Extract Alpha from Financial Content

Galaxy Digital (GLXY) could see significant upside from its data center business, with an estimated potential enterprise value exceeding $100 billion if its 3.5GW Helios facility is fully leased. The recent acquisition of an additional 1GW of power at Helios signals strong demand and management confidence, following the successful lease of 800MW to CoreWeave. If GLXY can lease another 800MW on similar terms, its data center EBITDA could double to $2 billion, potentially valuing this segment at $40 billion in equity.

Palantir Technologies (PLTR) has seen a significant price appreciation, with the post highlighting a move from $7 to $177.11. The image shows PLTR trading at $177.11, up $3.84 (2.22%) today. This indicates strong bullish momentum for the stock.

Galaxy Digital Holdings ($GLXY) is positioned to benefit from both crypto and AI booms, as highlighted by its CEO Mike Novogratz. The company recently had its best month, driven by a $9 billion crypto trade and a significant data center expansion. Investors should monitor $GLXY for potential growth as it capitalizes on increasing institutional interest in digital assets and infrastructure.

A potential change in Federal Reserve leadership points towards future interest rate cuts, which could provide a significant tailwind for the stock market. For direct exposure to the artificial intelligence boom, Nvidia (NVDA) remains the dominant market leader and a core portfolio holding. As a higher-growth alternative, consider Advanced Micro Devices (AMD), which is the primary challenger positioned to take market share from Nvidia. The stock's premium valuation reflects high expectations, as investors are betting on AMD's ability to capture 10-11% of the data center GPU market. Strong leadership from CEO Lisa Su is a key factor supporting this high-conviction growth story.