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$GLXY YOLO
Investor summaryBullish
Bullish on $GLXY citing CEO's claim of NA's largest data center and an imminent deal to lease 1.6GW capacity by July.
Bull points
- CEO claims ownership of the largest data center in North America, implying significant infrastructure assets.
- Anticipated major deal by July 4th or end of summer to lease over 1.6 GW of capacity.
- Strong alignment with high-demand AI infrastructure and power needs.
Bear points
- Reliance on unverified management guidance and podcast statements rather than official filings.
- High execution risk if the promised deal fails to materialize by the stated deadline.
- YOLO positioning suggests speculative trading rather than fundamental valuation support.
Post body
(Not a space stock even though the ticker sounds like it)
$GLXY CEO was interviewed over the weekend (June 6) on a podcast and says that they have the largest data center in North America and that they are going to do a deal by July 4 (or end of summer at the latest). After that deal, they will have over 1.6 GW of capacity leased out.
Video below, segment starts at 16:10
https://youtu.be/8KgCb6RvxcI?si=E7o-K47SwjqqtLc8
6,686 shares @ $29.03
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