Galaxy Digital Holdings (GLXY) is highlighted as a high-conviction investment with potential for significant upside, targeting $100/share in the next few years. The core thesis centers on its undervalued data center business, particularly the Helios facility, which has a CoreWeave contract generating $900M annual revenue at 90% EBITDA margins. Upcoming August 5th earnings and potential approval for an additional 800MW of power at Helios could be key catalysts, with the full 2.5GW buildout potentially valuing the data center segment alone at $42.8B.