It’s absolutely insane how $SPCX is now a full-blown neocloud. Let’s see what new deals $IREN + $NBIS locking in the upcoming months.
P Equity Research 📰
@pequityresearch
Sep 27
UBS: range of revenue per GW data points SpaceX monetization range is wild... $SPCX $CRWV $IREN $NBIS $ORCL

Sep 27, 2026 · 2:33 PM UTC
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