Blake King (@blakerking93) header
Blake King (@blakerking93) profile picture

Power at @GalaxyHQ | Prev @ERCOT_ISO, @ORNL, @RESGroup | Opinions are my own.

Galt's Gultch
Joined June 2012
Blake King retweeted
The blue wave has weighed on companies like ours. I get it. But let’s not confuse politics with long-term fundamentals. Finance is moving onchain and demand for AI is exploding. These are generational shifts that will play out across administrations and market cycles. We’ve spent years building Galaxy to win in both. That includes Texas, where we delivered Helios Phase I on schedule and 800 MW is already leased under long-term contract. We’ve worked with legislators and local communities there for years, and we’ll keep doing that with the new administration. We share the same goals: reliable power, protected water and strong communities. I see a massive disconnect between where $GLXY trades and what I believe this company is worth. That’s why I’m buying more stock, starting today. I’m betting on us, big time.
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Blake King retweeted
Replying to @nic_carter
Long vol, @blakerking93
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Blake King retweeted
ERCOT and TSPs trying to determine a feasible direct transmission cost allocation solution for new loads
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Blake King retweeted
Grateful for the opportunity - and incredibly proud of what this team is building.
Hats off to the $GLXY Data Centers team on delivering the first data hall to CoreWeave! In a market where nearly half of U.S. data center projects slated for 2026 are reported to be delayed or canceled, execution is what separates the teams that actually deliver from the rest. Yes, power is scarce, but power doesn’t build data centers. It takes deep in-house expertise across design, engineering, operations, power, procurement and capital markets. It takes strong partnerships with tier one contractors. It takes 1,000+ people, unrelenting coordination and countless hours working toward a single outcome. No large-scale build goes perfectly to plan. Weather, supply chain disruptions, and infrastructure challenges are part of the process. That’s exactly what makes this milestone so meaningful. Many more to come.
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Blake King retweeted
It's abundantly clear that you can just do things...! Excited about the progress at our Helios data center campus in Afton, Texas!
Spent time in Afton, Texas this week with investors touring our Helios data center campus! The pace and scale of construction is incredible, with more than 1,000 workers bringing the build to life. This is what building one of the largest front-of-the-meter data center campuses in North America looks like. And this is just Phase I 👀 $GLXY
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Spent time in Afton, Texas this week with investors touring our Helios data center campus! The pace and scale of construction is incredible, with more than 1,000 workers bringing the build to life. This is what building one of the largest front-of-the-meter data center campuses in North America looks like. And this is just Phase I 👀 $GLXY
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Blake King retweeted
Base Power Company: we want to give you affordable, reliable power Astro Mechanica: we want to give you really fast flights at a good price Somos Internet: we want to give you really fast, reliable internet at a good price Cuby: we want to build you a house for much less AI Labs: we want to take your stupid job and we can't promise we're not going to kill you and everyone you love
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Seeing AIRCOT fizzle today
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Big step forward for Galaxy!
$GLXY just completed ERCOT interconnection studies and secured approval for an additional 830 MW of power at our Helios data center campus in West Texas! That brings us to 1.6+ GW of approved power capacity, with 800 MW already committed to CoreWeave. This puts Helios among the largest and fastest-growing data center developers globally, and marks a huge step forward in our mission to build a multi-tenant, multi-gigawatt data center business. Access to reliable power at scale is the scarcest and most valuable asset in the world - it’s the foundation of the AI revolution. Next step: securing a world-class tenant to develop the next AI data center at Helios. Game on! investor.galaxy.com/news-rel…
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Blake King retweeted
If you don’t know, now you know 🦅
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Good morning and Happy Real Time Co-optimization Day to all who celebrate!
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Blake King retweeted
Wholesale electricity market stakeholder processes are going so well that hyperscalers now see the final frontier as a reasonable alternative
JUST IN: Google CEO wants to put data centers in space
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Excited to have Morgan Stanley initiate research coverage on $GLXY with an overweight rating! They’re now our 13th analyst, 12 of whom have Buy/Overweight ratings on $GLXY. Hard to believe that when I started 3.5 years ago, we only had 4 analysts covering us. It’s great to see the growing recognition of the $GLXY story and investment thesis.
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17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down. @SenateDems could learn something from that.
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Blake King retweeted
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I’m proud to announce that one of the largest and most respected names in global asset management has agreed to a $460M strategic investment in $GLXY. The proceeds will support general corporate purposes and drive the buildout of our Helios data center campus, which remains on track to deliver 133 MW of critical IT load in the first half of 2026 under our Phase One lease. One of the key benefits of becoming a U.S.-listed company was the opportunity to institutionalize our shareholder base. Over the past five months we’ve done just that, with several of the world’s leading asset managers now holding significant positions in $GLXY. The conversations I’m having with institutional investors are among the most constructive and high-conviction I’ve experienced in my time at $GLXY. Asset managers, sovereign wealth funds, corporates, hedge funds, family offices, and individuals all across the world are deeply engaged on our story. The conviction we’re seeing today is just the foundation for what’s to come. Separately, $GLXY will be reporting 3Q25 earnings on Tuesday, October 21 and for the first time, we'll be streaming our earnings call live on YouTube. Thanks to all our shareholders and followers for the feedback! See you then.
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This month, right on the heels of today’s Series C announcement, @basepowerco will operate the largest aggregated distributed energy resource (ADER) fleet in ERCOT. Our fleet of residential, behind-the-meter Base Power Company batteries demonstrates two important things:
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it's cool to announce you're spending $100 billion in cash over some long and vague timeframe and then your market cap goes up by more than $100 billion
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Blake King retweeted
Debunking The Biggest Lies Told About Charlie Kirk (0:00) - Intro (10:58) - On Second Amendment (12:48) - On Empathy (15:42) - On Gay People (17:58) - On Trans People (24:21) - On Racism (28:21) - On Affirmative Action (30:58) - On Critical Race Theory (34:56) - On Illegal Immigration (39:12) - On Abortion (44:22) - Charlie’s Why (49:48) - Liberal Threats (50:55) - Leaving The Left (52:29) - My Thoughts
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