Duncan
Would genuinely like to hear other peoples top ideas in terms of risk reward - for me it’s clearl...
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 presented as a compelling investment opportunity, currently trading around an $11.5B market cap, with a potential target of $100/share in the next few years. The investment thesis hinges on its dual exposure to comprehensive crypto operations and a significant AI data center build-out. The Helios data center, with 600MW leased to CoreWeave ($CRWV) generating $900M/year in revenue by 2026/2027, could alone contribute multiples of $GLXY's current market cap if its full 2.5GW potential is realized, offering a strong ballast to its crypto volatility.

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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.