More AI capex $GLXY is undervalued imo & expect it to get repriced, especially once it gets ERCOT approval from TX for rest of Helios (hopefully soon). Leasing rest of Helios out at same economics as current Coreweave deal would add multiples to its entire mkt cap.

unusual_whales
@unusual_whales
08-27
President Trump said that Meta, $META, is planning to spend $50 billion on its massive data center in rural Louisiana

From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share