Added to YB: 2025-05-27
Pitch date: 2025-05-23
GLXY.TO [bullish]
Galaxy Digital Inc.
-12.53%
current return
Author Info
No bio for this author
Company Info
Galaxy Digital Inc. engages in the digital asset and blockchain businesses. It operates through three segments: Global Markets, Asset Management, and Digital Infrastructure Solutions.
Market Cap
$3.0B
Pitch Price
$23.30
Price Target
N/A
Dividend
N/A
Sector
Capital Markets
Category
growth
Bull Case for $GLXY
GLXY.TO: 800MW power at Helios, 1.7GW pending approval. 600MW CoreWeave deal = $900M annual rev at 90% EBITDA margins. If additional 800MW approved, potential $2.4B annual revenue by 2025. Upside beyond $8.5B cap if executed well. Also exploring 40+ BTC mining sites for AI conversion. Core crypto business includes trading, IB, $7B AUM. Risks: buildout timeline to 2029, $11-12B financing needs.
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