
The author "loaded" 2026 calls for Galaxy Digital ($GLXY), viewing the current crypto-related sell-off as a buying opportunity. They highlight $GLXY's contract with $CRWV as particularly attractive, projecting $16.2B in EBITDA from $6-7B in CapEx, and note that Capital Group recently bought $GLXY at $36, suggesting current prices are a "steal." The investment thesis is strengthened by anticipated approval of an additional 800MW, which could attract large tech tenants like Microsoft ($MSFT), Amazon ($AMZN), and Google ($GOOG) seeking power for AI.

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.