Duncan
$GLXY waking back up
156 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

Galaxy Digital Holdings ($GLXY) is showing signs of a rebound, driven by potential acceleration in its data center build timeline. If Galaxy Digital can deliver 600MW of capacity in 2026 (vs. 200MW), its 2026 EBITDA could increase significantly from $215M to $637M. This pull-forward in revenue and strong execution in its data center business, coupled with a current market cap of ~$10.5B and a balance sheet over $3.5B, makes the stock attractive for its crypto and data center segments.

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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.