$GLXY

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Win rate (6m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Oct 23, 4:45 PM ET

$GLXYr/wallstreetbetsDiscussionbullish

u/100mn · 17d ago1 prior · awaiting results

GLXY - what the hell is going on this quarter?

Galaxy has strong fundamentals with $2.75B equity, $2.5B cash, and >$70M quarterly project-level EBITDA from Phase I. Crypto exposure and AI infrastructure buildout (Helios/CoreWeave) should drive significant value, yet the stock is undervalued and hit daily despite favorable crypto conditions and substantial capex optionality.

At post $22.15Now $14.68-33.7% since postedas of Oct 23, 4:45 PM ET

1d-3.4%

3d-8.2%

1w-11.0%

1m—

3m—

6m—

1y—

original post →

$GLXYSEC Form 4bullish

DEASON DOUGLAS R · Galaxy Digital Inc. · 71d agono track record yet

Long 12,000 shares of GLXY

Bought 12,000 @ $21.54 avg · $258,432 · 2026-08-12

Form 4: DEASON DOUGLAS R bought GLXY

DEASON DOUGLAS R (Director at Galaxy Digital Inc.) reported an open-market purchase of 12,000 shares of GLXY at an average $21.54, roughly $258,432, in a Form 4 filed 2026-08-14.

At post $21.66Now $14.68-32.2% since postedas of Oct 23, 4:45 PM ET

1d—

3d+1.0%

1w+9.1%

1m+12.7%

3m—

6m—

1y—

View filing on SEC.gov →

$GLXYr/wallstreetbetsYOLObullish

u/darkcreamale · 145d 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 $14.68-52.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d-7.5%

1w-18.4%

1m-11.3%

3m-24.7%

6m—

1y—

original post →

$GLXYr/wallstreetbetsDDbullish

u/j1022 · 165d 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 $14.68-53.2% since postedas of Oct 23, 4:45 PM ET

1d-1.8%

3d-5.6%

1w-12.2%

1m+6.0%

3m-37.8%

6m—

1y—

original post →

End of results.