Duncan highlights Galaxy Digital Holdings ($GLXY) as a compelling investment due to its simple, high-margin business model of owning and leasing data centers to major tech companies like CoreWeave ($CRWV), Oracle ($ORCL), and Google ($GOOG). He projects that GLXY could generate over $5 billion in annual revenue with 90% margins from 3.5GW capacity, contrasting it with the challenges faced by Bitcoin miners attempting to pivot to GPU cloud computing. This suggests a strong, defensible revenue stream for GLXY in the growing AI infrastructure space.