Price action of $GLXY -2.4% vs $IREN +6.6% today shows that the market still doesn't understand t... | Duncan

Price action of $GLXY -2.4% vs $IREN +6.6% today shows that the market still doesn't understand t...

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Note: AI-generated summary based on third-party content. Not financial advice. Read more.

Quick Insights

The market is currently undervaluing Galaxy Digital Holdings Ltd. ($GLXY), particularly its data center business, compared to peers like Iris Energy ($IREN). An opportunity to buy call options on $GLXY is suggested for year-end 2025/Q1 2026, anticipating a 50-100% upside as its data center operations mature, including 1.6GW contracted power generating an estimated $2.4B/year at 90% EBITDA margins.

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About 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.