u/j1022

Reddit r/wallstreetbets
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 1
90d 1
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GLXY long -8.5%
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GLXY ×1
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GLXY long 3 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d
90d
Average Return -8.5% Long Return -8.5% Short Return -
Average Return
7d -11.5%
30d
90d
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Long
May 12
$31.14
-8.5%
CoreWeave committed $1.4B in project financing for Helios, anchoring long-term demand and de-risking buildout. Market still values GLXY as a crypto trading firm, ignoring the recurring AI infrastructure revenue (projected ~$1B annually at full ramp). As Helios scales, valuation frameworks should expand, leading to a re-rating of GLXY as a hybrid AI infrastructure + crypto company. Execution delays, power/regulatory issues in ERCOT, crypto market collapse weighing on the legacy business, or CoreWeave default. No other actionable trade ideas in this post.
CoreWeave committed $1.4B in project financing for Helios, anchoring long-term demand and de-risking buildout. Market still values GLXY as a crypto trading firm, ignoring the recurring AI infrastructure revenue (projected ~$1B annually at full ramp). As Helios scales, valuation frameworks should expand, leading to a re-rating of GLXY as a hybrid AI infrastructure + crypto company. Execution delays, power/regulatory issues in ERCOT, crypto market collapse weighing on the legacy business, or CoreWeave default. No other actionable trade ideas in this post.
Fintech
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