🚨 $SPCX earnings could trigger a massive rally in beaten-down neocloud stocks.

First reported Oct 20, 2026, 18:08 UTC

Source reports

🚨 $SPCX earnings could trigger a massive rally in beaten-down neocloud stocks. Here’s why I’m watching $NBIS, $CRWV and $IREN: • GPU spot rates have risen RAPIDLY: H100s at $3.34/hr, H200s at $4.93/hr, B200s at $8.13/hr. • $NBIS: Q2 revenue of $582M, growing nearly 6x YoY. •… — @antibearthesis (X), Oct 20, 2026, 18:08 UTC

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