Duncan
Long your longs, then long them again all roads lead to more power $GLXY Galaxy is building one ...
229 days agoDuncanFloodCapital
Twitter
View on X
Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

NVIDIA has partnered with OpenAI to build 10 gigawatt AI factories, signaling massive demand for data center infrastructure. Galaxy Digital Holdings (GLXY) is highlighted as a potential beneficiary, with 800MW approved and 2.7GW under study for data center development. The post suggests NVIDIA could acquire GLXY's additional 2.7GW capacity, making GLXY a strong long-term play in the AI infrastructure boom.

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.