GLXY Galaxy Digital Holdings Ltd. Loading... : Bullish and Bearish Analyst Opinions
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20:17
Jul 16
Jul 16
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
Jul 07
Jul 07
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
Jul 06
Jul 06
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+.
MED
20:17
Jul 01
Jul 01
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.
MED
16:58
Jul 01
Jul 01
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.
MED
18:45
Jun 25
Jun 25
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.
HIGH
13:05
Jun 25
Jun 25
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
Jun 24
Jun 24
Author explicitly buying GLXY at $30.50 as part of current active buy list; named purchase at current levels.
MED
19:38
Jun 20
Jun 20
Mentions $GLXY as an example of issuer-sponsored tokenized stocks; no directional view or trade thesis.
LOW
19:36
Jun 20
Jun 20
The author categorizes tokenized stock types and mentions Galaxy Digital as an issuer-sponsored example without expressing a personal position or trade idea.
LOW
07:32
Jun 19
Jun 19
Author confirms they have exited their GLXY position, stating they no longer hold it.
MED
07:03
Jun 19
Jun 19
Buy GLXY (Galaxy Digital) as a crypto infrastructure and AI data center play; BlackRock's selection of Galaxy for its staking ETF signals institutional validation and positions the company as the primary institutional on-ramp for digital assets.
MED
18:45
Jun 18
Jun 18
Galaxy undervalued, AI and reg catalyst.
Galaxy Digital is undervalued at a $13B market cap, with estimates suggesting it should be worth $20B+ based on its AI business. The company will benefit from the Clarity Act and any renewed crypto momentum, causing Galaxy to appreciate significantly.
HIGH
16:27
Jun 18
Jun 18
Buying GLXY as part of a rotation into AI-buildout enablers; author commits to active purchase with full thesis forthcoming.
MED
15:00
Jun 16
Jun 16
Long GLXY as part of an equal-weight neocloud portfolio; strongest balance sheet with low dilution risk, though 100% CoreWeave counterparty concentration is a known risk. Author holds as part of wider portfolio, adding on >10% dips.
HIGH
17:43
Jun 14
Jun 14
Author discloses GLXY (Galaxy Digital) as a current long-term portfolio holding in the Other Undervalued Plays category; held as a long-term undervalued investment.
MED
23:36
Jun 12
Jun 12
Author agrees with the parent's classification critique but expresses uncertainty about how to label these names, offering no personal position or trade call.
23:32
Jun 12
Jun 12
Named alongside HIVE as one of two favourite picks from a ranked neocloud/crypto-miner ecosystem list, in response to a direct "which is your favourite?" question.
MED
23:21
Jun 12
Jun 12
Watch neocloud names as the author is researching the ecosystem but has not committed to specific new positions; disclosure of past holdings does not imply current active longs.
MED
17:41
Jun 12
Jun 12
Author states they like GLXY a lot in reply to a question about not being bullish, but does not explicitly say they own it or give a forward call.
LOW
16:20
Jun 12
Jun 12
Buy GLXY as author holds shares and options at the intersection of crypto and AI tailwinds — Bitcoin bottoming, the Clarity Act expected to unlock institutional capital flows, and surging AI/data center compute demand; $58 price target with Elliott Wave structure suggesting Wave 1 upside from a bear-trap deviation below support.
HIGH
14:00
Jun 12
Jun 12
Galaxy breakout could be smooth sailing
Galaxy's chart looks very interesting after a 10% gain; a break above the current range would signal smooth sailing ahead, making it a bullish technical setup to watch.
LOW
22:12
Jun 11
Jun 11
Buy GLXY at the intersection of crypto and AI tailwinds — author holds shares and options with a $58 target, citing a completed Elliott Wave C-wave correction, Bitcoin bottoming, pending CLARITY Act institutional capital inflows, and rising AI/data center compute demand.
HIGH
18:45
Jun 11
Jun 11
Galaxy Digital's AI data center undervalued.
Galaxy Digital's Helios AI data center already has an 800 MW contract with CoreWeave generating $1B annual revenue at 90% margins. Another 800 MW has been approved and a tenant is expected by end of summer, likely bringing another $1B revenue. Additional 1.8 GW under study with fast-track approval potential in Texas, plus excess electricity supply that sometimes pays consumers. The crypto business is an added call option. The market still undervalues the predictable, contracted AI infrastructure cash flows.
HIGH
09:04
Jun 10
Jun 10
The author presents a large diversified basket of favorite names across sectors as where they are positioned for the next few years, but the 30+ tickers default to watch due to the basket size rule.
17:37
Jun 09
Jun 09
The author frames a large basket of 40+ tickers as their diversified positioning for the next few years, but the sheer number of names and lack of explicit "I'm long $X" for any single ticker defaults all to watch under the large-basket rule.
LOW
08:37
Jun 08
Jun 08
Author provides a broad thematic basket of strong buy and buy ratings with enablers/beneficiaries framing, explicitly recommends selling Carvana, but the large list defaults to watch except for the explicit sell call on CVNA.
LOW
18:42
Jun 05
Jun 05
Author reflects on past losses in COIN while noting remaining profitability in GLXY and HOOD, but expresses no forward-looking position or trade idea.
LOW
17:45
Jun 01
Jun 01
Author initiated a small long position in GLXY, citing Saudi buying interest as the catalyst, with intent to add on pullbacks.
MED
12:06
May 31
May 31
Named in crypto basket list; no explicit ownership or position language per speaker note standard.
LOW
About GLXY Analyst Coverage
Buzzberg tracks GLXY (Galaxy Digital Holdings Ltd.) across 15 sources. 71 bullish vs 0 bearish calls from 20 analysts. Sentiment: predominantly bullish (62%). 114 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: michaelsikand, almacap114204, ParadisLabs.