
Galaxy Digital ($GLXY) is highlighted as a potential "hidden gem" with a fair value of $53.5/share and a long-term target exceeding $100/share within 1-2 years. This bullish outlook is driven by its crypto business, including 15+ DAT deals and the GalaxyOne retail app, and its data center business, particularly the 800MW CoreWeave lease generating $1.2B/year and potential 2.7GW expansion at Helios. Investors are holding Oct 17th $22.5 calls and spot shares, anticipating a significant repricing.

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.