Duncan
$GLXY is the fastest horse, the Goldman Sachs X Berkshire Hathaway of crypto, building a data cen...
287 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Galaxy Digital Holdings ($GLXY) is highlighted as a significantly undervalued crypto and AI play, with a price target of $100/share in the next few years. The company's Helios data center business, with a 600MW contract generating $900M/year in revenue at 90% EBITDA margins, is projected to drive substantial value, with potential for an additional 1000MW of power capacity to be contracted. The stock's recent raise at $19/share is seen as a strong support level, making it an attractive risk/reward opportunity for investors bullish on crypto and AI for a 12-month hold.

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Duncan

Duncan

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.