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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

1 jul 2025
$GLXY
Catalizadores de centros de datos según la llamada de hoy
1. Aprobación para un mayor uso de energía (Ahora-2H 25')
2. Financiamiento Estratégico (cierre "lo antes posible")
3. Adquisición de más terrenos motorizados
4. Listo para el servicio (RFS) Q1 '26
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