Duncan is adding to his long position in Galaxy Digital Holdings Ltd. ($GLXY), citing strong demand for long-term power contracts, which is beneficial for their Helios mining operation. He anticipates positive economics from Helios's next 800MW expansion, with a further 2.7GW in the pipeline. This move is driven by the belief in the ongoing AI supercycle and the critical need for compute power, which GLXY helps facilitate through its infrastructure.