$SNAP specs have a big lead - whats it worth? market still saying its a drag on overall valuation. negative value. i am pretty convinced the market has it wrong. not sure what straw breaks the camels back- might just be a pure print on the core biz and ads etc. monetization ripping hard, finally, and or some combination of governance reforms. still insane that $snap stock is on its all like this as the company finally ships a "market ready' version of its 10 year project on transformative computer form factor. they should be releasing pre sales data on the units.
$GLXY u think they could sell their Helios datacenter to Mr Softy for more than the entire company is worth today. probably.... its like a day of free cash flow for $MSFT what an insane face ripper we have on our hands. how many TMT low net books are blowing their faces off today in datacenter "shells"
lisa cook wants a hike !!!!! lmao. anything to eff the orange man. he wants rates down!!!!! free money!!!!!! fed gonna keep printing... inflation is def still a problem where i live! filet mignon $78 !!!!!
$GLXY this am they are all up 4%, probably move more than that, time for the rotation to continue. machine led nonsense. $GLXY to $20 by friday. $CIFR $HIVE etc
$GLXY its so obvious they are gonna rip this thing back to the low 20s, i dont get why it just doesnt happen in a day. too many machines manipulating the price.
$glxy insiders are adding / exercising to buy more
In today’s AI buildout everyone has been diluting shareholders with equity raises and convertible notes. I am only aware of one company ($GLXY) who has been actively buying back their stock this year. They exhausted the $200m buyback earlier this month and the board authorized another $200m program.
This says i) Galaxy is well capitalized with a strong balance sheet and ii) they believe their stock is not trading at fair value and have drawn a line in the sand.
If you can’t understand the asymetric trade here and are one of the 35m shares short I can’t help you.
I’m anticipating a number of insider purchase disclosures in the coming weeks as well.
Long and strong 💪
$API percolating. voice AI infrastructure. negative EV. silly upside
What turns a voice AI conversation into a booked appointment or a completed sale?
Agora’s VP of AI Innovation, @sidsharma_27, joined @FINTECHTVglobal and @Stocktwits to discuss the infrastructure behind AI conversations that get things done.
Watch: youtube.com/watch?v=4-EXapDG…
$GLXY could raise $1B from Goldman Sachs, or some other iron clad balance sheet, that would kitchen sink the cash needed to drive the growth from here. but they wont. because they can boot strap on their own, just keep recycling the cash flow and dont do anything stupid. why give away upside? means more volatility over the next 4-8 qtrs, but also gives small investors the chance to catch a ride to the promised land. $GLXY gonna be $25-30 again within 6 months is my prediction. 50-80% return if you have the ability to shovel some onto the balance sheet. Democrats wont stop this train, its inevitable.
$GLXY is a fat pitch here. data center stuff will continue mature, and the value will continue to become more obvious, and accrue to those willing to invest now, as milestones are passed. Helios is a phenomenal asset, and they stole it, got control, and own it for peanuts. at the end of the day that one investment is what will enable a series of long term financial wins. the team that is executing on this asset is very solid. the tailwinds on crypto, dollar debasement, will continue to allow a melt up of all that they own and control and are building. the best part is you are well aligned, they have skin in the game right along side you. the $CRWV situation will inform future decisions, and im willing to bet, the future deals they sign will be with even more clear line of sight to the cash flow. In any event. great job on that call. they took questions for over an hour. the haters and fear fud spreaders are alive and well, and u need them to have a great return. i understand why $GLXY equity got smashed 50% in the past month, but its a great oppy. normally you cant buy assets of this quality in a nice liquid format like this. officially on the Helios bandwagon.
$GLXY is a fat pitch here. data center stuff will continue mature, and the value will continue to become more obvious, and accrue to those willing to invest now, as milestones are passed. Helios is a phenomenal asset, and they stole it, got control, and own it for peanuts. at the end of the day that one investment is what will enable a series of long term financial wins. the team that is executing on this asset is very solid. the tailwinds on crypto, dollar debasement, will continue to allow a melt up of all that they own and control and are building. the best part is you are well aligned, they have skin in the game right along side you. the $CRWV situation will inform future decisions, and im willing to bet, the future deals they sign will be with even more clear line of sight to the cash flow. In any event. great job on that call. they took questions for over an hour. the haters and fear fud spreaders are alive and well, and u need them to have a great return. i understand why $GLXY equity got smashed 50% in the past month, but its a great oppy. normally you cant buy assets of this quality in a nice liquid format like this. officially on the Helios bandwagon.
$GLXY i love that bloomberg news or research or whatever goofy title they have is negative. do u work in the green energy research department? the worlds oil demand peaked 4 years ago! lmao
$GLXY michael kim from bloomberg, u got them!!!!! there is a dime that was on the ground that is now a nickel and 5 pennies!