In short: Third of the five Byrd expects to benefit. Included in the same bucket of companies "with access to lots of electricity — and a growing business model of selling that power to data centers" that he calls "a safe harbor in the selloff."
Galaxy sits in Byrd's list of five because it belongs to the same category: a crypto-native company that ended up owning large amounts of contracted electricity and is now selling that power to AI tenants. The article groups it with the miners rather than treating it as a financial firm, because for this argument the only thing that matters is whether you already control connected megawatts.
The caution worth keeping is that the five names are not interchangeable — they differ in how much of their value is the installed site versus the expansion pipeline that still needs approvals. Byrd's call protects the first and not the second.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.