$GLXY re-rating to initial $54 target immediately? $8M/MW on $GLXY Helios’s 3.5GW is $28B! That’... | Duncan

$GLXY re-rating to initial $54 target immediately? $8M/MW on $GLXY Helios’s 3.5GW is $28B! That’...

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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 a significant re-rating towards an initial $54 target, driven by the new BlackRock acquisition of Aligned Data Centers at an implied $8 million per MW valuation. This benchmark suggests GLXY's Helios 3.5GW capacity could be worth $28 billion, more than double its current trading value, with 800MW already contracted and the first 200MW coming online in Q1 2026.

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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.