Galaxy Digital. Every tracked FinTwit mention of $GLXY, newest first. 89 mentions since the first on Dec 14, 2025. See the price chart.
July 2026 · 7 mentions
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Michael Sikand 🦑 — 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…↗
Jul 10
InvestmentGuru — bitcoin:native Bitcoin near $65 k watch
$HOOD
$COIN
$MSTR
$GLXY
$MARA
$CLSK
and miners↗
Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected…
> Extremely defensive position, with the FY27 PE mult…↗
Jul 7
Jason Luongo — 10. $GLXY - Galaxy Digital
Most people know $GLXY for crypto. But their Helios data center infrastructure in Texas is a real asset. The power and cooling they built for mining is…↗
Jul 2
InvestmentGuru — $MSTR
$COIN
$IBIT
$GLXY
$HOOD
best opportunity↗
June 2026 · 7 mentions
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jason Luongo — 3. $GLXY - Galaxy Digital
Helios campus in West Texas with 1.6GW of ERCOT-approved power capacity. 526MW contracted to CoreWeave under a 15-year lease. Phase I deliveries began Q2…↗
Jun 10
Midas — $IREN
$NBIS
$CIFR
$WULF
$GLXY
Follow me if you want to know when I enter these companies.
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
amit — @B0thSidesNow @novogratz I am a fan, but why $GLXY over other neoclouds?↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 15
InvestmentGuru — 25‑stock list — one leader from each major sector/theme to watch for future growth
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospac…↗
Mar 13
InvestmentGuru — $BTC around $72K
Stocks to watch:
$MSTR
$COIN
$GLXY
$MARA
$CLSK
$RIOT
These names typically move 2–3x the move of Bitcoin, especially during intraday momentum.
If $BTC breaks h…
February 2026 · 9 mentions
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 12
Jason Luongo — Data center stocks ranked by market cap:
$CRWV (CoreWeave) - $50B
$NBIS (Nebius) - $24B
$IREN (IREN) - $12B
$APLD (Applied Digital) - $10B
$GLXY (Galaxy Digital) - $8B
$WULF (Tera…↗
Feb 10
InvestmentGuru — These are growth stocks that could offer strong long-term opportunities.
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connecti…↗
InvestmentGuru — Positioning Early: Growth Stocks That May Lead the Market in 2026
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$…↗
Jan 26
Jason Luongo — @KobeissiLetter This is bullish for the entire sector 👇🏻
$IREN
$NBIS
$APLD
$GLXY
$WULF
$BITF↗
Jan 25
InvestmentGuru — My Favorite 20 Long-Term Stocks in This Market
$IREN — Bitcoin Mining / AI Data Infrastructure. Low-cost, renewable-powered mining with optional upside from AI/HPC demand.
$RKLB —…
December 2025 · 10 mentions
Dec 31
InvestmentGuru — Portfolio Review & Outlook: A High-Conviction Growth Strategy Going Into 2026
As we head into 2026, this portfolio reflects what disciplined, theme-based investing looks like when…↗
Dec 28
InvestmentGuru — Top 20 Growth Stocks to watch in this market.
$IREN – AI Infrastructure/ data centre
$NBIS – NeoCloud
$CIFR – Crypto / AI HPC
$IONQ – Quantum Computing
$QS – Next-Gen EV Batter…↗
Dec 28
InvestmentGuru — Conviction Over Time
Real wealth isn’t built by chasing headlines — it’s built by identifying trends early and staying patient.
My long-term adds by year:
2025
$ONDS
$NBIS
$GLX…↗
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 5
Jason Luongo — 7. $GLXY - Galaxy Digital
Helios campus in West Texas has 1.6 GW of ERCOT-approved power capacity. 526MW of contracted critical IT load under a 15-year CoreWeave lease across 3 ph…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
— THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…
AlmaCap — @NicolasFlamelX $GLXY will probably go to $50 but in the meantime $DOCN, memory and photonics will all deliver significantly better returns without the risk of management investing…↗
May 22
AlmaCap — Galaxy is an interesting one. 35% off ATH and in the AI sector, very rare in this market.
SOTP below puts equity value at ~$17.8bn vs. a current market cap of ~$11.5bn. Significan…↗
May 15
AlmaCap — I’m interested in $GLXY , currently working on my thoughts.
Will report back.↗
May 5
InvestmentGuru — $BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch
$HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move…↗
InvestmentGuru — $BTC green watching some play
$MARA
$HOOD
$COIN
$CLSK
$GLXY https://t.co/c7AkTLtkEM↗
Apr 14
pennyether — @RHouseResearch @abn_omz @cazenove_uk @KaneCapz @novogratz @Core_Scientific @CoreWeave @galaxyhq @power_analys1s @austorms I'm just guessing, but original coverage was for companie…↗
Apr 14
Jason Luongo — @NicolasFlamelX I forgot to include $glxy and I meant to include it.↗
Apr 14
InvestmentGuru — $BTC watch if it hold and break for $80k run.
$HOOD
$COIN
$MARA
$IREN
$CLSK
$GLXY https://t.co/t5wNHTW6m6↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Tradable Astronaut — The @AionAnalytics index keeps finding the names that matter.
Leaders today:
$APLS new #1.
$SATL holding #2.
$FSLY +11.4%.
$MRVL +7.7%.
$ARM back on the list.
On the weak si…↗
Apr 1
Daave “3 and 30” Tepper — premium for "power" is declining as BTM solutions proliferate - $glxy↗
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 4
InvestmentGuru — $BTC trading above $71K — strong momentum building in crypto
If Bitcoin holds and pushes higher, keep close eyes on crypto-related equities:
$COIN
$MSTR
$GLXY
$MARA
$CLSK
$RIOT
C…↗
— Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…
Serenity — I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often.
Every crypto name has been reset:
Bitcoin - $70K from $125k
Ethereum - $2.05K fro…↗
Feb 6
InvestmentGuru — $ONDS will be a buying opportunity.
$RKLB will be buying opportunity
$ASTS will be buying opportunity
$IREN will be buying opportunity
$CIFR will be buying opportunity
$EOSE w…↗
Feb 6
Serenity — @DigestingX I didn't have $GLXY positions before earnings, but I do now at $17. I've been just swing trading it, not a hold for me.↗
Feb 2
Serenity — @MacroBombastic I’m just citing risks for extended selloffs given $ETH if you’re using margin.
Other than that I’m a buyer at these levels, I don’t know what’s going to happen.…↗
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 20
InvestmentGuru — 25 Stocks That Could Be Strong Adds if the Market Sees a Bigger Pullback
AI, Compute & Next-Gen Infrastructure
$IREN – AI-driven data center and compute infrastructure tied to lon…↗
Jan 18
Tradable Astronaut — $ASST has 83,536 contract still open for 2/20/26 $1.5 call strike
With Bitcoin moving towards a leg higher here, I think $ASST can as well. Thoughts here @mikealfred
$BTC l $MST…↗
TheValueist — $GLXY $CRWV $AEP Galaxy Digital announced completion of an ERCOT Large Load Interconnection Study (LLIS) and receipt of ERCOT approval for an additional 830 MW of computing demand…↗
Jan 15
TheValueist — $GLXY $CRWV $AEP You can (almost) always count on @novogratz to deliver↗
Jan 14
Anthony Pompliano 🌪 — We are less than 30 days away from Bitcoin Investor Week.
The lineup is packed with an entire week of great speakers:
- Strategy CEO Phong Le
- $GLXY's @novogratz
- Skybridge's @…↗
Jan 9
Serenity — @moninvestor Thanks! $OSS and $AXTI are smaller parts of my portfolio. I should have taken larger position sizes though in hindsight.
Most of my gains came from portfolio margin i…↗
Jan 4
InvestmentGuru — $BTC holding strong around $91K and setting up for a potential breakout toward $94–96K.
Meanwhile, many crypto-related stocks have already seen deep pullbacks — resetting risk whi…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
InvestmentGuru — Portfolio performance:
This is what conviction + patience + holding through noise looks like.
$PLTR → +923.02%
$ONDS → +469.07%
$CLS → +446.14%
$HIMS → +337.65%
$SOFI → +306.08%…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
InvestmentGuru — Best 25 Stocks in This Market — 2026 Watchlist
$IREN – AI Compute / Data Centers /
$IONQ – Quantum Computing
$RKLB – Space / Launch & Aerospace
$ASTS – Satellite Communications
$…↗
Jan 3
InvestmentGuru — Strongest stocks in my portfolio today
$RDW +18.7%
$ONDS +13.1%
$GLXY +10.8%
Top down stocks in my portfolio today
$PLTR: -5.6%
$TSLA: -2.6%↗
Midas — 10 stocks I’m willing to hold for the future:
• AI data infrastructure: $IREN
• Next-gen fintech rails: $SOFI
• Semiconductor backbone of AI: $NVDA
• AI software + government adop…↗
— Institutional ownership is at all-time highs in these names:
$ZETA
$GLXY
$APLD
$EOSE
Smart money positioning is worth paying attention to. https://t.co/eyhBvtqdQl
InvestmentGuru — Portfolio Update:
Exited $BLNK and $OSCR. Now holding 18 positions with ~10% cash.
Two new additions planned in the coming weeks—will update once added.
$PLTR +998.39%
$CLS +452.4…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗