Leanora Aschenbrenner

My brother is usually wrong. Crypto, AI & digital sovereignty. Long compute, Bitcoin and Ethereum. Follow for my “semi-analysis.”NFA

[Leanora Aschenbrenner @leanoraasch]

I keep coming back to $GLXY because I’m not sure the market fully appreciates what Helios is becoming.

Forget crypto for a second. Do the megawatt math.

Helios: ~1.63 GW ERCOT-approved power
CoreWeave: 800 MW gross → 526 MW critical IT load
Contract economics: $1B+ annual revenue at full ramp
Implied revenue: ~$1.9M per critical MW/year

CoreWeave has effectively absorbed only ~49% of Helios’ CURRENT approved gross power.

If the remaining capacity eventually achieves comparable density/economics, 1.63 GW could theoretically support ~1.07 GW of critical IT load - implying roughly $2B/year of revenue capacity.

And Galaxy has discussed Helios ultimately reaching ~3.5 GW.

Apply the same crude math and you’re talking ~2.3 GW of critical compute and >$4B/year of theoretical revenue capacity.

Obviously, power ≠ compute ≠ contracted revenue. There are enormous capex, construction, financing and execution assumptions between those numbers.

But that’s precisely the point.

In the AI race, GPUs are manufactured.

Gigawatts of interconnected power are much harder to manufacture.

$GLXY started as a crypto company and somehow ended up owning one of the scarcer commodities of the AI era: energized land at scale.

Crypto funded the optionality. Helios may end up being the asset that matters most.

[Leanora Aschenbrenner @leanoraasch]

Yoo @atptour you should update your site. Ben Shelton got his first career W against Alcaraz. Please and thank you.

[Leanora Aschenbrenner @leanoraasch]

@Rancune_eth Cb?

[Leanora Aschenbrenner @leanoraasch]

@valuemaverick1 @leevalueroach 💯

[Leanora Aschenbrenner @leanoraasch]

@leevalueroach It’s a buy here imho.

[Leanora Aschenbrenner @leanoraasch]

@Brownmoose Great job. 👏

[Leanora Aschenbrenner @leanoraasch]

Soon you will hear “AI is a human right” as AGI enters the arena and token costs become exorbitant.

[Trade Whisperer @TradexWhisperer]

$MU $SKHY $DRAM $NVDA $TSM

ABSOLUTELY WILD

South Korea just announced “AI for All”: every citizen gets free, unlimited AI tokens and access to homegrown AI chatbots and AI agents. Unlimited Inference.

Government pays the bill.

[Leanora Aschenbrenner @leanoraasch]

@TerpsTrader1 Thought you sold the $GPRO?

[Leanora Aschenbrenner @leanoraasch]

Points are cheaper than they appear. Companies benefit from breakage, expiration of points, inflationary devaluation, and the fact that a $10 reward may cost far less than $10 to actually fulfill, especially when you aggregate rewards issued and redeemed over 5–10 years.

Equity has none of that. $1 of stock is $1 of real economic value transferred. Great customer alignment, terrible economics.

And as a shareholder, I’d rather ownership mean something. I took the time to research a company, understand the risk, and buy the stock, not share ownership in a company with individuals who received shares as a freebie for buying a coffee.

[Leanora Aschenbrenner @leanoraasch]

@davidmiedz GL.

[Leanora Aschenbrenner @leanoraasch]

This is what the $GPRO chart looks like to me 😉. Flipping off the shorts.

[Leanora Aschenbrenner @leanoraasch]

Have a feeling GameStop was the $GPRO of 2021.

[Top Stock Alerts @TopStockAlerts1]

$GPRO this one keeps passing every test

[Leanora Aschenbrenner @leanoraasch]

So true 😂. @usopen

[litquidity @litcapital]

Many such cases lately

[Leanora Aschenbrenner @leanoraasch]

@TT_stocks_ It will go up bc @TerpsTrader1 sold his position.

[Leanora Aschenbrenner @leanoraasch]

@TerpsTrader1 Now it can go up. Thank you

[Leanora Aschenbrenner @leanoraasch]

Generally don’t resort to TA. But zoom out to $GPRO 15 yr. Weekly chart. 200D MA line is at $2.22.

If that breaks, it’s blue skies. NFA

[Leanora Aschenbrenner @leanoraasch]

@teambullish $2.25 is the real test.

[Leanora Aschenbrenner @leanoraasch]

Maybe $GPRO isn’t the Temu version of GameStop after all… 😅.

This thing has legs.

[Leanora Aschenbrenner @leanoraasch]

@ToddzillaMusing Warrant overhang is not there then!

Wouldn’t be surprised if $GPRO went for recent highs around $3 and beyond, after $2.25 breaks.

[Leanora Aschenbrenner @leanoraasch]

Why are people buying $GPRO here? Didn’t they get bought out for $285M at $1.14 this morning? Also, there is a warrant overhang.

There are ~37M warrants with strikes around $0.75–$0.78, and the change-of-control could accelerate exercisability of a large tranche.

That matters because every move higher puts more warrants deep ITM, creating a potential wave of new shares/hedging/selling into strength.

So even with a tiny float and buyout catalyst, the warrants can act like a pressure valve, adding supply right when traders are expecting a squeeze.

The setup can still squeeze, but this may be exactly what keeps the lid on it.