Added to YB: 2026-07-08
Pitch date: 2026-07-05
GLXY [bullish]
Galaxy Digital Inc.
-7.16%
current return
Author Info
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Company Info
Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally.
Market Cap
$3.8B
Pitch Price
$25.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.14
P/E
-11.23
EV/Sales
0.14
Sector
Capital Markets
Category
growth
The Micro-Capo | Monthly Report - New Position: Galaxy Digital
GLXY (new position): Crypto + AI data centers (Helios campus, Texas). Entered ~$30.52 avg after 19% pullback from $34.60. June 5 Morgan Stanley Wealth Mgmt partnership (crypto lending via in-kind ETPs) drove +21% day. Novogratz: combined biz mispriced. $200M buyback. Thesis intact.
Read full article (1 min)