
New infrastructure from Wind Energy Transmission Texas (WETT) near Galaxy's Helios data center campus significantly increases the likelihood of Galaxy receiving 1.7GW approval from ERCOT, potentially expanding the campus to 2.5GW. This expansion could lead to Galaxy generating $2.4 billion/year at 90% EBITDA margins. Based on the provided table, the present value per share could reach $45.96 by 2027 and $55.62 by 2028, representing substantial upside from the current GS SOTP target of $8.54.

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.