InvestAnswers
@Investanswers
๊ฐ์
May 2009
962 ํ๋ก์ ์ค 290.1K ํฌ
Trillions in space. Moat of the century. ๐
I am breaking it down with @aaronburnett:
220k GB300s next week โ up to 660k in Q4 โ path to $100B+ ARR.
SpaceX revenue stack, plunging $/kg curve, orbital compute, SOTP paths 4 Digits
Who Has the Most Compute Wins ๐
๋ ๋ณด๊ธฐ
