Data Center Dylan

$GLXY INVESTOR

[Data Center Dylan @datacenterdylan]

@DuncanReucassel @novogratz @austorms @blakerking93 @jonathan_mg27 @intangiblecoins Where is the update @novogratz 😳

[Data Center Dylan @datacenterdylan]

🏈 $GLXY

[Galaxy @galaxyhq]

Tomorrow night, Galaxy Stadium hosts its first-ever gameday as Texas Tech takes on Abilene Christian.

This 15-year naming rights partnership between Galaxy and @TechAthletics is a long-term investment on the future; on the role infrastructure and digital assets play in shaping what comes next, and on the communities and institutions ready to build that future with us.

A whole new era starts now.

🕕 6 PM CT / 7 PM ET
📍 Galaxy Stadium

Wreck Em’, Tech!!

[Data Center Dylan @datacenterdylan]

Key levels I’m watching today: $GLXY

🟢 $26.50–$27.00: reclaiming this zone would be very bullish and puts $28+ in play.
🟡 $25.50: important near-term support.
🔴 $25.00: losing this could mean a deeper pullback before another attempt

[Data Center Dylan @datacenterdylan]

Absolutely! good catch. I’ll make sure to distinguish gross MW vs. critical IT load going forward. The critical-load numbers are what I’ve been using because that’s the actual compute capacity, but gross MW definitely helps show the full scale of the Helios campus. Appreciate the heads up! 🚀

[Data Center Dylan @datacenterdylan]

Here’s the current breakdown: $GLXY

✅ Phase I — 133 MW critical IT: Delivered. Galaxy completed it in Q2 2026, and it is now generating rent/revenue from CoreWeave.
🚧 Phase II — 260 MW critical IT: Still being built. Data-hall deliveries are expected to start in Q2 2027.
⏳ Phase III — 133 MW critical IT: Also part of CoreWeave’s commitment, with delivery coming later.

So CoreWeave has contracted for 526 MW of critical IT capacity total, but only the first 133 MW has been delivered so far.

And this is why that Morgan Stanley/ERCOT headline is interesting: if Helios II gets the expected ERCOT Batch Zero Base Load classification, it could be another important step toward getting that 260 MW Phase II energized and delivered.

Basically:

133 MW = producing revenue NOW 💰
260 MW = being built 🚧
133 MW = future Phase III ⏳
526 MW = total CoreWeave commitment

So there’s still a massive amount of contracted infrastructure left for GLXY to deliver. 🚀

[Data Center Dylan @datacenterdylan]

$GLXY WATCHLIST 👀

Yesterday was a monster move — GLXY closed at $26.50 after ripping as high as $27.19. 🚀

Today I’m watching:
• Can we reclaim & hold $27?
• Volume — does the momentum continue?
• Any fresh updates around Helios II / ERCOT Batch Zero
• Whether $27 becomes support instead of resistance

Morgan Stanley just raised its GLXY price target to $48 and sees a 95% probability of Helios II energization under ERCOT’s Batch Zero framework.

The setup is getting VERY interesting. 👀

$GLXY #GLXY #AI #DataCenters

[Data Center Dylan @datacenterdylan]

@Tronthetrader

[Data Center Dylan @datacenterdylan]

BREAKING 🚨 $GLXY

Morgan Stanley says Helios II is expected to receive ERCOT Batch Zero Base Load classification, which is important because it would strengthen the path toward getting that massive power capacity energized and commercialized. Morgan Stanley estimates a 95% probability of Helios II energization and, separately today, raised its GLXY price target from $37 to $48 while maintaining an Overweight rating.

The big takeaway: Helios II is moving closer to becoming a real, revenue-producing AI/HPC infrastructure asset rather than just potential capacity. And with GLXY sitting around $26.50 today, that $48 target represents roughly 81% upside from here.

This is exactly the kind of ERCOT catalyst GLXY bulls have been waiting for. 🚀

[Data Center Dylan @datacenterdylan]

@B0thSidesNow

[Data Center Dylan @datacenterdylan]

@TradesBen @DuncanReucassel @MorganStanley @stephenbyrd

[Data Center Dylan @datacenterdylan]

@Samoht_11 ERCOT news 🔥🚨⚡️ I expect a nice run tomorrow

[Data Center Dylan @datacenterdylan]

☀️ GOOD MORNING $GLXY GUARDIANS 🛡️

The setup has never looked better. Galaxy already has 1.6+ GW of ERCOT-approved power at Helios, a 5.7+ GW total power pipeline, 133 MW of contracted critical IT load with CoreWeave, and multiple additional projects moving forward.

And with ERCOT developments worth watching 👀, tomorrow could get VERY interesting.

The market is still valuing $GLXY like a crypto company.

I think it’s increasingly becoming an AI infrastructure company hiding in plain sight. 🚀

[Data Center Dylan @datacenterdylan]

$GLXY 👀 Tomorrow could be a BIG day.

ERCOT’s latest developments could bring even more attention to Galaxy’s massive Texas data center footprint and its ability to monetize gigawatts of power for AI/HPC. With Helios scaling and more potential capacity to lease, the market is starting to realize what GLXY is building.

Power is the moat. Compute is the future. $GLXY is sitting on both. 🚀⚡️

[Data Center Dylan @datacenterdylan]

@GHannahSuspend1 It’s a sign 🎯🚨

[Data Center Dylan @datacenterdylan]

The momentum is back. $27 is right there. $30 next. 🚀 $GLXY

[Data Center Dylan @datacenterdylan]

@LucidSwans Bears can go shit in the woods.

It’s where they belong

[Data Center Dylan @datacenterdylan]

@LucidSwans I only have 6, was thinking the same thing. Gonna let one ride 👍🏼👏

[Data Center Dylan @datacenterdylan]

@LucidSwans You’re selling today right?😂 im tryna see how how we can go today 🔥

[Data Center Dylan @datacenterdylan]

@LucidSwans Our calls were 0.01 yesterday at open 😂😂👏🏼👏🏼👏🏼