
Galaxy Digital Holdings ($GLXY) is highlighted as a significantly undervalued "sleeper" stock with a price target of $100/share in the next few years. The investment thesis centers on its strong balance sheet ($3B+ in crypto/cash/venture investments) and a massive data center business (Helios) with a 600MW contract with CoreWeave ($CRWV) generating $900M/year at 90% EBITDA margins. Further power approvals for Helios could lead to $2.4B/year revenue, potentially valuing this segment alone at multiples of $GLXY's current ~$8B 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.