
Galaxy Digital (GLXY) is positioned for significant growth, with its AI data center business alone potentially reaching $50 billion in equity value, translating to $133 per share. The company's first 533MW lease with CoreWeave (CRWV) is expected to generate over $1 billion in annual EBITDA, and further similar leases could drive the stock to over $250 in the medium-long term. Additionally, GLXY's diversified financial services and digital assets platform, including the new GalaxyOne app, offers further upside potential.

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.