
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.

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.