$GLXY

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (1y)
Win rate (1y)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jul 24, 4:59 PM ET
$GLXYYOLObullish
u/darkcreamale · 55d agono track record yet

$SPCE $GLXY

GLXY is positioned to benefit from Musk's stated plans to build data centers in space. With the best data center infrastructure in the country, GLXY is well-positioned to capitalize on this emerging opportunity.

At post $30.81Now $22.68-26.4% since postedas of Jul 24, 4:59 PM ET
1d
3d-7.5%
1w-18.4%
1m-11.3%
3m
6m
1y
original post →
$GLXYDDbullish
u/j1022 · 74d agono track record yet
Long 1154 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 $22.68-27.7% since postedas of Jul 24, 4:59 PM ET
1d-1.8%
3d-5.6%
1w-12.2%
1m+6.0%
3m
6m
1y
original post →

End of results.