Published 21 Oct 2026, 00:40 UTC · fetched 21 Oct 2026, 12:56 UTC
kook
@KookCapitalLLC
elon says $SPCX has a path to an incremental 20 gigawats of compute next year keep fading https://t.co/36U8WWxSd4View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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