
Investor @FloodCapital is bullish on Galaxy Digital Holdings Ltd. (GLXY), buying more calls due to anticipated significant repricing over the next 3-6 months. Key catalysts include an expected 800MW approval by year-end, securing a second anchor tenant (potentially MSFT, GOOG, AMZN, or ORCL), and Helios Phase 1 with CRWV generating cash flow by Q1 2026. The analyst projects GLXY could bring 1.6GW online by 2028, potentially generating over $2.1B in EBITDA annually, making its current valuation of ~$13.6B appear undervalued.

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.