
Galaxy Digital Holdings ($GLXY) is poised for significant growth, with its stock currently trading at $30.77 and nearing its highest monthly close ever. The company's dual focus on crypto business (DAT deals with companies like $FORD, GalaxyOne retail app, tokenization, and AllUnity Stablecoin JV) and its massive AI data center operations (800MW approved, 2.7GW under study with potential hyperscaler leases like $ORCL, $GOOG, $MSFT, $META, $AMZN) could drive the stock to over $100 per share in the next 1-2 years. Key catalysts include expected approvals for a portion of the 2.7GW data center capacity by EOY/Q1 and the Helios campus beginning to cash flow in Q1 2026.

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.