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Added to YB: 2026-06-22

Pitch date: 2026-06-18

GLXY [bullish]

Galaxy Digital Inc.

Author Info

No bio for this author

Company Info

Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally.

Market Cap

$6.5B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

0.19

P/E

-19.78

EV/Sales

0.18

Sector

Capital Markets

Category

growth

Show full summary:
Galaxy Digital: Neocloud Landlord

GLXY: Crypto-financial platform with hidden AI infra play. Helios HPC campus signed 15-yr/800MW CoreWeave deal = $1B+ ARR, 90% lease EBITDA margin, CW absorbs all CapEx. 1.6GW approved, 3.4GW+ potential. $2.6B cash+stablecoin, $1B+ digital assets, $2.8B book equity at $8.5-10B cap. 6% position.

Read full article (4 min)