Is GLXY a good stock to buy? We came across a bullish thesis on Galaxy Digital on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on GLXY. Galaxy Digital’s share was trading at $33.36 as of June 12th. GLXY’s trailing and forward P/E were 47.25 and 666.67 respectively according to Yahoo Finance.
Galaxy Digital Inc. (GLXY) is positioned as a differentiated infrastructure and financial services platform at the intersection of two of the most powerful global megatrends: artificial intelligence and digital assets. The company operates through two core segments, with its digital assets platform serving institutional clients across trading, lending, custody, and crypto-asset management, while its infrastructure arm develops and operates large-scale data centers in West Texas designed to support AI and high-performance computing workloads.
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This dual structure allows Galaxy to capture demand from both rising institutional crypto adoption and accelerating AI compute requirements, creating a rare two-engine growth model within a single platform. The investment case is increasingly supported by structural constraints in global AI expansion, where electricity availability has become the primary bottleneck rather than chip supply alone. Galaxy’s strategically located and power-rich Texas data center footprint represents a scarce and increasingly valuable asset, with significant pre-positioned capacity aligned to hyperscaler and AI infrastructure demand.
As capital continues to flood into AI buildouts, this embedded power advantage enhances Galaxy’s optionality and positions it as a potential beneficiary of long-duration infrastructure contracts. On the digital asset side, growth is tied to increasing institutional participation in crypto markets, where improved regulatory clarity and sustained Bitcoin adoption act as key tailwinds for platform activity and asset inflows.
From a market perspective, the setup remains driven by momentum confirmation, where sustained price strength accompanied by rising volume would signal expanding institutional participation. A continuation into a defined momentum zone would further validate trend durability and broader demand conviction.
Risk management discipline is supported through trailing stop structures, which can be dynamically adjusted using Fibonacci retracement levels to lock in gains while preserving upside exposure in a volatile but structurally expanding thematic. Overall, GLXY offers a high-conviction exposure to two secular growth engines with meaningful upside optionality embedded in both segments.
Previously, we covered a bullish thesis on IREN Limited (IREN) by Industrial Tech Stock Analyst and Money Machine Newsletter in February 2025, which highlighted its pivot from Bitcoin mining into AI infrastructure and its exposure to energy-constrained data center growth. IREN’s stock price has appreciated by approximately 359.41% since our coverage. TradersPro’s Substack shares a similar view but emphasizes Galaxy Digital’s dual-engine model across digital assets and AI infrastructure with stronger institutional and capital market integration.
Galaxy Digital is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held GLXY at the end of the first quarter which was 49 in the previous quarter. While we acknowledge the risk and potential of GLXY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GLXY and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
