Galaxy Digital ($GLXY) is positioned as a unique investment play due to its Helios data center campus, which currently has 133MW energized for CoreWeave ($CRWV) and an additional 393MW set for delivery by 2028. The facility has approval for another 830MW of power and 1.8GW in the approval queue, totaling up to 3.5GW of grid-connected power on a single West Texas site. The sentiment is highly bullish, labeling $GLXY a "one-of-one" asset combining a digital asset business with a massive, unconstrained data center platform.