InvestAnswers
@Investanswers
Joined May 2009
962 Following 290.1K Followers
Trillions in space. Moat of the century. đ
I am breaking it down with @aaronburnett:
220k GB300s next week â up to 660k in Q4 â path to $100B+ ARR.
SpaceX revenue stack, plunging $/kg curve, orbital compute, SOTP paths 4 Digits
Who Has the Most Compute Wins đ
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