$CRWV gobbling up MW’s - excited for $GLXY Aug 5th earnings we may hear an update about CoreWeave...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Galaxy Digital (GLXY) could see a significant revenue increase if CoreWeave exercises its option for an additional 200MW at Helios, potentially boosting GLXY's annual rental revenue from $900M to $1.2B with 90% EBITDA margins. This update may be announced during GLXY's August 5th earnings call. This contrasts favorably with Applied Digital (APLD), as GLXY funds its own CapEx, leading to superior economics.
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About Duncan
Duncan
By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.