The analyst is highly bullish on Galaxy Digital ($GLXY), citing its integrated model of crypto services and AI infrastructure as a "beach ball underwater" with significant valuation upside. Key growth drivers include the Merlin site announcement, a 3.5GW potential power campus, and anchor tenant relationships involving Coreweave ($CRWV), Microsoft ($MSFT), and NVIDIA ($NVDA). Portfolio data shows a "max long" position via $GLXY call options with strike prices of $35 (July 2026) and $45 (September 2026).