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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
参加 April 2024
348 フォロー中    47.1K ファン
$GLXY CEO bought $9.9M worth of shares purchased outright on the open market Impressive, very nice
The blue wave has weighed on companies like ours. I get it. But let’s not confuse politics with long-term fundamentals. Finance is moving onchain and demand for AI is exploding. These are generational shifts that will play out across administrations and market cycles. We’ve spent years building Galaxy to win in both. That includes Texas, where we delivered Helios Phase I on schedule and 800 MW is already leased under long-term contract. We’ve worked with legislators and local communities there for years, and we’ll keep doing that with the new administration. We share the same goals: reliable power, protected water and strong communities. I see a massive disconnect between where $GLXY trades and what I believe this company is worth. That’s why I’m buying more stock, starting today. I’m betting on us, big time.
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