SpaceX: Brace For A 2027 CapEx Liftoff (NASDAQ:SPCX)
· seekingalpha.com
I don't think most people understand what Elon Musk's remark actually implies when he says 2027 compute could be closer to 10 GW than 5 GW.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...