LFG retweeted
Rented a VPS, subscribed to Codex, and got my IMD agent online 24/7.
Seat’s running. Waiting on mainnet jobs.
Seems like Blackstone is the next to enter the Neocloud / AI power facility space - $WULF giddy up!!! $IREN $HUT $NBIS
blackstone offloading $3.5B in data center stakes to Digital Realty is private equity rotating out, not retreating. the specialized REITs are absorbing the physical layer while PE chases the next build cycle.
LFG retweeted
Before debating the model, define the business.
TeraWulf CFO Patrick Fleury clears up a key misconception around $WULF: TeraWulf provides the powered infrastructure, controlled environment, and access to reliable power and cooling. The tenant owns the technology stack.
That distinction is fundamental to maintenance CapEx assumptions and financial modeling.
We're always happy to engage with investors looking to better understand the model 🐺
$wulf Patience & Power (AI & financial) is whats needed to get the right customer for Hawesville youtu.be/J0j2591E8pc?t=1016
$Corz :
Bottom line: Headline GAAP numbers missed (as expected), but the operational/AI story beat expectations and continues to be the main driver for the stock. Quick breakdown:Revenue was roughly in line. The AI/high-density colocation revenue exploded as expected (now ~67% of total revenue), offsetting the decline in self-mining.
GAAP EPS/net income looked ugly only because of ~$297M in non-cash charges ($266.5M impairment + $30.8M fair-value loss on warrants/CVRs). These are accounting noise and don’t reflect operations.
Adjusted EBITDA flipping positive is a big win — shows the business is starting to generate real cash profitability as the AI pivot ramps.
Other positives highlighted: 243 MW already billing for colocation (~$350M annualized run-rate), power pipeline now at 4.5 GW, and the Muskogee/Pecos expansions on track.
After watching industry, why would you ever let your money be controlled by someone else! They are human and they easily manipulated
Breaking: $GLXY is not just a crypto company.
the ERCOT proposal introduces procedural changes to manage explosive demand but does not appear to threaten Galaxy's secured 1.6+ GW at Helios. The approval remains intact, construction proceeds, and near-term timelines (early 2026 power-on for CoreWeave) look resilient. This positions Galaxy favorably compared to less advanced competitors, though broader grid constraints could influence longer-dated expansions. Market views (e.g., analyst notes, earnings commentary) treat the approval as a durable positive driver for $GLXY.
LFG retweeted
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