Galaxy Digital ($GLXY) is highlighted as a potential steal due to its significant Helios data center capacity, which is well-suited for AI High-Performance Computing (HPC). The market is still digesting BlackRock's substantial investment in data centers, suggesting $GLXY's current valuation may not fully reflect its potential, especially with upcoming Q3 earnings this month. $GLXY's ability to build large-scale AI HPC capacity at a single campus makes it attractive to major AI clients, potentially driving the stock above $41.