redread

tech

UK's Revolut offers to repurchase 10% of shares from investors

OpenAI plans to mass‑produce its own AI accelerator in 2026 with Broadcom, aiming to reduce reliance on Nvidia. The in‑house chip will power its data‑centers and highlights a wider push to control scarce hardware.


Open AI Will produce its own AI chips

How to spot fake AI

Rob Bredow(SVP, Chief Creative Officer at Industrial Light & Magic) and curator Nora Atkinson discuss the modern VFX workflow. The key argument is that the highest-quality results come from a synthesis of new tech (like AI and virtual production) and classic techniques, but only if the process is built around the artist ("protecting the human heartbeat").

This is a pragmatic look from a top-tier studio at how to integrate tech without losing the art. Less hype, more engineering and creative process.

Protecting the "human heartbeat" in the age of AI-led VFX

science

Extraordinarily Powerful Outer-Space Radio Wave Identified

In March 2025, Earth was struck by a cosmic blast of energy, a fast radio burst (FRB) that packed the sun's raw power into a fleeting millisecond flash.

These enigmatic signals are among the universe's most intense and mysterious phenomena. Astronomers often compare detecting an FRB to spotting a supremely powerful lighthouse that flickers for an instant from across a vast, cosmic ocean. 

Scientists Trace Origin of Powerful, Mysterious Radio Wave From Deep Space. 
While simply catching one is a feat, a international team of scientists has now achieved the ultimate prize: pinpointing the extraordinary source of this specific burst, cracking a code that has puzzled astronomers for years. 
We have observed an FRB from within our own galaxy that originated from a known magnetar, providing the first direct proof that at least some FRBs come from these objects.


bitcoin

The President’s media company just announced that it will be joining Crypto.com and Yorkville Acquisition to create Trump Media Group CRO Strategy, which aims to become the world’s largest holder of $CRO, Crypto.com’s utility token. Their target $CRO treasury size is $6.42B minimum. This matters for investors because the company will be publicly traded (under the ticker symbol $MCGA).

Trump Media Launches Two Partnerships with Crypto.com

COMPANY GAIN
Intuitive Surgical 24,118.60%
NVIDIA 10,974.95%
Regeneron Pharmaceuticals 7,139.60%
Adobe 6,315.30%
Amazon 5,509.32%
Qualcomm 4,351.73%
Shopify 2,797.36%
Home Depot 2,142.05%
NVR 2019.15%
Cheniere Energy 1,915.45%
Microsoft 1,625.23%
Berkshire Hathaway 730.94%
Texas Instrument 568.05%
Walmart 547.30%
W.R. Berkley 524.03%
Akamai Technologies 485.24%
Hershey 477.62%

NVIDIA's staggering $4+ trillion valuation presents a modern investment dilemma, trading at approximately 33 times sales despite extraordinary growth. 

The company's financial performance has been remarkable, with triple-digit revenue growth and net profit margins exceeding 50%, generating free cash flow that's approaching the scale of tech's largest giants combined. 

Positioned as the foundational infrastructure provider for the AI revolution, NVIDIA benefits from unprecedented capital expenditure by tech giants on AI infrastructure. However, the company faces significant risks including geopolitical tensions, intensifying competition, and concentration risk with a third of revenue coming from just three customers. 

While NVIDIA's dominant market position and software ecosystem create a formidable moat, its current valuation already prices in years of flawless execution and continued AI dominance.


