
The author is holding GLXY and has added to call options with a strike price of $22.50 and an expiry of October 17, 2025. They anticipate a 50-100% upside move by EOY/Q1 2026 as the market recognizes the value of GLXY's data center business, projecting $2.4B in annual revenues at 90% EBITDA margins from 1.6GW capacity. This growth is expected from Helios Phase 1 cash flow and new contracts with hyperscalers like CRWV, GOOG, META, AMZN, MSFT, or ORCLE.

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.