Techdamentals
Oct 21, 4:51 AM
If you follow
$TLN you follow power contracted to data centers, so the capital spending figure in Tuesday's report is the relevant line.
19.6 billion dollars in three months. The same company earned 4.4 billion in net income over those three months.
Wrote up why both numbers are true at once and what the gap implies.
https://techdamentals.com/newsletter/why-spacex-earns-more-from-ai-than-space?ref=st
Educational, not advice.
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