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CoreWeave's $6B Jane Street contract is the largest-ever AI cloud deal with a non-AI-lab customer — validates Rittenhouse's February thesis that CRWV's long-term success depends on diversifying beyond hyperscalers and AI labs toward enterprises. Analog: AWS's early cloud-native-startup focus before enterprise proliferation. Signal for $NBIS too, which has been emphasizing the same enterprise pivot.
Sam argues Galaxy's recent 30% gain understates its potential given newly approved 830 MW at Helios (doubling approved capacity to 1.6 GW) layered onto an already-cheap valuation. The 1.6 GW scenario implies ~$80/share equity value at full build and ~$40/share present value, combined with Galaxy's Digital Assets segment (60% of base case, supported by CLARITY crypto legislation and on-chain innovations like tokenized equity and commercial paper issuance) points to total valuation above $80/share versus Friday's $31.90 close. Execution on contracting the new power tranche and visible construction progress remain critical catalysts.