Galaxy Is the Most Mispriced AI Infrastructure Stock

Martin (0:00)

This one only, Helios, is worth more than Galaxy is currently priced.

SPEAKER_2 (0:05)

What's up, everybody? It's LGD Set here, and welcome to Milk Road Stocks, the daily market show that is on the hunt for hidden gems, but not the Adam Sandler kind. Today is October 20th, 2026

Listen, Galaxy is a stock and a company that if you listen to Milk Road, you've been following Milk Road for years, you know we have spoken about often. And right now, it could be possible yet again that the market is really misunderstanding what kind of business this is and what kind of revenue they have coming in and that they have coming in into the future. These are basically the words of Martin, our leading PRO researcher who has been following Galaxy for a long time. And today is gonna show us kind of a model and break down their revenue and what the business does and show us how with the advent of their upcoming data centers, of which there are many, Galaxy should be priced a lot higher than it is, especially today at like $16, which makes no sense whatsoever. So what I appreciate about today's show is that Martin is basically bringing us what he looks at as like I said, a hidden gem, something that the market is not fully understanding. If you want to see his positioning in this stock and what else he has in his portfolio, all that is in Milk Road PRO, which costs just a dollar to check out. So you can pay a dollar, just peek behind the curtain, see what he has and then leave if you want. The link is below for Milk Road PRO, so go check it out. And a reminder that our podcast today is free and that it wouldn't be possible without our partners at Suriance, the online platform that makes it easy to compare term life insurance options and get a free, no obligation quote, keep an ear out for more information about them later in the show. Weeks ago, Martin, you started to position for a weaker market. Let's put it that way. For people that are Milk Road PRO, they know, people listen to the show religiously, they also know. And I think a lot of people hopefully appreciate your more sober, could be potentially seen as bearish takes on what's going on with AI stocks.

But I think that, you know, being a good investor, it's very important to sober up sometimes, like I said, is to be realistic about what's happening on the market and what's happening in a macro. And you have been a very good voice for that.

Martin (2:09)

Yeah, I wish more people are seeking bearish takes, but I'm afraid the opposite is true. And people just want to make sure that their bullishness is like, you know, they're biased and they just want to like hear more and more bullish takes all the time. Like, I feel like if someone is bearish, it's usually not sounding that good for many people or like the attention and like, you know, the comments and like the reaction to those episodes are not as good as if you are showing, you know, something else that's gonna grow like dramatically.

SPEAKER_2 (2:43)

Dude, expectation is a really dangerous thing for people, especially in the investing world. You know, you and I both with a lot of experience in crypto as well, which is this kind of market to an extreme as well, where you just, if you thought there was gonna be another 30 or 40 or 50% leg up, and instead it's a 30, 40, 50% leg down, it takes you a long time to come to terms with that. You know what I mean? Like it's just, that's just the psychology of investing that's really hard to manage, right? Is that-

Martin (3:14)

Exactly.

SPEAKER_2 (3:15)

If you thought it was gonna go one way and you made decisions based on that and it's doing the opposite, it's really hard to change that mindset to come to terms with it.

Martin (3:23)

Agreed. But at the same time, when there is some big sell off, there is usually some big opportunity.

At the same time, you just need to spot that opportunity because it's not maybe like just broadly in like all stocks, they're down, but maybe in just particular sectors that should be less affected by, you know, just recently there is a sell off in all neoclouds, but should that affect like everything else? Probably not, right? And so that's what I want to talk about today.

SPEAKER_2 (3:51)

I like that. When there's a drawdown, you have to look for the opportunities where things maybe got sold off more than they should have. Well, let's talk about what that might be, Martin.