
The analyst is highly bullish on Galaxy Digital ($GLXY), setting a price target of $100/share over the next few years based on its undervalued balance sheet and expansion into AI data centers. Key drivers include a 600MW contract with CoreWeave ($CRWV) at the Helios facility, projected to generate $900M in annual revenue at 90% EBITDA margins, and a crypto business with over $7B in assets. Technical support is identified at $19/share, the level of a recent $500M capital raise.

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.