TheValueist(@TheValueist):AI TRADE CAUTIONARY SIGNAL • $GLXY (Galaxy Digital Inc.), FQ3 2026 call, reported 10/27/26 • Speaker: Christopher Ferraro, management • Topic: ai_capex_guidance "Financing markets have also become more selective, and we believe access to capital will increasingly favor developers with proven execution capabilities, high quality counterparties, and financing structures that appropriately allocate risk." • Bears on: Access to capital and financing for new data center developments

TheValueist

@TheValueist

Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.

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TheValueist@TheValueist

2026.10.27 15:04

AI TRADE CAUTIONARY SIGNAL • $GLXY (Galaxy Digital Inc.), FQ3 2026 call, reported 10/27/26 • Speaker: Christopher Ferraro, management • Topic: ai_capex_guidance "Financing markets have also become more selective, and we believe access to capital will increasingly favor developers with proven execution capabilities, high quality counterparties, and financing structures that appropriately allocate risk." • Bears on: Access to capital and financing for new data center developments