🚨Attention $GLXY holders🚨
My spider senses are tingling we get the additional 800MW of power a...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Galaxy Digital Holdings (GLXY) could see significant re-rating if an additional 800MW of power is approved by Q4 2025, potentially with Oracle (ORCL) as a new tenant. This approval, supported by ERCOT's large load working group study, could drive GLXY to an equity value of $42 billion, or $105/share. Investors should monitor GLXY's next earnings report and ERCOT's Q4 2025 target date for updates on power approval.
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About 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.