Duncan
$GLXY @ $13.6B market cap (aggressively loading more calls, IMO insanely cheap) Galaxy has a >$4...
186 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Galaxy Digital Holdings ($GLXY) is highlighted as "insanely cheap" at a $13.6B market cap, with a potential for rapid repricing. The company's data center business, particularly the 800MW contracted with CoreWeave ($CRWV) generating $1.2B/year in revenue, and an additional 800MW expected to be approved by year-end, could drive significant EBITDA growth to over $2.1B by 2028. The post suggests a long-term price target of $250 per share within 3-7 years, citing a fractal chart comparison to Palantir Technologies ($PLTR) and strong fundamentals in crypto and AI data centers.

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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.