
Galaxy Digital Holdings ($GLXY) is positioned for significant upside driven by potential catalysts at its August 5th earnings, particularly related to its data center business. Key updates could include financing for Helios Phase 1 & 2, CoreWeave ($CRWV) exercising its remaining 200MW option, and approval for an additional 800MW of power, which could increase Helios's equity value to $27.4B. The author bought $GLXY August 8, 2025 $32.00 calls, targeting a previous price of $100/share.

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.