Galaxy Digital ($GLXY) is positioned for significant upside, with the analyst maintaining a $100/share target, driven by potential developments at its August 5th earnings call. Key catalysts include updates on the Helios data center financing, CoreWeave's ($CRWV) remaining 200MW option, and the approval of an additional 800MW power tranche, which could increase annual rental income to $1.2B and $2.4B respectively. The analyst recently added $GLXY August 8, 2025 $32.00 calls, noting they are already up ~2x.