$FRMI closed at $20B today, makes me think $GLXY could be extremely undervalued.
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Galaxy Digital (GLXY) may be significantly undervalued compared to Fermi (FRMI), which closed at a $20B valuation. GLXY has a stronger balance sheet ($3B+) and a head start in data center development, with potential to reach 10GW by 2035. If GLXY secures approval for another 800MW by year-end and partners with an equity firm, it could rapidly expand its data center capacity to 1.6GW by 2028/2029, with cash flow starting in Q1 2026.
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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.