GLXYInvestment Banking
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Who said what, and what GLXY did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GLXY
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-27 | Jacob RubinManaging Member, Philosophy Capital | Bullish | Sohn Idea Contest | Galaxy Digital's Helios data center — 1,500 acres, 1.6GW ERCOT-approved power, and a 15-year $1B/year… |
| 2026-02-03 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Bloomberg Television | Galaxy is actively building into prediction market infrastructure and liquidity provision as a new revenue… |
| 2026-02-03 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Bloomberg Podcasts | Galaxy stock trades at a deep discount to the data center business alone — which now exceeds the crypto… |
| 2026-01-16 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | ERCOT approval of 1.6 GW capacity at Helios positions Galaxy as a major power landlord to hyperscalers, with… |
| 2025-09-30 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Empire | The $20–25B in contracted data-center rent from Coreweave over 15 years creates a bond-like cash flow floor… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | before the open | 0.83 vs -0.14 | +9.9% |
Notable options days
Sessions in the last 120 where GLXY’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
| 2026-10-26 | ||||||
| 2026-10-21 | ||||||
| 2026-10-14 | ||||||
| 2026-08-19 | ||||||
| 2026-08-05 | ||||||
| 2026-07-29 | ||||||
| 2026-06-08 | ||||||
| 2026-06-04 |
GLXY on the Wheel
GLXY did not pass our 1-month put test (V1, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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