We are live for Game Souk #49, come join!

1/ Key takes from this week's Game Souk - the not-in-my-backyard (NIMBY) movement against AI data centers sparks a conversation about data centers in space, and Megan Ellison’s new game fuels mistrust. Fortnite's return to Apple App Store, Roblox's age-gated profiles were activated last week. (Join us LIVE Thurs 9 am ET on X @daltonan)

2/ As of May 19, 2026, Fortnite is back on the App Store, with Tim Sweeney declaring on X, “this as the beginning of the end of Apple Tax Worldwide.” On May 20, 2026, Fortnite was the 2nd Top Free Action Game and was the 14th on the overall Top Downloaded game on iOS.

3/ @SignumKeshav took us through the court details. Apple appealed to the Supreme Court, seeking a temporary injunction against the court-mandated changes brought by Epic Games. Our analysis shows roughly $300M could drop to Epic's bottom line for every $1B that leaves Apple's ecosystem.

4/ @milesaboveny on the long road back: the devs never built mobile Fortnite games because Fortnite wasn't on mobile. Now that it is back on mobile, UEFN will have to adapt how it makes games to better fit mobile players. This could take years. Roblox’s platform and community are mobile native and already control a substantial portion of the mobile market.

5/ According to a new Gallup poll, 70% of Americans oppose AI data centers in their area, with 50% saying data centers’ impact on resources like water and electricity was their top concern. @MikeEdwards discusses how the feelings are real but practical fears around water/power are increasingly solvable with behind-the-meter power and liquid cooling.

6/ @Signum_Eliza tie the data center upset to a broader theme of anxiety-driven anger. Yes, people are mistrustful of Annapurna’s Mixtape receiving a “perfect 10” because of Annapurna’s connection to Megan Ellison, Larry Ellison’s daughter. A much larger example could be the NIMBY movement around data centers and a mistrust of these companies and their billionaires.

7/ The economy is moving in 2 directions - those who own the capital behind AI and those who bear the costs, and this continues to widen. Mike sees our seesaw feelings & history with Nuclear power as the most apt metaphor. Expect the messaging battle over AI infrastructure to continue.

8/ Why build data centers in space? It's nobody's backyard, there is constant sunlight for power, and it is freezing, so no water coolant is needed. Meaning that data centers in space address environmental concerns, surroundings, and resource protection. Jeff Bezos said in a CNBC interview this week that he sees a world where data centers in space are achievable by 2030.

9/ Roblox continues to release its new age-gating protocols this week. New Games can now launch only to 16+ or to trusted friends, requiring 500 “engaged players” over 60 days before under-16s can play. @jaaay64 explains that the metric engaged players has yet to be defined by Roblox, and based on his own games, simply playing the game is not considered “engaged players.”

10/ @XanCapus sees some upside to Roblox age-gating measures: real parental control. Parents can set maturity levels, extend chat for verified friends, or block specific games outright, allowing parents the final say on games that even Roblox rates as age-appropriate.

11/ Join us LIVE every Thursday 9am ET on X @daltonan @SignumKeshav @Signum_Eliza @jaaay64 @XanCapus @milesaboveny @MikeEdwards Signum Growth | AD8 Pop #GameSouk

12/ Disclaimer: This material is prepared by SIGNUM GROWTH (“SIGNUM”) and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date on the front page, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by SIGNUM to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by SIGNUM, its officers, employees or agents. *Past performance is not indicative of future returns. This material may contain ‘forward-looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. This material is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any asset classes or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Private placement securities are speculative, illiquid, and carry a high degree of risk, including the loss of the entire investment. There are also key specific risks associated with any particular private securities offering.

The space theme looks awesome 🚀

Gaming + AI conversations keep getting better 🧠

Tuning in now 👀