[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Nicolas Flamel [@NicolasFlamelX](/creator/twitter/NicolasFlamelX) on x 62.4K followers Created: 2025-07-20 21:14:39 UTC New $GLXY post on Reddit’s r/Shortsqueeze 👀. Found by @stefanvanderlux . Resharing here: Galaxy Digital ($GLXY) — The $XX AI Infrastructure Underdog with 19x + Growth Potential to a $100B Valuation "At first glance, Galaxy Digital looks like a crypto relic—trading around $XX and largely ignored by the broader market. But beneath the surface, the company is quietly reinventing itself as a key player in North America’s AI infrastructure space. This isn’t just hype; it’s a fundamentally strong growth story starting to gain serious traction. The centerpiece of Galaxy’s transformation is Helios, a massive AI data center campus in West Texas. Originally built for crypto mining and left idle, Galaxy pivoted Helios into a next-gen AI compute hub, secured under a 15-year lease with CoreWeave, a leading AI cloud provider. Phase I delivers XXX megawatts of AI computing power by 2025, fully leased, with Phase II tripling capacity to XXX megawatts by 2027 — also fully contracted. Helios alone is projected to generate roughly $XXX million in annual recurring revenue with EBITDA margins north of 85%, resulting in about $XXX million in EBITDA. Benchmarking this against peers places Helios’ value near $XX billion. But Galaxy isn’t stopping there. With a pipeline exceeding XXX gigawatts of additional AI data centers in permitting or under contract — essentially multiple Helios-scale sites — Galaxy could be on track for $X to $XXX billion in EBITDA annually. This would firmly establish them as a dominant landlord in AI infrastructure real estate. Crypto remains part of Galaxy’s DNA, managing billions in assets and investing in AI startups, but it’s now a complementary optional upside rather than the main story. The core is a high-margin, capital-light AI infrastructure platform generating stable, contracted cash flows that the market is just beginning to value. Today, Galaxy trades near a $XX billion market cap. With successful execution of their pipeline, a $XXX billion valuation in the next 2–3 years is within reach — implying a share price near $260, nearly 10x upside from current levels. Here’s an exciting recent development: Industry chatter and some data suggest that Thomas Lee’s Fundstrat has been actively trading GLXY shares, having sold some previously but adding to their position recently. While not yet publicly confirmed, such activity by a well-known AI bull and influential fund signals growing institutional conviction. Once Fundstrat or Lee publicly confirm their stake increase, expect a strong validation of Galaxy’s fundamentals and a likely catalyst for a sharp short-term rally. Technically, GLXY is already showing strength — breaking through resistance around $25–$27 on rising volume, with bullish moving average crossovers. A move above $XX could trigger a fast run to $XX or $XX as momentum builds. This isn’t a speculative crypto gamble — it’s a resilient, cash-generative AI infrastructure company with a clear path to dominance. Nvidia supplies the AI processors, but Galaxy owns the land and power those processors require — a strategic position that promises sustainable long-term value. Summary: •Helios alone poised to generate $600M+ EBITDA, worth nearly $10B -1.7GW+ expansion pipeline targeting $2–2.5B annual EBITDA -Crypto portfolio is optional upside; AI infrastructure is core -Market cap of $10B today vs potential $100B valuation in 2–3 years -Recent rumors suggest Thomas Lee/Fundstrat is accumulating GLXY shares — a strong near-term catalyst once confirmed -Technicals signal breakout with growing institutional interest Galaxy at $XX today offers an extraordinary risk/reward profile, combining steady long-term growth with exciting near-term momentum catalysts. For investors looking to capitalize on the AI infrastructure boom beyond the chipmakers, Galaxy Digital is a rare hidden gem. Disclaimer: I own 3k shares" XXXXXX engagements  **Related Topics** [glxy](/topic/glxy) [$100b](/topic/$100b) [coins ai](/topic/coins-ai) [$glxy](/topic/$glxy) [galaxy digital](/topic/galaxy-digital) [stocks financial services](/topic/stocks-financial-services) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [stocks crypto treasuries](/topic/stocks-crypto-treasuries) [Post Link](https://x.com/NicolasFlamelX/status/1947042495038382185)
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Nicolas Flamel @NicolasFlamelX on x 62.4K followers
Created: 2025-07-20 21:14:39 UTC
New $GLXY post on Reddit’s r/Shortsqueeze 👀. Found by @stefanvanderlux . Resharing here:
Galaxy Digital ($GLXY) — The $XX AI Infrastructure Underdog with 19x + Growth Potential to a $100B Valuation
"At first glance, Galaxy Digital looks like a crypto relic—trading around $XX and largely ignored by the broader market. But beneath the surface, the company is quietly reinventing itself as a key player in North America’s AI infrastructure space. This isn’t just hype; it’s a fundamentally strong growth story starting to gain serious traction.
The centerpiece of Galaxy’s transformation is Helios, a massive AI data center campus in West Texas. Originally built for crypto mining and left idle, Galaxy pivoted Helios into a next-gen AI compute hub, secured under a 15-year lease with CoreWeave, a leading AI cloud provider. Phase I delivers XXX megawatts of AI computing power by 2025, fully leased, with Phase II tripling capacity to XXX megawatts by 2027 — also fully contracted.
Helios alone is projected to generate roughly $XXX million in annual recurring revenue with EBITDA margins north of 85%, resulting in about $XXX million in EBITDA. Benchmarking this against peers places Helios’ value near $XX billion.
But Galaxy isn’t stopping there. With a pipeline exceeding XXX gigawatts of additional AI data centers in permitting or under contract — essentially multiple Helios-scale sites — Galaxy could be on track for $X to $XXX billion in EBITDA annually. This would firmly establish them as a dominant landlord in AI infrastructure real estate.
Crypto remains part of Galaxy’s DNA, managing billions in assets and investing in AI startups, but it’s now a complementary optional upside rather than the main story. The core is a high-margin, capital-light AI infrastructure platform generating stable, contracted cash flows that the market is just beginning to value.
Today, Galaxy trades near a $XX billion market cap. With successful execution of their pipeline, a $XXX billion valuation in the next 2–3 years is within reach — implying a share price near $260, nearly 10x upside from current levels.
Here’s an exciting recent development: Industry chatter and some data suggest that Thomas Lee’s Fundstrat has been actively trading GLXY shares, having sold some previously but adding to their position recently. While not yet publicly confirmed, such activity by a well-known AI bull and influential fund signals growing institutional conviction. Once Fundstrat or Lee publicly confirm their stake increase, expect a strong validation of Galaxy’s fundamentals and a likely catalyst for a sharp short-term rally.
Technically, GLXY is already showing strength — breaking through resistance around $25–$27 on rising volume, with bullish moving average crossovers. A move above $XX could trigger a fast run to $XX or $XX as momentum builds.
This isn’t a speculative crypto gamble — it’s a resilient, cash-generative AI infrastructure company with a clear path to dominance. Nvidia supplies the AI processors, but Galaxy owns the land and power those processors require — a strategic position that promises sustainable long-term value.
Summary:
•Helios alone poised to generate $600M+ EBITDA, worth nearly $10B -1.7GW+ expansion pipeline targeting $2–2.5B annual EBITDA -Crypto portfolio is optional upside; AI infrastructure is core -Market cap of $10B today vs potential $100B valuation in 2–3 years -Recent rumors suggest Thomas Lee/Fundstrat is accumulating GLXY shares — a strong near-term catalyst once confirmed -Technicals signal breakout with growing institutional interest
Galaxy at $XX today offers an extraordinary risk/reward profile, combining steady long-term growth with exciting near-term momentum catalysts. For investors looking to capitalize on the AI infrastructure boom beyond the chipmakers, Galaxy Digital is a rare hidden gem.
Disclaimer: I own 3k shares"
XXXXXX engagements
Related Topics glxy $100b coins ai $glxy galaxy digital stocks financial services stocks bitcoin treasuries stocks crypto treasuries