You can't even make it up.
Shaun Maguire @shaunmmaguire, who led the Series A in "quantum-computing" company IonQ $IONQ, more or less admits he agrees entirely with Martin Shkreli @MartinShkreli on quantum.
Shkreli, of course, is a massive quantum bear, calling $IONQ "one of
With all due respect, your take here is ridiculous, especially considering how other "data center developers" in your ETF's portfolio operate.
Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming 80% LTC (i.e. that Galaxy $GLXY can raise 80%, or $5.3B of
People have gone to jail for way less than the ridiculous gaslighting here from $IREN BoD Mike Alfred.
He is claiming that $CRWV, which was at $5B of ARR last quarter and $50B+ of backlog, can’t “compete at scale”, but $IREN, which was at $28MM of ARR can.
$5 billion vs. $28
Rittenhouse Research is long Galaxy Digital $GLXY$BRPHF
We believe Galaxy's flagship data center Helios will generate $1.7B of EBITDA and $32B of equity value in the near-term, w/ significant further upside.
Our full thesis can be found via PDF here:
rittenhouseresearch.substack.com/p/galaxy-digit…
Cipher Mining ("Cipher") $CIFR reported their Q3-25 earnings today, and more importantly, announced a data center co-location transaction with Amazon $AMZN whereby Cipher provides AWS with an estimated 200MW of critical IT load DC capacity.
The $5.5B of total contract value
Galaxy Digital $GLXY trading down in pre-market on the issuance of this "2031 Exchangeable Note ("muh dilution") is amusing given this raise actually affords them flexibility to refi their existing 2026 Exchangeable Notes with cash (instead of stock), limiting potential dilution
$IREN Cloud's largest ever customer, PoolsideAI, just announced a massive deal with CoreWeave $CRWV.
For some backdrop, $IREN launched their cloud offering in early 2024, and secured Poolside as their first (and only) marquee customer logo on a short-term contract than ran
We believe that to compete at the frontier, you have to own the full stack: from dirt to intelligence.
Today we’re announcing two major unlocks for our mission to AGI:
1. We're partnering with @CoreWeave and have 40,000+ NVIDIA GB300s secured. First capacity comes online
Core Scientific's $CORZ rumored deal with CoreWeave $CRWV should result in a material re-rating of Galaxy Digital's $GLXY shares. $GLXY 's enterprise value ($5.7B) currently represents at a ~20% discount to $CORZ ($7.3B) despite the facts that:
- Galaxy's contracted revenue
“JANE STREET DISCLOSES A 5% POSITION IN CIPHER MINING $CIFR !!!!”
Yes, Jane Street accumulated a position in Cipher because they are extremely bullish on the Cipher’s long-term prospects, and they intend to hold this position for years, maybe even decades!
They certainly did
Fun-fact about SharpLink $SBET and Galaxy Digital $GLXY:
Galaxy @galaxyhq has an asset management agreement with SharpLink to manage $SBET's ETH Treasury.
The asset mgmt. agreement outlines a tiered 0.25% - 1.25% mgmt. fee as a % of AUM.
The asset mgmt. agreement (as also