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← @jiahanjimliu

$SPCX

BEARISH2026-10-05
Price around the call
↓ 2026-10-05
By horizonMaturing · ~6 trading days to go
1d
✓ -2.3%
5d
✓ -8.8%
21d
…
Original post
Jim Liu · 2026-10-05

50.8 GW Deployed in 2027 Alone! Nvidia GPU will take up a 54% majority of that power needing 27.8GW to deploy. Even if $SPCX and solana:5aQcoaSyy7fnhvpRHasBUAMH2nL5tTjVrmFw6BeGmoon deploy 7-8GW each, and all other hyperscalers and smaller clouds deploy around expectations with some having delays there will be a ~10GW shortfall. Meaning ORCL faces a 6 month delay on 2/5 of their GW scale sites coming online next year, Nscale misses their target, frauds like FirmusAI and SharonAI miss bigly, we will get a ~10W shortfall. This is not too aggressive as this means Oracle will still meet schedule on three of their other GW sites coming up next year.

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