If I am understanding this correctly it’s massively bullish for $GLXY - how I am reading this is: 1. Another 800MW approved at Helios by EOY bringing approved power to 1.6GW, likely bringing $GLXY another massive hyperscaler tenant (1.6GW would be ~$1.8B in avg annual revenues assuming same deal terms as $CRWV had on the first 600MW). 2. Financing for Helios Phase 1/2 is essentially done, meaning someone is willing to lend Galaxy billions of dollars to complete the Helios build out - huge vote of confidence. 3. Phase 1 of Helios will start cash flowing in Q1 2026! Thoughts? @pennycheck @RHouseResearch @Franchise9494 @wsfoxley @stefanvanderlux
TheUndefinedMystic
TheUndefinedMystic2025年7月1日
$GLXY 今日の呼び出しあたりのデータセンター触媒 1.より多くの電力使用の承認(現在-2H 25 ') 2.戦略的資金調達(「できるだけ早く」クロージング) 3.動力付き土地の獲得 4. Ready For Service(RFS)Q1 '26
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