Added to YB: 2026-07-08
Pitch date: 2026-07-05
GLXY [bullish]
Galaxy Digital Inc.
-2.18%
current return
Author Info
The Micro-Capo is a blog where I share news and articles on companies I like or own. Sign up for the newsletter.
Company Info
Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally.
Market Cap
$4.7B
Pitch Price
$25.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.15
P/E
-14.22
EV/Sales
0.15
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)