Galaxy Digital
- Ticker
- GLXY
- Beat
- datacenters
- Size
- Public Company
- Researched · Fresh
- today
For MenFem's purposes Galaxy is a data-centre company inside a digital-asset firm — and in Q2 the data-centre half became real (133 MW live to CoreWeave, ~$80M/quarter of rent from Q3 at >90% project margin) while the digital-asset half lost money again; the catch is that the landlord pays 9.875% for its next build, has one tenant for every contracted megawatt, and still carries 830 MW of approved power it has not let.
Weekly closes
No Friday close is on the record for GLXY yet. The weekly job prices the covered universe; a name it cannot price is listed as missing rather than estimated.
Who is buying
- Shares sold shortFINRA · settled 31 Aug 2026
- 30,189,757 shares
- Days to unwind the shortFINRA · settled 31 Aug 2026
- 4.8
The research around Galaxy Digital
Covered in the Knowledge Base
Datacenters & Digital Infrastructure
Company details
| Industry | Cloud Computing |
| Size | Public Company |
Others in datacenters
5 namesWhere Galaxy Digital sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
Applied Digital
APLDThe backlog stopped being a press release and became an audited receivable
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Bloom Energy
BEThe valuation short mostly worked and is now two-thirds spent
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Equinix
EQIXThe largest guidance raise in company history rests on a quarter whose headline was bought
Cash $979M
Uniti Group
UNITThe inflection the market bought in Q1 was a one-off hyperscaler IRU
Cash $609M · Runway ~2 qtr at this rate
Vertiv Holdings
VRTThe print that mattered came in split — margin, cash and the raised guide all beat, revenue missed, and the reason it missed was Vertiv's own executio…
Cash $2.8B