u/j1022 · 120d agono track record yet
Long 1,154 shares of GLXY
Galaxy Digital $GLXY Helios AI Infrastructure DD
Galaxy Digital is transitioning from a crypto trading company to an AI infrastructure operator through Helios, a West Texas data center backed by $1.4B CoreWeave financing and projected $1B in annual revenue. This shift from volatile crypto earnings to contracted AI compute cash flows represents a structural business transformation that should trigger significant re-rating when the market recognizes the infrastructure rather than crypto valuation framework.
At post $31.38Now $27.05-13.8% since postedas of Sep 8, 4:30 PM ET
1d-1.8%
3d-5.6%
1w-12.2%
1m+6.0%
3m-37.8%
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