
Galaxy Digital Holdings (GLXY) is poised for significant catalysts around its August 5th earnings, with the stock breaking out to 4-year highs on the monthly chart. A potential $4-5 billion financing announcement for its Helios AI data center build-out could validate its data center business, potentially closing the valuation gap highlighted in the provided table. Further upside could come from CoreWeave exercising its 200MW option, increasing Helios's annual revenue from $900M to $1.2B, or securing new tenants for additional capacity, potentially boosting revenue to $2.4B.

By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.