Duncan
Feels pretty compelling, $GLXY X $AMD X $OPENAI
215 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The post highlights a compelling, interconnected investment thesis involving Galaxy Digital ($GLXY), AMD ($AMD), and OpenAI. This chain of partnerships—OpenAI with AMD, OpenAI with CoreWeave, and CoreWeave with GLXY for the Helios Data Center—suggests GLXY could benefit from the increasing demand for AI infrastructure driven by OpenAI and powered by AMD. Investors might consider GLXY as a play on the expanding AI ecosystem.

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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.