GLXY Galaxy Digital Inc. Loading... : Bullish and Bearish Analyst Opinions
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21:48
Aug 30
Aug 30
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.
MED
16:00
Aug 28
Aug 28
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.
HIGH
23:07
Aug 25
Aug 25
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
Aug 24
Aug 24
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.
MED
03:28
Aug 24
Aug 24
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.
MED
10:56
Aug 21
Aug 21
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.
LOW
20:18
Aug 20
Aug 20
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.
MED
18:53
Aug 20
Aug 20
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.
LOW
14:46
Aug 20
Aug 20
GPU cloud operators monetizing AI hardware
Highlights GPU cloud operators as the last mile of AI infrastructure that monetize the entire hardware stack.
MED
14:41
Aug 20
Aug 20
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.
LOW
14:02
Aug 20
Aug 20
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.
MED
20:09
Aug 17
Aug 17
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.
LOW
13:00
Aug 15
Aug 15
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.
HIGH
17:29
Aug 12
Aug 12
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.
MED
18:45
Aug 11
Aug 11
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.
MED
19:22
Aug 10
Aug 10
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.
MED
15:10
Aug 05
Aug 05
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
Aug 04
Aug 04
Galaxy benefits from having the first on-chain voting solution for tokenized equities, which could differentiate its issuance services.
HIGH
17:29
Jul 31
Jul 31
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.
MED
04:56
Jul 26
Jul 26
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.
LOW
21:08
Jul 22
Jul 22
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.
LOW
20:17
Jul 16
Jul 16
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
Jul 07
Jul 07
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
Jul 06
Jul 06
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+.
MED
20:17
Jul 01
Jul 01
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.
MED
16:58
Jul 01
Jul 01
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.
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.
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.
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.
Mentions $GLXY as an example of issuer-sponsored tokenized stocks; no directional view or trade thesis.
LOW
About GLXY Analyst Coverage
Buzzberg tracks GLXY (Galaxy Digital Inc.) across 28 sources. 82 bullish vs 0 bearish calls from 38 analysts. Sentiment: predominantly bullish (56%). 146 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: pepinveststocks, Tulip King, Kim Nam-ung.