🚀 Galaxy Digital's bold 15-year AI hosting deal with CoreWeave is set to transform its West Texas Helios facility! By repurposing 200 MW for CoreWeave's GPUs, Galaxy aims to generate $4.5B over the contract, boosting annual revenue by $300M. This move highlights significant growth potential with 600 MW more capacity for future expansion.

💡 Despite upfront costs of $1.46B-$1.73B, mostly financed through debt, Galaxy keeps recurring costs low. Analyst Mike Colonnese maintains a Buy rating but adjusts the price target to C$30. Share your thoughts below!