
$GLXY is highlighted as a strong buy opportunity, with the author adding August 8, 2025 $32.00 calls following an 11% dip. The investment thesis centers on the upcoming August 5th earnings, where updates on their $3B+ balance sheet, booming crypto business lines, and significant data center developments (Helios financing, CoreWeave option, and 1.7GW power approval) could drive the stock towards a $100/share target. The data center business alone, if fully contracted, could imply an equity value of ~$27.4B, nearly 3x the current market cap.

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.