Cite asCryptoQuant has tracked the directional calls on SPCX by @RealJimChanos on X since Apr 2025: not yet scored on SPCX (as of Nov 11, 2026).
Relative view by default: fewer than 30 SPCX calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @RealJimChanos to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
So $5T per GW…?! The fact that the head of data center energy at a hyperscaler is this far off from estimates from $SPCX management/bulls should give pause to anyone trying to model this business out. https://t.co/X5GrF7b5mt
View original →$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?! https://t.co/plyla7nj80
View original →So $SPCX is forecasting $500B to $1T in AI ARR at YE 2027, on $500B of capex (10 GW increase)?! This is a 1-2x revenue/investment ratio as the entire industry is now at 0.3x. Their 3Q AI capex was only $16B. They had better get going…
View original →Anybody recall when the $SPCX lockups come off? https://t.co/ExNdcBI31U
View original →20 GW on the ground in the next 18 months is $1T. Which they will then render obsolete by launching space-based data centers. Got it…?! $SPCX https://t.co/VuqW8hdngE
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