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Suhail Ahmad @SuhailAhmad on x 2088 followers
Created: 2025-07-23 16:06:53 UTC
As the more well known AI data center plays, IREN $IREN and Cipher Mining $CIPR take a breather.
The not so well known AI data play and one of my largest holdings, Galaxy Digital $GLXY continues to drive higher up XX% over the past month and about XX% over the past seven days on solid volume.
Today, it got analyst coverage with Jefferies rating it a Buy with a $XX price target. Which is very conservative IMO.
I'm expecting the momentum to continue into the company's first earnings report as a Nasdaq listed company slated for Aug 5th, before the market opening.
I always prefer earnings after the close so there is limited knee jerk reation and investors can properly digest the earnings and guidance beyond the headline figures. Something to consider Chief @novogratz for the next quarter.
XXXXX engagements
Related Topics $glxy $cipr mining coins ai $iren cipher mining stocks bitcoin treasuries galaxy digital