Key Questions for Earnings $GLXY
1. Remaining ~800 MW
What is the status of tenant negotiations?
When can shareholders expect a lease announcement?
What is the potential revenue from this capacity?
2. CoreWeave Contingency Plan
What is the backup plan if CoreWeave delays or reduces its expansion?
How quickly could Galaxy secure a replacement tenant?
3. Financing & Dilution
How will the remaining buildout be financed?
How will management limit shareholder dilution?
4. Execution & Timeline
What are the key milestones for the next 6β12 months?
If you could ask Mike Novogratz one question on the earnings call, what would it be? π€