I have a smaller Canadian data center cook but the liquidity is low so hesitant to post about it ... | Duncan

I have a smaller Canadian data center cook but the liquidity is low so hesitant to post about it ...

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The author expresses a strong bullish sentiment regarding AI and compute demand, maintaining a "maximus longus" position on $GLXY (Galaxy Digital Holdings). While the author mentions holding a smaller Canadian data center investment, the specific asset name was withheld due to low liquidity.

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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.