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 数据中心催化剂根据今天的电话会议 1. 批准更多的电力使用(现在-2025年下半年) 2. 战略融资(尽快完成) 3. 收购更多供电土地 4. 服务准备(RFS)2026年第一季度
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