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
TheUndefinedMystic1.7. klo 00.30
$GLXY DataCenter catalysts per todays call 1. Approval for more power use (Now-2H 25') 2.Strategic Financing (closing "asap") 3.Acquiring more powered land 4. Ready For Service (RFS) Q1 '26
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