The analyst is "max long" on Galaxy Digital ($GLXY), citing its integrated model of crypto financial services and AI infrastructure as a significant moat compared to peers like Iris Energy ($IREN). Key growth drivers include the 3.5GW potential at the Helios campus, the new Merlin site, and anchor tenant relationships involving Coreweave ($CRWV), Microsoft ($MSFT), and NVIDIA ($NVDA) GPUs. Trading data shows high-conviction bullish bets via $GLXY call options with strike prices of $35 (July 2026) and $45 (September 2026).