The Analysts

Call · @shanghaojin · #106 on the leaderboard

@shanghaojin

@shanghaojin · Mon, Aug 10

Herman Jin@ShanghaoJin
SemiAnalysis claims $SPCX builds 10GW of compute by end of 2027. Forget for a moment whether 10GW can justify a $2T valuation My simple question: cost at $50b/GW, how is he going to come up with $500b????
26d agoview on X ↗

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Mentions SPCX · Low confidence

Confidence

Low0.62

Counted from

Tue, Aug 11 · market close

Rank since this call

#156 → #106 · 7 scored days

#156

Aug 28

#157

Aug 29

#159

Aug 30

#124

Aug 31

#116

Sep 1

#72

Sep 2

#106

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.