Galaxy Digital (GLXY) has significantly expanded its Helios data center power pipeline to 3.5 GW, positioning it as a major player in AI infrastructure, comparable to Meta's Hyperion. This expansion, along with CoreWeave's exercised option, could generate $5.25B/year in average annual revenues based on current lease terms. The analyst maintains a 6-12 month price target of $55/share, with potential for over $100/share in a few years.