The analyst is highly bullish on Galaxy Digital ($GLXY), citing its unique position as a "full-stack" player in both crypto and AI infrastructure. Portfolio screenshots reveal significant long-term call option positions, including $35.00 strikes for July 2026 and $45.00 and $65.00 strikes for September 2026. The thesis highlights $GLXY's execution on its 3.5GW power pipeline at the Helios campus, which reportedly serves anchor tenants like Microsoft ($MSFT) using NVIDIA ($NVDA) GPUs.