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 每日通話的 DataCenter 催化劑 1. 批准使用更多電力 (Now-2H 25') 2.戰略融資(“儘快”完成) 3.獲得更多的 Powered Land 4. 準備服務 (RFS) 26 年第 1 季度
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