What top creators are saying about Galaxy Digital Holdings Ltd.(GLXY)— Page 3

400 AI-extracted insights from 28 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Galaxy Digital Holdings Ltd. (GLXY) — Page 3 of 8

Showing insights 101–150 of 400.

Wednesday, December 24, 2025

Neutral

Cited as a major source for bullish predictions on stablecoins, tokenization, ETFs, and privacy coins, indicating it is a key thought leader in the space.

Friday, December 12, 2025

Very Bullish

Partnering with JPMorgan on a debt issuance project using the Solana blockchain, indicating involvement in institutional adoption of crypto technology.

Bullish

The company is reportedly planning to issue tokenized stocks on the Solana network, positioning it as part of the broader tokenization theme.

Bullish

Involved in a debt tokenization deal with JP Morgan using a SOL token.

Tuesday, December 9, 2025

Very Bullish
Target: $60

The company's dual expertise in crypto and AI data centers offers a unique position and excellent exposure to these high-growth sectors, leading to a $60 price target.

Very Bullish
Target: $60

Rallied over 9% and received a $60 price target from an analyst, benefiting from the strong momentum in cryptocurrency prices.

Very Bullish
Target: $60

Initiated with an Outperform rating and a $60 price target due to its position at the 'epicenter of two megatrends - Crypto & AI,' with analysis highlighting a potential $35/share value from the CoreWeave deal.

Thursday, November 27, 2025

Very Bullish

Accelerating its data center build timeline could significantly boost 2026 EBITDA from an estimated $215M to $637M, making its current valuation of the crypto and data center businesses seem attractive.

Friday, November 21, 2025

Very Bearish

The stock is down -28% recently, participating in a massive pullback across the publicly traded crypto company sector.

Wednesday, November 19, 2025

Very Bullish
Target: $55.76

Secured $1.15 billion via an exchangeable note and $360 million in a stock sale, significantly bolstering its balance sheet and providing capital for its crypto and data center expansion strategy.

Friday, November 14, 2025

Very Bullish

Highlighted as a key investment opportunity in the AI 'gold rush' for underlying infrastructure like data centers.

Very Bullish

Highlighted as a strong investment opportunity, having rebounded 9% from intraday lows, potentially signaling a bottom. The company is building a 'powerhouse business' in both Crypto and AI, positioning it as a potential 'next data center giant' and a leader in the RWA (Real World Asset) boom.

Thursday, November 13, 2025

Very Bullish

A director purchased 24,000 shares for approximately $730,000, an insider buying activity that suggests a strong belief in the company's future prospects.

Wednesday, November 12, 2025

Very Bullish

Positioning as a key player in AI and crypto convergence with a rapidly growing AI data center business and strong Q3 net income. Investors should watch its strategic focus on AI infrastructure and crypto growth.

Tuesday, November 11, 2025

Very Bullish
Target: $31

A speaker expressed confidence in CEO Mike Novogratz and stated they believe the stock is a 'buy at $31'.

Monday, November 10, 2025

Very Bullish

A director purchased 10,000 shares, which is considered a bullish signal, possibly related to potential positive developments like ERCOT approvals for its Texas operations.

Very Bullish

Insider buying by a director (10,000 shares) suggests potential positive developments and a catalyst for the stock, possibly related to ERCOT approvals.

Friday, November 7, 2025

Very Bullish

Shows strong potential for a re-rate with evidence supporting an additional 800MW of power capacity by year-end for its Helios data center. Appears to be on sale following recent dips, with Morgan Stanley initiating overweight coverage.

Thursday, November 6, 2025

Very Bullish

High probability of receiving approval for additional power at its Helios facility, which could lead to a lucrative new tenant deal and significantly reprice the stock. The current market cap is considered 'insanely cheap' given its EBITDA potential.

Tuesday, November 4, 2025

Very Bullish

Investor is bullish and buying calls due to anticipated significant repricing over the next 3-6 months, with catalysts including an expected 800MW approval and new anchor tenants, making its current valuation appear undervalued.

Monday, November 3, 2025

Very Bullish

Strongly recommended by @FloodCapital as a long-term investment opportunity in the sector.

Very Bullish

Seen as a strong buy opportunity and a 'steal' after a recent sell-off, with superior lease economics, an anticipated 800MW approval, and potential for major tech partnerships.

Very Bullish
Target: $36

The author loaded 2026 calls, viewing the current crypto-related sell-off as a buying opportunity and noting current prices are a 'steal' compared to a recent purchase by Capital Group at $36.

Saturday, November 1, 2025

Very Bearish

The original poster implies a negative outlook ('⬇️⬇️') on the stock, possibly related to its crypto and AI positioning.

Duncan
$GLXY ⬇️⬇️
DuncanTwitter279 days ago
Very Bullish

Analyst is adding to a long position, citing strong demand for long-term power contracts for its Helios mining operation, which is expanding to capitalize on the AI supercycle's need for compute power.

Friday, October 31, 2025

Bullish

Suggested as a 'picks and shovels' investment for those bullish on the Solana ecosystem, as the firm is a key player pitching Solana to Wall Street.

Tuesday, October 28, 2025

Very Bullish
Target: $55.76

Issued a new $1.15B exchangeable note to refinance existing 2026 notes, reducing potential share dilution by 5.36 million shares, decreasing annual interest expense by $7.6 million, and retaining over $700 million in cash for growth.

Very Bullish

Issued new 2031 exchangeable notes to refinance debt, reducing potential dilution by 5.36 million shares, providing $705 million in cash for growth, and cutting annual interest expense by $7.6 million, which is considered a financially strategic decision.

Monday, October 27, 2025

Very Bullish

May see significant upside from potentially securing an additional 800MW in AI data center capacity, which is seen as a strong growth catalyst aligning with the booming AI infrastructure business.

Bearish

Stock fell 9% after announcing a $1 billion offering of exchangeable senior notes, a form of shareholder dilution. The dip is seen as a potential buying opportunity.

Sunday, October 26, 2025

Very Bullish

Part of a trend where companies leverage crypto mining assets (large-scale power, land) for the more lucrative AI infrastructure market, creating a potential re-rating opportunity for the stock.

Thursday, October 23, 2025

Bullish

Mentioned as a stock that has 'taken a beating', which could present a healthier entry point for a potential 'next leg up' driven by data center demand.

Wednesday, October 22, 2025

Very Bullish

Reported its best quarter in history, beating EPS by 260% and revenue by 90%, and is strategically expanding into AI-related data centers.

Very Bearish

Stock is down significantly even after reporting strong earnings, suggesting positive news was already priced in and momentum is fading.

Tuesday, October 21, 2025

Very Bullish
Target: $180/share

Projected annual profits of $3B could imply a target price of $180/share based on an S&P 500 forward P/E of 24x, a significant increase from its current valuation.

Very Bullish

Highlighted as having its best quarter in history and is considered 'still just getting started,' suggesting a strong growth outlook and potential for significant revenue growth with scalable infrastructure.

Very Bullish

Reported a 'mind-boggling' Q3 earnings beat with $505M in Net Income, a significant jump from Q2, driven by exploding crypto volumes and a 140% QoQ increase in trading volume. This strong performance suggests a very bullish outlook.

Very Bullish

Significantly beat earnings (EPS $1.01 vs $0.28 expected) and revenue ($29.218B vs $15.36B expected), showing substantial momentum and robust results with massive year-over-year growth.

Monday, October 20, 2025

Very Bullish

Viewed as a direct 'picks and shovels' investment into the theme of institutional crypto adoption and the tokenization of real-world assets. The planned launch of an on-chain credit product is a significant potential catalyst.

Saturday, October 18, 2025

Very Bullish

The author is 'all in' on the asset, suggesting a belief that it may be undervalued or poised for recovery amidst the broader altcoin weakness.

Duncan
All in $GLXY
DuncanTwitter293 days ago

Friday, October 17, 2025

Very Bullish

Could see further upside as it is well-positioned to lease data center capacity to companies like Oracle. Securing large deals could drive additional gains.

Duncan
$GLXY
DuncanTwitter294 days ago

Thursday, October 16, 2025

Very Bullish

Presented as a top stock pick for the current crypto cycle due to its AI data center business, strong institutional crypto business, and upcoming neobank launch. A host is considering rotating from COIN to GLXY for more upside potential.

Very Bullish

A long position is indicated, aligning with the broader theme of increased datacenter buildout driven by AI. The outlook is bullish due to its potential exposure to the growing digital infrastructure demand.

Wednesday, October 15, 2025

Very Bullish

Recommended as the best current crypto trade and is also highlighted for its AI exposure, making it a combined play on both sectors.

Very Bullish

Ansem suggests that a full portfolio allocation to Galaxy Digital is the 'best crypto trade atm', implying a strong bullish conviction as a top short-term opportunity in the crypto market.

Very Bullish

The company appears significantly undervalued based on a comparable deal (Blackrock/Aligned). Its capacity is valued at $4.3M/MW versus the deal's $8M/MW, making its current valuation seem like 'a steal'. Its potential for a large, single-campus AI HPC setup is attractive to large clients and could drive the stock price higher.

Very Bullish
Target: Over $250

Positioned for significant growth, with its AI data center business potentially reaching $50 billion in equity value ($133/share). Further leases could drive the stock to over $250 in the medium-long term.

Monday, October 13, 2025

Very Bullish

Navigated a significant crypto market downturn without adverse effects, as confirmed by an official statement, suggesting robust risk management frameworks helped maintain stability and liquidity.

Very Bullish

Considered an attractive investment due to its larger co-location lease with CoreWeave, successful non-dilutive debt financing, and diversified financial services business.

Duncan
The ticker is $GLXY
DuncanTwitter298 days ago
Very Bullish

Highlighted by the original poster, Duncan, as a key opportunity.

Duncan
This is reassuring!
DuncanTwitter298 days ago