Duncan
The macro $GLXY thesis and why I think it's so undervalued: Trading at a discount to fair value ...
241 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Duncan (@FloodCapital) believes Galaxy Digital Holdings Ltd. ($GLXY) is undervalued, offering excellent exposure for investors bullish on both crypto and AI. The company is highlighted for building AI infrastructure that could power major tech firms like Meta, Amazon, Google, and Microsoft, which are collectively spending $330B on AI infrastructure this year. This positions $GLXY as a potential play on the convergence of crypto and AI.

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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.