Bullish AI, Data Centres, Power/Energy $GLXY

Joined March 2020
73 Photos and videos
Chief, you have done enough. It’s Danny’s turn to lead the charge $GLXY @novogratz
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All Asia has to do is not fuck it up overnight Stay off leverage and chain smoke darts until the Kospi closes
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I woke this morning and realized I’m not long enough on $GLXY It has had relative strength to the entire sector and a re-rating is slowly upon us A new tenant will send the stock up 20% in a day Remember that $GLXY will get to ATH while Bitcoin is still 50% from ATH What happens to the stock price when Helios continues to grow and cash flow while Bitcoin climbs its way to 6 digits? We are in the middle of a bitcoin bear market…. Don’t forget that Bitcoin WILL break ATH again My prediction is $165,000 end of 2027 NFA but I am a buyer of $GLXY for the remainder of the year
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You are concerned about politics, sports teams and the latest stock I put my focus on family and health knowing Bitcoin & $GLXY will deliver what I am seeking We are not the same Change your time preference and be happy Enjoy your weekend everyone… big things come to those who wait
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Data Centre Danny retweeted
Prediction: $GLXY will announce Anthropic as the next tenant for their 830MW of approved power 1. Scale: Anthropic needs massive capacity, and 830 MW at Helios provides for that 2. Location: Texas has been a focus for Anthropic/Fluidstack, having already signed multiple leases there w/ Nexus $HUT $WULF $CIFR 3. Timing: Hyperscalers need 2027/28 power, and $GLXY has already finished Phase 1 data hall delivery to $CRWV on time 4. Scarcity: Few 500MW approved ERCOT blocks left Time will only tell… Might be a nice little 4th of July present from Mr. @novogratz himself :)
Anthropic is reportedly pursuing its first data center leases, looking to secure a gigawatt of AI compute from cloud providers A huge opportunity for the entire neocloud sector: $IREN $NBIS $CRWV $HUT $APLD $CIFR
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Data Centre Danny retweeted
Jun 12
Compute capacity and the runway to build it is increasingly scarce. Helios, our AI data center in West Texas, is delivering both — 1.6GW, on schedule.
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Data Centre Danny retweeted
$GLXY hasn't looked this good in months and, to me, is emerging as the current relative strength leader among the AI data center names. Price delivered a textbook breakout and retest of the downtrend resistance line, which has now flipped into support, and has exploded higher off that level. If this 1.0 Fib level is reclaimed and holds, I think a re-pricing move toward $50 is very much in play, and that's just my shorter-term target. My higher-timeframe targets remain significantly above that. This chart looks phenomenal right now.
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Data Centre Danny retweeted
$GLXY did its thing and had a pretty demoralizing correction, and now it's got some decent buy volume coming in and is just waiting for the weekly Bollinger band to expand.
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Data Centre Danny retweeted
Novogratz: Galaxy is building what will be the largest single-campus data center in America - 1.6 gigawatts in West Texas. "We've already leased out half of that" with the rest likely gone by summer. And crucially, they hand the shell to clients: "They put up the chips inside it, so we're not buying the chips." FT @Scaramucci @Novogratz @AllThingsMkts @SkyBridge @SALTConference.
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Data Centre Danny retweeted
Objectively speaking, outside of $GLXY, AI data center names look weak right now.
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Data Centre Danny retweeted
$GLXY is building the infrastructure that will underpin two of the most powerful forces reshaping the global economy: the proliferation of AI and the digitization of financial services. AI Infrastructure The future of digital innovation will depend on the development and expansion of AI data centers. $GLXY owns a 1,500 acre campus in Texas with 1.63 GW of approved power capacity and the potential to scale to 3.6 GW, making it one of the largest data center campuses in the world. We're also actively evaluating a pipeline of new sites across the U.S. and I expect we will be discussing a multi-campus portfolio within the year. Digital Infrastructure As blockchains increasingly become the rails for moving, settling and storing value, the world's largest financial institutions are recognizing the need for the technology, infrastructure and expertise to operate in this new environment. Over the past 8 years, $GLXY has built a full blockchain infrastructure stack spanning wallet infrastructure, private key management, staking, tokenization and more. We've used this infrastructure internally at scale and now provide it to institutions through custom deployments, white label solutions and managed services. The next decade will be defined by exponential growth in compute and the continued digitization of the economy. $GLXY is positioned at the center of both.
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Where did all the $GLXY haters go??? Either I blocked them all or they learned Rule #1 - NO CRYING AT THE CASINO Be happy with what you own and let it rideeeeeeeeeee
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I bought the dip on $GLXY today… SPY down 2% while $GLXY was even… When we get a gap up from this war news this stock will fly
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I sleep like a baby holding $GLXY as the world burns down DCA & HODL See you at $50
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Data Centre Danny retweeted
Replying to @Mr_Derivatives
$GLXY is building the single largest data center campus in America and amongst all data center stocks it might be the last that hasn’t re-rated yet because the market still saw it as a "crypto stock" but looks to be finally changing now
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$GLXY This isn’t a re-rating This is some heavy thumbs smashing the buy button Marketcap is sub 12B lol In 12 months we will be at 50B MC
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Data Centre Danny retweeted
Galaxy Digital's @SteveKurz joined @paulbarrontv to talk markets, the CLARITY Act's path through the Senate, and why we launched institutional OTC prediction markets, opening with a $10M trade on @Kalshi. youtube.com/watch?v=sP4PBYEf…
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$GLXY management is executing!!! And now hopefully marketing You do not want to be short this stock Buy now and ride the wave 🫡
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Data Centre Danny retweeted
$GLXY Helios update: 1.6 GW approved, first hall delivered to $CRWV (revenue started), Phase I complete ~133 MW by end of this quarter. @Novogratz on @Scaramucci podcast: ‘Largest single campus in America’ — half leased, full 1.6 GW targeted by July 4/summer end. 1k-2.5k workers on site in TX. ERCOT Batch Zero advancing (Galaxy confirmed as part of Batch Zero… huge advantage). AI pivot firing on all cylinders. #GLXY $GLXY Crypto Business = Free at the moment. DYOR
"GALAXY IS BUILDING WHAT WILL BE THE LARGEST SINGLE CAMPUS DATA CENTER IN AMERICA" "KNOCK ON WOOD, BY THE 4TH OF JULY WE WILL HAVE LEASED OUT — OR CERTAINLY BY SUMMER’S END WE WILL HAVE LEASED THE FULL 1.6GW" $GLXY
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