
Galaxy Digital ($GLXY) is highlighted for reaching new yearly highs, trading at $35.48. The author projects a fair price of $53.50/share based on current crypto and data center business performance, with potential to exceed $100/share in 1-2 years due to future growth in AI data centers (3.5GW Helios campus) and crypto initiatives like tokenization and a retail-facing "everything app." The company's 800MW data center lease with CoreWeave ($CRWV) is expected to generate $1.2B/year in revenue at 90% EBITDA margins.

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.