Added to YB: 2026-08-10
Pitch date: 2026-08-07
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
$3.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.14
P/E
-11.23
EV/Sales
0.14
Sector
Capital Markets
Category
growth
Galaxy Digital $GLXY - Q2 2026 Earnings Recap
GLXY (earnings): Q2 2026 disappointed as CEO Novogratz's June promise of leasing 1.6GW 'by summer's end' gave way to vague 'relationship building' talk. Author unfazed — 830MW fully-approved Helios II power worth $8B+ vs sub-$8B mcap. Strong demand (NVDA/AMD as new tenants), HITT GC, proven execution (133MW delivered on time). Long at these levels a 'no-brainer.'
Read full article (13 min)