI super factory race alone.

Read More

Everything Is Figureoutable — Why Your Limits Aren’t Real

A Mindset Built for Tough Seasons

Life throws chaos at all of us — work stress, family demands, money goals, and a hundred side hustles competing for attention. Marie Forleo’s big message? Almost nothing is impossible once you learn how to think differently and move even when the path looks messy.

One Small Win at a Time

Getting better isn’t magic; it’s training. Marie says growth works like the gym — tiny reps add up. Ask yourself: What’s one small thing I can improve today?

What Story Are You Telling Yourself?

Your beliefs decide your ceiling, not your circumstances. If you think something is impossible, your brain stops trying. But if you ask, “Okay… how could this work?” your mind starts finding paths you didn’t see before.

You Define Your Limitations, Not Other People

Limitations often come from fear, not facts. Marie challenges you to notice which limits you’ve accepted without testing. What if you’ve been stepping on the brake when you could’ve pressed the accelerator?

Make the Worst-Case Scenario, then Move On

Strangely, imagining the worst makes you braver. Once you know the absolute worst that can happen — and realise you’ll survive — the fear shrinks. Suddenly the action you’ve been avoiding doesn’t look so scary.

Progress Over Perfection

Perfection feels productive, but it’s really just a sophisticated delay tactic. Marie pushes a simple rule: start messy, then refine. Your future income, career, and creative projects depend on you hitting “publish,” not “perfect.”

Face Rejection And Try Again

Rejection stings, but it isn’t final. It’s just a sign you’re in the arena instead of sitting safely on the sidelines. Every “no” moves you closer to the “yes” that changes everything.

Everyone Has Something Unique to Offer

Your experience, your struggles, your skill stack — all of it is valuable. Marie reminds us that no one else has lived your life, which makes your perspective one-of-a-kind. You don’t need permission to contribute; you just need to start.

Why This Matters Especially for Working Parents & Side Hustlers

When you’re juggling work, family, money stress, and a dream of financial freedom, the quickest trap is thinking “I don’t have what it takes.” Marie’s message is the antidote. Your biggest breakthroughs come not from having more time, but from believing things are figureoutable — even if they look overwhelming at first glance.

ScorpA\rents’s Strike of Success

• Ask yourself: “What’s one small step I can take today?”

• Replace “I can’t” with “How can I?”

• Let go of perfect → aim for progress.

• Write your worst-case scenario — and realise you can handle it.

• Treat rejection as data, not defeat.

Read More

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Crash Expert: “This Looks Like 1929” → 70,000 Hedging Here

Mark Spitznagel, who made $1B in a single day during the 2015 flash crash, warns markets are mimicking 1929. Yeah, just another oracle spouting gloom and doom, right?

Vanguard and Goldman Sachs forecast just 5% and 3% annual S&P returns respectively for the next decade (2024-2034).

Bonds? Not much better.

Enough warning signals—what’s something investors can actually do to diversify this week?

Almost no one knows this, but postwar and contemporary art appreciated 11.2% annually with near-zero correlation to equities from 1995–2024, according to Masterworks Data.

And sure… billionaires like Bezos and Gates can make headlines at auction, but what about the rest of us?

Masterworks makes it possible to invest in legendary artworks by Banksy, Basquiat, Picasso, and more – without spending millions.

23 exits. Net annualized returns like 17.6%, 17.8%, and 21.5%. $1.2 billion invested.

Shares in new offerings can sell quickly but…

👉 [My subscribers skip the waitlist].*

_{*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.}

Have a question or want to learn more? 
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