1B is peanuts for SPCX. Would not move the needle. Had this been say RKLB, its a different thing all together. for SPCX the starlink revenue and of course AI DC rentals are the key. If they bring on board 10GW of DC and rent it all out, they will make shit tons of revenue. But I am not sure where on earth they will get the power for that. They did portable generators to get the one in SC rolling but not sure if the same play would work.
That concertible bond news came the fuck out of nowhere. Not a bad move from coreweave in terms of financing. Think the move down is overblown, but i can see it getting to low 70s