The author expresses a highly bullish sentiment on GLXY, citing a new site acquisition and an 830MW lease expected to add over $1B in contracted EBITDA, alongside a lease credit renegotiation for CRWV. Portfolio screenshots reveal significant long positions in GLXY call options, specifically the $35 strike expiring 07/17/26 and the $45 strike expiring 09/18/26. The investor explicitly stated they "bought the dip" on GLXY, targeting long-term growth through these leveraged positions.