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← @farzyness

$SPCX

BEARISH2026-10-20
Price around the call
↓ 2026-10-20
By horizonMaturing · ~19 trading days to go
1d
✓ -8.0%
5d
…
21d
…
Original post
Farzad 🇺🇸 🇮🇷 · 2026-10-20

So let me get this straight. SpaceX gets a 6 month to 1 year payback on MASSIVE compute clusters. It can then turn around and sell the capacity to customers at MASSIVE premiums as the demand for tokens continues to go exponential. Once those massive clusters are paid off, it can then repoint that same capacity at its OWN models (Grok/Grok Bot) and make insane margins on clusters that are already paid off. And it's working on creating an entire vertical stack that includes making its own chips (Terafab). How is this not the most valuable company in the world? $SPCX

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