Duncan
.@elonmusk executing extremely quickly on their data center builds. This could pave the way for >...
233 days agoDuncanFloodCapital
Twitter
View on X
Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Galaxy Digital Holdings (GLXY) could reach over $100 per share quicker than anticipated due to rapid data center builds, potentially mirroring Elon Musk's execution speed. The company has 800MW approved and scheduled to be online by 2028, with an additional 800MW expected by year-end, which could generate $2.4 billion in annual revenues with 90% EBITDA margins by 2028, leading to a target of $105/share. This valuation is based on a 25x EBITDA multiple and assumes a conservative 400M share count.

Ask about this postAnswers are grounded in this post's content.
Tweet
About Duncan
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.