$CRWV 今日股价已下跌近15%。根据Trade Alpha，$CRWV 股价现已较52周高点下跌超过50%

WOW! Deutsche Bank estimates the 5 neocloud deals SpaceX has signed are worth $54.5 BILLION a year

That's 1.175 GW of compute at ~$46B per GW, the high end of the $30-50B/GW range SpaceX mentioned previously

And the last 2 customers (not disclosed) are paying $60M+ per MW, which is absolutely unheard of

Here's the part everyone should be paying attention to: the PRICE of compute is going up, not down

Customer #1 (Anthropic, which took all of Colossus 1) signed at ~$31M per MW on older H100/H200/GB200 chips
Google signed at ~$50M per MW on GB300s
The two newest customers are at ~$60M+ per MW

That's roughly 2x the price per MW from the first deal to the latest (now they are smaller deals from the first deal, so thats likely why they are paying more, but even vs. Google its much higher)

Elon mentioned he expects 660k GB300s coming online by the end of year, bringing the total energized compute available to ~2.6 GW, more than 2x what's rented out in this table

At the same pricing, that's a line of sight to $100B+ in ARR from AI compute alone, not counting xAI revenue (which should be much higher thanks to GrokBot), rocket launches or Starlink

Milk Road PRO members got the call to buy $SPXC when it was <$115 and based on these numbers I think we'll never get a chance to buy at that price again. For more calls like this this (and more insights on when to buy/sell SpaceX), check out Milk Road PRO here:

Milk Road PRO的分析师帮助我们的会员在$MU、$NBIS和$BE大幅上涨之前买入。
他们还在前几年帮助我们的会员早期买入$SOL、$COIN和$HYPE。
无论市场走向如何，我们的分析师都能找到机会。
我们将于8月26日大幅提高Milk Road PRO的价格。
如果你曾想拥有5位顶级分析师帮你导航市场，现在就是时候。如果你本周注册，就能永久锁定当前价格！
你可以获得5位分析师实时投资组合、持续资产研究、实时通知以及一个与分析师和数千名聪明投资者交流的私密社区。
不要等到价格上涨，趁便宜时投资：

显然 $SPCX 将会形成这个图表模式