$CORZ is not building on time for $CRWV and its causing their stock to sell off... also seems lik...
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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 a strong play in the BTC to AI Data Center space due to its focus on on-cost and on-time project delivery, contrasting with Core Scientific (CORZ) which faces delays impacting CoreWeave (CRWV). GLXY is on track to deliver 800MW to CRWV at its Helios campus by Q1 2026, positioning it favorably for future contracts with major tech partners. The image is a generic CNBC screenshot and does not contain actionable investment information.
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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.