Bullish:

• 🟢 $GALAXY - Galaxy is seen as an undervalued company with strong long-term potential, particularly due to its robust balance sheet, advantageous deal economics in the crypto mining sector, and its complex but promising business model that includes trading and data center operations.
  • “I think it could be worth $100 a share in the next few years. That's personally how I'm thinking about it. It's definitely a long term investment.” - Duncan (0:12)
  • “Galaxy is in a completely different position where they have a very strong balance sheet and they actually have the best deal economics out of the few other deals that are out there with Wolfe, Core Scientific, and ALPD because Galaxy is funding the entire build out themselves, where those other companies have to look at different sources of financing.” - Duncan (7:28)
  • “I think just as a framework to think about valuing this, there have been a couple of prime brokerages. One is Hidden Road. They got acquired by Ripple Labs for 1,250,000,000 That was earlier this year.” - Matt (18:52)
  • “I mean, it's really complex, right? You have the two separate businesses and then one of the businesses in and of itself is super complex. But I think once you sort of roll up your sleeves and dig into the numbers and what's going on and what they've already contracted with Cori, it looks really undervalued.” - Matt (1:23:26)
• 🟢 $AICOMPUTE - 🔒

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• 🟢 $DATACENTER - 🔒

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