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![FloodCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1386391678278422537.png) Duncan [@FloodCapital](/creator/twitter/FloodCapital) on x 28.5K followers
Created: 2025-07-14 15:01:23 UTC

I agree the story isn’t super clear for new investors, that’s why it’s so cheap. I think it is probably at the minimum a $XX stock (~50% higher) if you were to do a sum of the parts valuation (NFA obviously long).

I think $GS or $MS will write a report on it soon given they were on the recent $500M offering and help people understand.

Eventually Galaxy will spin out their data center business.


XXX engagements

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**Related Topics**
[data center](/topic/data-center)
[$500m](/topic/$500m)
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[$gs](/topic/$gs)
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[morgan stanley](/topic/morgan-stanley)

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