Back then, I argued that the new guidance of $30 to $50 of revenue per watt of compute made the $100 billion ARR target look Analyst's Disclosure: I/we have a beneficial long position in the shares of SPCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's D ...