Mardo
7.4K posts
Mardo
@MardoResearch
Former VP at $16 billion private credit fund; Ex-Founder; Currently building MetaKai (research OS for investors). Top picks: $GLXY $HYMC $MU $SNDK.
Austin, TX เข้าร่วม Eylül 2021
2K กำลังติดตาม11.8K ผู้ติดตาม
@TotalWorldApps At this rate I think we see $40 by July if we announce a nice new tenant for Helios. $50 if economics are better than current Coreweave deal (while factoring in tenant credit/tier) and Bitcoin is up.
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@MardoResearch Im abt to sell my $HOOD shares after dis man
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@BizarCoin At some point, once EBITDA starts flowing, the market should reflect the true value of the data center. I agree with you, makes for a tougher story than a pure play though, but maybe that's good so we can arbitrage the opportunity.
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Well, you’ll find a large echo chamber here on X that shares your view.
I say this as a long time Galaxy bull: the market hates the business combination. Tail beta and correlation are horrible, realized vol is disgusting. Adding the stock as an institutional investors is hardly appealing. Either they split the business or it stays depressed, imho.
Of course I hope I am wrong, as I am long GLXY.
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@leevalueroach Such a horrible take. How about whoever bought NVDA SNDK MU early? Those are all well covered stocks.
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If you have under $10 million and you are buying Apple, you have voluntarily entered the one fight in all of public markets where you have no edge, no advantage, and no reason to exist.
There are 40 PhDs, three sell-side teams, and a sovereign wealth fund modeling Apple’s next quarter to the penny, and you, with your brokerage app and your podcast opinions, have decided to join that table. You will not find a mispricing in Apple. The mispricing in Apple was arbitraged away before you finished reading the headline.
Meanwhile there is a $90 million industrial parts distributor in Wisconsin that no analyst covers, no fund can buy because the position would take six weeks to build, and no institution will touch because it would not move the needle on a billion-dollar book. That is your table. That is the only table where being small is an asset instead of a punchline. Your size, the thing that feels like a limitation, is the single greatest structural edge available to a human being in public equities, and you are spending it on the most picked-over stock on Earth.
The big funds cannot follow you down here. That is the entire point. Go where they physically cannot fit.
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$GLXY is a $100 stock larping at $35.
Mardo@MardoResearch
$GLXY is a $100 stock larping at $33.
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@DeepValueBagger @StonkShepherd @ShortMyExistenc They’re spending money to grow their data center / cloud business just like Google and Amazon. Not to defend their business.
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@StonkShepherd @ShortMyExistenc $ORCL is spending money to defend their business. I would stay 100% away from that. I'm not even sure what Oracle business is anymore. 638B backlog, 300B from OpenAI and 263B come from hyperscaler. Are they datacenter/infrastructure company now? What is the value?
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@MardoResearch This is fun. I will do $34 next (tomorrow morning)
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@peterstoffel4 Why do you think he cancelled? Cause Iran blinked…we hit them hard and keep funneling oil from Hormuz. They’re losing.
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@MardoResearch you see... wake up !
he cancelled the strikes and the market goes up... fuck trump
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@peterstoffel4 Open your eyes to what happened this morning after things escalated. x.com/geiger_capital…
Geiger Capital@Geiger_Capital
*TRUMP: WE WILL BE HITTING IRAN HARDER THAN HUMANITY HAS EVER SEEN The stock market:
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@MardoResearch are you stupid or what??? market tell's trump to fuck off!
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Mardo รีทวีตแล้ว
$GLXY is building the infrastructure that will underpin two of the most powerful forces reshaping the global economy: the proliferation of AI and the digitization of financial services.
AI Infrastructure
The future of digital innovation will depend on the development and expansion of AI data centers. $GLXY owns a 1,500+ acre campus in Texas with 1.63 GW of approved power capacity and the potential to scale to 3.6 GW, making it one of the largest data center campuses in the world. We're also actively evaluating a pipeline of new sites across the U.S. and I expect we will be discussing a multi-campus portfolio within the year.
Digital Infrastructure
As blockchains increasingly become the rails for moving, settling and storing value, the world's largest financial institutions are recognizing the need for the technology, infrastructure and expertise to operate in this new environment. Over the past 8+ years, $GLXY has built a full blockchain infrastructure stack spanning wallet infrastructure, private key management, staking, tokenization and more. We've used this infrastructure internally at scale and now provide it to institutions through custom deployments, white label solutions and managed services.
The next decade will be defined by exponential growth in compute and the continued digitization of the economy. $GLXY is positioned at the center of both.
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