What top creators are saying about Galaxy Digital Holdings Ltd.(GLXY)— Page 2

The company has updated its Phase 3 delivery timeline to 2027, representing a shift in its long-term project roadmap.

Bullish outlook based on a potential short squeeze setup, contingent on securing a new tenant, the Clarity Act passage, and new ERCOT approvals.

Added to the Russell 1000 index, indicating increased institutional visibility and potential inflow.

Integrated model of crypto services and AI infrastructure creates a significant moat; expansion includes the Merlin site and 3.5GW campus potential.

The author expresses a direct bullish sentiment on the company.

Viewed as the most asymmetric trade in the market with significant long-term call option positions targeting prices up to $65 by 2026.

Highly bullish on its 'full-stack' position in crypto and AI infrastructure, specifically its 3.5GW power pipeline at the Helios campus.

Highly bullish due to upcoming Russell 1000 inclusion and AI infrastructure expansion at Helios and Merlin sites.

Integrated model of crypto services and AI infrastructure described as a 'beach ball underwater' with significant valuation upside and massive power campus potential.

Strong execution in AI infrastructure and synergy between crypto services and data centers; significant long positions via call options.

Integrated model of crypto services and AI infrastructure with significant growth potential at Helios and Merlin sites via GPU hosting.

Speculation of a partnership with SpaceX regarding the Merlin data center project and potential links to xAI via the GXMG entity.

Author is 'max long' and bullish, citing confidence in Mike Novogratz's market approach and strategic positioning.

Held as a position to capture growth in compute and AI infrastructure

Approved for 'Project Merlin,' a 500-acre AI data center facility; company is privately funding infrastructure using a proven development playbook.

Author favors keeping the company as a single entity due to strong synergies between business lines, particularly within the Galaxy Power division.

Highly bullish due to a new site acquisition and 830MW lease expected to add over $1B in contracted EBITDA; investor is leveraging long positions via call options.

Highly bullish following an 830MW lease acquisition projected to add over $1B in EBITDA and expansion via Project Merlin.

Expected capacity expansion of 100MW to 250MW via the 499-acre Project Merlin, involving $400 million in capital expenditure.

Significant $500,000 call option activity and a new site acquisition announcement indicate strong upward momentum.

Acquired 500 acres of land in McGregor to develop a new data center, expanding its multi-site, multi-tenant data center portfolio.

Developing 'Project Merlin' with over $400 million investment and seeing heavy call option accumulation.

Significant data center capacity potential with projections of up to 1 GW+ infrastructure development using high-density racks.

The company is seeing progress on power approvals for its Helios site (1.63GW approved) and potential expansion at the Merlin site, with key regulatory milestones approaching in August.

Maintains a max long sentiment due to a high-margin 800MW lease agreement with Coreweave expected to generate $900M in annual EBITDA, with further upside from 830MW additional leasing and the Merlin site development.

The author is 'long and strong' on the asset, expressing a highly bullish outlook.

Asset is currently undervalued and is expanding into a multi-site, multi-tenant datacenter business

Highlighted as a relevant asset to benefit from the bullish outlook on the digital asset market.

Expanding data center portfolio through Project Merlin in Texas to integrate energy-scale assets with AI orchestration capabilities.

Company is already compliant with Governor Abbott's 2026 Data Center Directive due to proactive infrastructure and environmental agreements in McGregor, Texas.

Highly bullish outlook based on a potential 500MW increase in data center capacity; author actively trading July 16 $35 call options.

Highly bullish sentiment following approval for 'Project Merlin' data center; significant call option activity reported at $35 strike.

Reaching critical regulatory and operational milestones for the Helios facility and ERCOT 'Batch Zero' readiness process through August.

Bullish outlook driven by an inbound 830MW lease catalyst; investor holds long call options despite recent price volatility.

Bullish outlook maintained despite current unrealized losses, driven by an anticipated 830MW lease and plans to increase position via call options and future platform availability.

Viewed as a generational play due to its 3.5GW capacity at Helios and a major incoming 830MW lease, bridging data centers and digital assets.

Described as a 'generational entry' due to its 3.5GW Helios data center platform and a high-value contract with Coreweave expected to generate ~$1B in annual profit.

Described as a generational play due to its Helios facility's 3.5GW capacity, potentially valuing the asset at $75B–$100B.

Ownership of the Helios data center campus with up to 3.5GW capacity provides massive valuation upside potentially reaching $75B–$100B.

Positioned as a unique 'one-of-one' asset due to its massive Helios data center campus and significant power capacity for AI and digital asset infrastructure.

Potential for significant re-rating if valued at data-center multiples following a successful distressed mining site acquisition.

Strong community support and lack of local resistance for its Helios mining facility in Texas provide an underrated operational advantage.

Specifically highlighted as a primary ticker of interest within the long-term selection.

Included as a specific component of a 2027 investment plan.

The author maintains a 'maximus longus' position due to strong bullishness regarding AI and compute demand.

The author maintains a long position and expresses high bullishness driven by the surging demand for AI compute and advanced model capabilities.

Valuation projected at 20x an estimated $2 billion in annual EBITDA driven by hyperscaler deals and Helios site development.

Projected 70% rerate driven by a strong crypto balance sheet and a massive data center business valued at $17B based on 1.6GW power capacity.

The asset is showing a recovery trend and approaching a key technical resistance level after a +3.88% gain.

Looking technically interesting if it breaks certain levels.