One Catalyst Could Make This Stock Blow Up in Two Weeks

**Martin** (0:00)
You need to always ask yourselves, what's your edge? I mean, if you are buying something like Apple or NVIDIA, do you think you have some information edge over everyone else?
Probably not, right? But when you are looking at something like Galaxy, there is that information gap.

**LGD Set** (0:17)
What's up, everybody? It's LGD Set here, and welcome to Milk Road AI, the daily AI show that just found out there's a company out there that pivoted to AI from crypto years ago and didn't even know it at the time. Today is July 17th, 2026, recording on the 16th. Is it possible that the market is missing an extremely obvious opportunity in the data center trade? It seems unlikely given that AI bottlenecks have been one of the biggest trades ever. Yet Martin, our analyst who covers all sectors, including AI, stocks, and crypto, thinks there's a very obvious company that's going to pump at their next earnings and that the overall market is seriously lagging on Galaxy Digital. This is Martin's first appearance on the AI pod, and we'll be welcoming him back every week for a deep dive on a company or sector in the market. If you want to see his trades and positions though, including how much Galaxy he actually owns, you can join Milk Road PRO for just a dollar trial at the link below. Today's episode is brought to you by BitGet, stocks 2 with real liquidity, real dividends, and Securitize, the regulated rails for tokenization. All right, Martin, I'm ready to learn about Galaxy. I will admit that I am a bag holder of Galaxy with you, but I don't feel like I understand it nearly as much as you do.
And you are definitely a Galaxy bull, at least in the Milk Road streets. So tell me, Martin, what is the opportunity with Galaxy right now?

**Martin** (1:26)
Yeah, I think people still see Galaxy just as crypto company, and obviously crypto prices are down, so sentiment is not really good, and so people are not really interested in Galaxy, but they are completely ignoring their AI data center business.
And quite frankly, that's not such a big surprise because we haven't seen any numbers on their P&L statements yet, but that's about to change this quarter. And that's why I'm super bullish on Galaxy these days, because I think after Q2 earnings, the stock will be repriced because people will start to pay attention because the AI data center business is going to start printing money.

**LGD Set** (2:06)
Oh man, when are Q2 earnings? Before you give me your whole presentation, when are Q2 earnings? That's the date we got to think about.

**Martin** (2:12)
I think it's like in two weeks or three weeks maybe, something like that.

**LGD Set** (2:16)
Okay, okay, so there's a bit of urgency here. Okay, great. Well, I want to learn a little bit more about Galaxy, and I feel like you're going to start us off by giving us kind of a snapshot of the company.

**Martin** (2:25)
Yes. So this is my dashboard for Galaxy, where I track all the numbers that are relevant for me and my model that I built for Galaxy.
And so the price is quite down today, and I want to see the metrics like, what's the market cap, how much debt they have. And then this is my base case. I think Galaxy should be valued somewhere around $57, and yet it's just $24 today. So that's pretty big upside. And yeah, we are going to talk about why I'm so bullish here and what are the risks to the thesis and why I'm so bullish. And there are actually quite a few catalysts in just a few weeks. And so I think the repricing is inevitable in pretty short time.

**LGD Set** (3:13)
Man, I like talks of repricing in short time, man. And like we said, two weeks is the timeline. But I think maybe start by telling us to like, I want to know, maybe you can tell us what Galaxy does, like besides being a crypto business, or even explain somewhere in there what part of them is a crypto business to assume that I've never heard of it. I think that's probably the best way to approach these these episodes and learning about a company like this.

**Martin** (3:34)
I think maybe I'll say one more thing before. And it's when you invest and buy buy some stocks, what's your you need to always ask yourselves, what's your edge? I mean, if you are buying something like Apple or NVIDIA, do you think you have some information edge over everyone else? Probably not, right? But when you are looking at something like Galaxy, there is that information gap that people are still looking on Galaxy through crypto lens. But that's not the story anymore.