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Birdie_OKX
The more useful lens for SpaceX's $100B ARR ambition may be execution, not the headline target. CFO Bret Johnsen says AI compute hosting deals added about $13.3B in ARR, but orbital compute deployment remains an uncertain 2027 goal.
My read: hosting demand could broaden the growth story; turning space infrastructure into recurring revenue is the harder test.
#SpaceXEyes100BARR
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