$glxy insiders are adding / exercising to buy more
In today’s AI buildout everyone has been diluting shareholders with equity raises and convertible notes. I am only aware of one company ($GLXY) who has been actively buying back their stock this year. They exhausted the $200m buyback earlier this month and the board authorized another $200m program.
This says i) Galaxy is well capitalized with a strong balance sheet and ii) they believe their stock is not trading at fair value and have drawn a line in the sand.
If you can’t understand the asymetric trade here and are one of the 35m shares short I can’t help you.
I’m anticipating a number of insider purchase disclosures in the coming weeks as well.
Long and strong 💪
$API percolating. voice AI infrastructure. negative EV. silly upside
What turns a voice AI conversation into a booked appointment or a completed sale?
Agora’s VP of AI Innovation, @sidsharma_27, joined @FINTECHTVglobal and @Stocktwits to discuss the infrastructure behind AI conversations that get things done.
Watch: youtube.com/watch?v=4-EXapDG…
$GLXY could raise $1B from Goldman Sachs, or some other iron clad balance sheet, that would kitchen sink the cash needed to drive the growth from here. but they wont. because they can boot strap on their own, just keep recycling the cash flow and dont do anything stupid. why give away upside? means more volatility over the next 4-8 qtrs, but also gives small investors the chance to catch a ride to the promised land. $GLXY gonna be $25-30 again within 6 months is my prediction. 50-80% return if you have the ability to shovel some onto the balance sheet. Democrats wont stop this train, its inevitable.
$GLXY is a fat pitch here. data center stuff will continue mature, and the value will continue to become more obvious, and accrue to those willing to invest now, as milestones are passed. Helios is a phenomenal asset, and they stole it, got control, and own it for peanuts. at the end of the day that one investment is what will enable a series of long term financial wins. the team that is executing on this asset is very solid. the tailwinds on crypto, dollar debasement, will continue to allow a melt up of all that they own and control and are building. the best part is you are well aligned, they have skin in the game right along side you. the $CRWV situation will inform future decisions, and im willing to bet, the future deals they sign will be with even more clear line of sight to the cash flow. In any event. great job on that call. they took questions for over an hour. the haters and fear fud spreaders are alive and well, and u need them to have a great return. i understand why $GLXY equity got smashed 50% in the past month, but its a great oppy. normally you cant buy assets of this quality in a nice liquid format like this. officially on the Helios bandwagon.
$GLXY is a fat pitch here. data center stuff will continue mature, and the value will continue to become more obvious, and accrue to those willing to invest now, as milestones are passed. Helios is a phenomenal asset, and they stole it, got control, and own it for peanuts. at the end of the day that one investment is what will enable a series of long term financial wins. the team that is executing on this asset is very solid. the tailwinds on crypto, dollar debasement, will continue to allow a melt up of all that they own and control and are building. the best part is you are well aligned, they have skin in the game right along side you. the $CRWV situation will inform future decisions, and im willing to bet, the future deals they sign will be with even more clear line of sight to the cash flow. In any event. great job on that call. they took questions for over an hour. the haters and fear fud spreaders are alive and well, and u need them to have a great return. i understand why $GLXY equity got smashed 50% in the past month, but its a great oppy. normally you cant buy assets of this quality in a nice liquid format like this. officially on the Helios bandwagon.
$GLXY i love that bloomberg news or research or whatever goofy title they have is negative. do u work in the green energy research department? the worlds oil demand peaked 4 years ago! lmao
$GLXY michael kim from bloomberg, u got them!!!!! there is a dime that was on the ground that is now a nickel and 5 pennies!
$GLXY the actual market for Helios is getting TIGHTER. stock (market) is showing the OPPOSITE.
$glxy the longer they wait - the more the price goes up
Galaxy continues to advance discussions with prospective tenants for the additional 830 MW of approved capacity at Helios II not yet under lease, with market dynamics seen as increasingly favorable
$glxy follow this man. he calls the game straight.
$GLXY +5% pre-market after Q3 EPS release
Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2.
Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27.
Helping the price: new $200M buyback authorized after the first one finished Oct 15. About offsets stock comp dilution. Share count barely moved.
Open items for the 8:30am call: Helios II leasing interest, Phase 3 funding, McGregor.
$glxy people gave novo so much sht for talking about the next big tenant in helios, now its f zip locked mouths. but its coming. gotta methodically hoover stock here.
$glxy risk is really mis priced. huge oppy. even here. mgmt is smart to play rope a dope a little on the next tenant and hoover up shares.
$API ceo more open market buys
$API i mean yes and no - they have $150M in ARR already, the new stuff is ramping. bleeding edge this voice ai stuff. its coming. they have real edge in the space. privates are being valued at $1-2B that are pre revenue. this thing is a f gift at $4. absurd price. there is a crazy big squeeze coming. never seen a co at this size so systematically take down share count and have the ceo and founder in there trying to buy back such a big chunk. hes 3% done on his repurchases. when it catches notice and goes, its gonna go like 50-100% in a month. pretty convinced. $API should be at 2x ARR today, thats 75% upside, its gonna go, 5x ARR would not shock me in the least given no supply in the stock and under owned. 5x arr is $14 per share. its gonna happen. been kicking the tires hard. ceo insider buying of $20M on open market confirms it. they wont call people back, they are not marketing, they are quietly just hoovering up the stock for the big re-mark
