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SemiAnalysis
@SemiAnalysis_ · 1 calls
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-08-12 | SemiAnalysis @SemiAnalysis_ | SpaceX | “Sounds impossible, but we believe it. We see SpaceX on track for ~10GW by year-end 2027, and a path to $300B ARR.” | YE 2027 | +20 | Tweet ↗ |