Galaxy Digital Holdings (GLXY) is highlighted as an under-the-radar AI infrastructure play, with significant high-margin data center capacity leased to CoreWeave. Investors should watch GLXY's earnings on August 5th for updates on its AI initiatives and treasury plays, as its AI revenue stream with a reported 90% EBITDA margin may not yet be priced into the stock. This could present a unique opportunity combining AI compute with digital asset exposure.