Duncan
Just recorded an awesome podcast on $GLXY that I am super excited about with @JasonYanowitz & @RH...
281 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 "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.

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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.