Added to $GLXY on today’s sell-off. Few thoughts: - Mgmt. had previously guided towards 800MW of additional approved power by EOY. I was already confident in $GLXY hitting this milestone as mgmt. has executed on every piece of the DC buildout thus far. I also don’t think $GLXY would have expanded their land and power pipeline in Texas if they weren’t confident in receiving approvals for the existing capacity under review. - When @novogratz said a few weeks ago on spaces that he was flying to Texas to talk “with the people who make decisions there”, I had no idea he meant the actual governor… Feeling even more confident in near-term approvals after seeing the pictures below. - $WULF ‘s earnings call earlier this week was filled with some great color on how they were able to strike a deal with Fluidstack and Google. $WULF ‘s existing data center colocation lease with Core42 was instrumental in signing up Google, as it validated their ability to build on time and in line with specifications. I expect $GLXY ‘s initial lease with $CRWV (expected to commence in Q1-26) to have a similar impact in helping $GLXY land additional tenants. - $WULF also noted that demand for their capacity continues to be very robust. This commentary definitely jives with hyperscalers’ CapEx projections. - $GLXY also announced today they closed on a $1.4B debt facility to finance Phase 1 (200MW gross) of their $CRWV lease. This is another huge milestone and validates the build-out is progressing as planned. Altogether, a very positive week for $GLXY. The company appears exceptionally well-positioned to lease out additional data center capacity once it completes the utility approval processes, which should be very soon.