GLXY Galaxy Digital Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
21:48
30 авг
30 авг
Demand for AI compute outweighs data center protests.
Continue to hold or build positions in WULF, GLXY, and APLD despite local resistance to data centers; the underlying demand for power and AI compute will outweigh community opposition as a growth catalyst.
Сред.
16:00
28 авг
28 авг
AI infrastructure faces political backlash and overvaluation.
The AI buildout resembles the 2000 dot-com bubble where infrastructure runs up before profitable businesses materialize. Data center investors haven't modeled the political backlash and rising energy costs, which will slow the buildout and hurt Nvidia's circular financing.
Выс.
23:07
25 авг
25 авг
Author names WULF, APLD, and GLXY as their top three picks.
Author names WULF, APLD, and GLXY as their top three picks, endorsing Morgan Stanley's bullish data-center urgency thesis with clear conviction.
20:00
24 авг
24 авг
Buy WULF/HIVE/APLD/GLXY on AI power demand
Buy WULF, HIVE, APLD, GLXY as the quoted AI power-demand outlook projects electricity demand surging over 1,100% by 2033, straining power infrastructure and favoring energy-intensive digital infrastructure providers.
Сред.
03:28
24 авг
24 авг
Galaxy Digital is AI data center play.
Galaxy Digital is an example of a miner-friendly AI pivot: it began as an asset manager, acquired mining firms, and converted them into AI data centers, making it both a digital asset company and an AI data center theme play.
Сред.
10:56
21 авг
21 авг
Author lists mining stocks in reply to a parent post about mining being the play.
Author lists mining stocks in reply to a parent post about mining being the play, but provides no explicit position or forward call, so they are indexed as watch.
Низ.
20:18
20 авг
20 авг
Crypto stocks rally on White House momentum.
Crypto and crypto-linked stocks have had a strong bullish two-day run after the president's meeting with crypto CEOs and lobbyists, with bitcoin hitting highs and Strategy, Coinbase, Circle Internet Group and Galaxy Digital rallying sharply.
Сред.
18:53
20 авг
20 авг
Author declares the bottom is in for crypto and lists 75% of holdings in major crypto stocks.
Author declares the bottom is in for crypto and lists 75% of holdings in major crypto stocks plus 25% in higher-risk meme coins, explicitly framing these as current positions he is buying.
Низ.
14:46
20 авг
20 авг
GPU cloud operators monetizing AI hardware
Highlights GPU cloud operators as the last mile of AI infrastructure that monetize the entire hardware stack.
Сред.
14:41
20 авг
20 авг
Highlights ticker amid AI infrastructure spending projections
Highlights ticker in the context of projected massive growth in AI infrastructure and data center spending, no directional view stated.
Низ.
14:02
20 авг
20 авг
AI and crypto infrastructure drive massive growth.
GLXY is evolving into a major digital-infrastructure platform, driven by its institutional crypto infrastructure and large-scale AI data centers.
Сред.
20:09
17 авг
17 авг
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF.
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF or picking individual holdings, but frames it as an option rather than a personal position.
Низ.
13:00
15 авг
15 авг
Galaxy earnings strong; bad reaction overdone.
Galaxy smashed earnings this morning but the stock is down 12%; results were really good and the negative reaction does not make sense. It is already his biggest position so he cannot add, but he would probably add at these levels if he had cash and a smaller position.
Выс.
17:29
12 авг
12 авг
GLXY Helios debt shows AI credit dispersion
Watch GLXY: Helios' high-yield, low-amortizing project debt contrasts with Hut 8's investment-grade terms, illustrating that AI infrastructure credit quality depends on tenant, structure, and refinancing risk rather than the label.
Сред.
18:45
11 авг
11 авг
Helios data center makes it cheap.
Galaxy Digital has an attractive asset in the Texas Helios data center, which is already partially leased to CoreWeave and has the option to lease additional power, even with the recent Texas data center moratorium. The stock looks very cheap with great optionality, but the initial tenant was not investment grade and the asset is geographically concentrated, making a spin-off difficult.
Сред.
19:22
10 авг
10 авг
Galaxy Digital AI pivot creates opportunity.
Galaxy is transitioning from a crypto-dominated company to an AI-first company, causing narrative messiness, but fundamentals and execution remain solid. The market is digesting this transition, creating a mispriced opportunity. The data center business within the AI boom offers significant growth potential, and the company can execute on both digital asset and AI sides, offering a bullish long-term outlook.
Сред.
15:10
05 авг
05 авг
Galaxy Digital reported second-quarter revenue that missed analysts' expectations.
Galaxy Digital reported second-quarter revenue that missed analysts' expectations, sending its shares lower in pre-market trading.
12:30
04 авг
04 авг
Galaxy benefits from having the first on-chain voting solution for tokenized equities, which could differentiate its issuance services.
Выс.
17:29
31 июл
31 июл
Galaxy Digital outperforms Bitcoin, contrarian play.
Galaxy Digital has held up better than Bitcoin during the crypto downturn, rising 16% on the day of the interview. Its relative strength and volatility make it an interesting contrarian play on a potential crypto recovery, as it may benefit from an improving sentiment in the sector.
Сред.
04:56
26 июл
26 июл
The author lists a series of tickers without providing specific directional guidance.
The author lists a series of tickers without providing specific directional guidance or position disclosures, suggesting these names are merely being monitored for future developments.
Низ.
21:08
22 июл
22 июл
The author celebrates a "neocloud summer" momentum theme in photonics/semis but lists tickers.
The author celebrates a "neocloud summer" momentum theme in photonics/semis but lists tickers as a beneficiary watchlist without explicit position language or a concrete forward catalyst.
Низ.
20:17
16 июл
16 июл
Dropped $100K into the market here into a fresh "I bought the dip" account.
Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes.
Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi
15:05
07 июл
07 июл
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is.
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is watching for opportunities but explicitly states he is not reallocating funds yet, making this a watchlist rather than active trades.
12:38
06 июл
06 июл
Long GLXY as an author-held equal-weight neocloud position.
Long GLXY as an author-held equal-weight neocloud position; strongest balance sheet with low dilution risk, though 100% CoreWeave concentration is a counterparty risk to monitor. Lease cash flows expected H2'26+.
Сред.
20:17
01 июл
01 июл
Watch bitcoin miner/HPC names; research frames them as further out on the risk spectrum.
Watch bitcoin miner/HPC names; research frames them as further out on the risk spectrum relative to pure neoclouds in the context of META's potential compute resale — analytical mapping, not author positions.
Сред.
16:58
01 июл
01 июл
Watch this basket of bitcoin miner/compute names.
Watch this basket of bitcoin miner/compute names — author flags they carry more spot compute pricing risk than contracted neoclouds if Meta's resale softens marginal GPU rental prices. No position language from author.
Сред.
18:45
25 июн
25 июн
Galaxy's AI data center undervalued, buy
Galaxy Digital has multiple catalysts not yet priced in: a new tenant announcement by end of summer, potential approval for another 800 MW, a new land acquisition, Russell 2000 index inclusion with passive inflows, and materializing Helios revenues in Q3. The crypto label is punishing the stock, but it must reprice higher.
Выс.
13:05
25 июн
25 июн
Author explicitly states these are his price targets and buying opportunities.
Author explicitly states these are his price targets and buying opportunities, calling the current market a great buying opportunity with 2-3x upside from his bear case.
14:56
24 июн
24 июн
Автор открыто покупает GLXY по цене $30.50 в рамках текущего активного списка покупок.
Автор открыто покупает GLXY по цене $30.50 в рамках текущего активного списка покупок; указанная покупка совершена на текущих уровнях.
Сред.
19:38
20 июн
20 июн
Упоминается $GLXY в качестве примера токенизированных акций, спонсируемых эмитентом.
Упоминается $GLXY в качестве примера токенизированных акций, спонсируемых эмитентом; без направленного прогноза или торгового тезиса.
Низ.
Об аналитическом покрытии GLXY
Buzzberg отслеживает GLXY (Galaxy Digital Inc.) в 28 источниках. Бычьих сигналов: 82, медвежьих: 0, от 38 аналитиков. Сентимент преимущественно бычий (56%). Всего отслеживается 146 торговых идей. За последние 7 дней: наблюдение: 2. Последние спикеры: pepinveststocks, Tulip King, Kim Nam-ung.