Annie 所长
Annie 所长|6月 09, 2026 09:19
Another prototype character in 'The Big Short', Steve Eisman, reportedly made $1 billion during the subprime mortgage crisis! Compared to Barron's optimism about SPCX, he is truly mocking and full of followers! After flipping through SpaceX's prospectus, he found that: Capital expenditure CapEx accounts for 42% of revenue in 2023 By Q1 of 2026, it has soared to 215% That is to say, for every $100 Musk earns in the future, he will have to invest $215 in construction first, GPU、 Data centers, power, and networks are all heavy assets. What's even more outrageous is that Musk included asteroid mining business in his prospectus, which shows that he's out of options and has started making up stories The legend of the universe 50 years later is also included, forcing the creation of a foam on Wall Street. Moreover, Grok's AI is not top-notch and is far from OpenAI, Anthropic, and Gemini. But he forgot that Musk is an alien
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