quote: Divergence between fundamental demand and valuations are now at extreme levels.
You're seeing accelerating proc | Hanami
quote: Divergence between fundamental demand and valuations are now at extreme levels.
You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players.
After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity https://x.com/qtdevlop/status/2112681853790667168 | @aleabitoreddit 持续看多 最近末日轮有点多啊🥲(Historical earnings: For 2026Q2 (period ended 2026-06-30), SpaceX reported basic and diluted EPS of -1.12, net loss of USD 4.817 billion, and revenue of USD 12.508 billion.
Consensus expectations: For 2026Q3, consensus expects EPS of 0.1674 and revenue of USD 12.978 billion.)