Duncan
Loaded 2026 $GLXY calls today, $GLXY selling off with crypto (great opportunity to buy). When th...
187 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The author "loaded" 2026 calls for Galaxy Digital ($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.

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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.