Duncan
I am so bullish $GLXY not sure how I can get more people to pay attention, it’s my largest positi...
283 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Galaxy Digital Holdings ($GLXY) is highlighted as a significantly undervalued opportunity with a potential price target of $100/share in the next few years, offering excellent risk/reward. The company's Helios data center business alone, with its 600MW CoreWeave contract, could be worth $10.3B in equity value based on current approvals, and up to $42.8B if all 2.5GW of power is approved and built out. This, combined with its strong $3B+ crypto balance sheet and diverse crypto business lines, suggests substantial upside, especially as cash flows from the data center business ramp up from H1 2026.

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Duncan

Duncan

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.