Duncan
Uhhhh what! $GLXY @RHouseResearch what do you think
216 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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BlackRock's $40B acquisition of Aligned Data Centers at a 40x revenue multiple, significantly above the traditional 10-15x, highlights the premium being placed on AI infrastructure. This record deal in the private data center sector suggests strong investor confidence in the surging demand for AI infrastructure, projected to reach $223B by 2030. Investors should consider the implications of these high valuations for other AI-related assets, including GLXY, which the author @FloodCapital is focused on.

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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.