$GLXY holders complaining on the timeline is always a good bottom signal.
$IREN holders taking v...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
The analyst sees Galaxy Digital Holdings Ltd. ($GLXY) as a strong buy opportunity, especially after its recent sell-off with crypto. They highlight the superior economics of GLXY's lease with Core Scientific ($CRWV) compared to Iris Energy ($IREN), anticipating an imminent 800MW approval for GLXY and potential partnerships with tech giants like Microsoft ($MSFT), Amazon ($AMZN), or Google ($GOOG). The analyst also notes that Capital Group bought GLXY at $36, suggesting current prices are a "steal."
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About 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.