渣男观察之SPCX更新9.26
大火箭美股收盘148.68,涨0.44%,盘中最高价149.665,最低价146.00
大火箭收盘还是在20日均线之上。向下扎针也没有再创新低。
SPCX算力租赁
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.”
之前Google租赁的11万块GPU价格是9.3亿美元/月并且大概率是GB200,
现在22万块GB300,应该可以收20亿美元/月的租金,对应电力0.3GW。年化收入240亿美元。保守估计44万块GB300就能带来480亿年化收入。运气好就是66万块GB300,720亿美元收入。很好的一门生意,且能快速做大规模。足以支撑现有spcx市值。$SPCX
币圈渣男
Scumbag's observation on SPCX update 9.25
Big Rocket US stock closed at 148.03, down 0.22%, intraday high 149.00, low 145.88
Big Rocket's lowest price is very close to the 30-day moving average, let's see if it will really retest the 30-day moving average tonight. Scumbag has a position layer ready to buy at that level.
The biggest focus for Big Rocket should be next week's Starship 14 launch. Of course, a success could be positive news landing, which might cause the stock price to pull back again for a second bottom test. After all, after Starship 13 launch was completed, the stock price started a more intense correction.
Scumbag's idea is as long as it pulls back, we'll keep buying below, hahahahahahahaha
$SPCX
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