$Galaxy Digital Holdings Ltd.(

Bull: Galaxy swung to a $323M net profit from an $85M loss, with adjusted EBITDA of $455M. Digital asset trading volumes rose 12%, the loan book grew 27%, and assets under management and stake reached $10.4B. Helios delivered its first 133MW to CoreWeave, and management targets an $800-850M annualized leasing run rate by end-2027. A $4.9B cash and Treasuries cushion and a new $200M buyback add support.

Bear: Much of the profit came from investment valuation gains, so it can reverse with crypto prices. Helios depends heavily on one tenant, CoreWeave, which carries about $35.6B of debt. Shares fell roughly 30% in early October on those worries, and large construction debt adds execution risk.

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Comments

puffyxx
11-01
puffyxx
323M net profit looks good, but if valuation gains did most of the lifting, I would watch trading and leasing contribution more closely

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/22eec6e95da10463e502d9e37647a72a","width":"933","height":"1543"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/22eec6e95da10463e502d9e37647a72a","width":"933","height":"1543"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/GLXY\">$Galaxy Digital Holdings Ltd.(GLXY)$</a>&nbsp;\nBull: Galaxy swung to a $323M net profit from an $85M loss, with adjusted EBITDA of $455M. Digital asset trading volumes rose 12%, the loan book grew 27%, and assets under management and stake reached $10.4B. Helios delivered its first 133MW to CoreWeave, and management targets an $800-850M annualized leasing run rate by end-2027. A $4.9B cash and Treasuries cushion and a new $200M buyback add support.\nBear: Much of the profit came from investment valuation gains, so it can reverse with crypto prices. Helios depends heavily on one tenant, CoreWeave, which carries about $35.6B of debt. Shares fell roughly 30% in early October on those worries, and large construction debt adds execution risk.<img src=\"https://community-static.tradeup.com/news/22eec6e95da10463e502d9e37647a72a\" tg-width=\"933\" tg-height=\"1543\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/GLXY\">$Galaxy Digital Holdings Ltd.(GLXY)$</a>&nbsp;\nBull: Galaxy swung to a $323M net profit from an $85M loss, with adjusted EBITDA of $455M. Digital asset trading volumes rose 12%, the loan book grew 27%, and assets under management and stake reached $10.4B. Helios delivered its first 133MW to CoreWeave, and management targets an $800-850M annualized leasing run rate by end-2027. A $4.9B cash and Treasuries cushion and a new $200M buyback add support.\nBear: Much of the profit came from investment valuation gains, so it can reverse with crypto prices. Helios depends heavily on one tenant, CoreWeave, which carries about $35.6B of debt. Shares fell roughly 30% in early October on those worries, and large construction debt adds execution risk.<img src=\"https://community-static.tradeup.com/news/22eec6e95da10463e502d9e37647a72a\" tg-width=\"933\" tg-height=\"1543\"></body></html>","text":"$Galaxy Digital Holdings Ltd.(GLXY)$ Bull: Galaxy swung to a $323M net profit from an $85M loss, with adjusted EBITDA of $455M. Digital asset trading volumes rose 12%, the loan book grew 27%, and assets under management and stake reached $10.4B. Helios delivered its first 133MW to CoreWeave, and management targets an $800-850M annualized leasing run rate by end-2027. A $4.9B cash and Treasuries cushion and a new $200M buyback add support. Bear: Much of the profit came from investment valuation gains, so it can reverse with crypto prices. Helios depends heavily on one tenant, CoreWeave, which carries about $35.6B of debt. Shares fell roughly 30% in early October on those worries, and large construction debt adds execution risk.","highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/624469002342496","repostId":0,"isVote":1,"tweetType":1,"viewCount":975,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GLXY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":619,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":624590008041600,"commentId":"624590008041600","gmtCreate":1793521357769,"gmtModify":1793524049579,"authorId":9000000000000374,"author":{"id":9000000000000374,"idStr":"9000000000000374","authorId":9000000000000374,"name":"puffyxx","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":624469002342496,"objectIdStr":"624469002342496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"323M net profit looks good, but if valuation gains did most of the lifting, I would watch trading and leasing contribution more closely","text":"323M net profit looks good, but if valuation gains did most of the lifting, I would watch trading and leasing contribution more closely","html":"323M net profit looks good, but if valuation gains did most of the lifting, I would watch trading and leasing contribution more closely","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/624469002342496"}