I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Q3 or Q4 2027 quarterly cash generation from already-completed, high-rate leased capacity begins to exceed the capex being spent on the next 1–2 quarters of ramp. Building GWs and the ~6–8 month payback cycle compounds. Tight payback cycle.