@KARLW0LF @GK8_Security All in? What percent of your portfolio is in glxy?
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Jack Luxton
148 posts
Jack Luxton
@JackLuxton6
Value Growth Investor. Investing in companies that will compound capital at a high rate for the long term. Williams College.
Katılım Aralık 2021
178 Takip Edilen54 Takipçiler
$GLXY That’s exactly why I’m all in on Galaxy Digital, it’s one of the strongest plays at the intersection of digital assets, institutional crypto infrastructure , with their @GK8_Security platform for real-world assets and the exploding AI data center boom.
Watcher.Guru@WatcherGuru
JUST IN: JPMorgan says tokenized real-world assets market could grow to $13 trillion by 2030.
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"You may ask why not $IREN? $CIFR? or $NBIS. I view those as great data center plays for the future, but there is a common theme among them. All of those stocks are priced to perfection: the market sees the potential. $GLXY is the last data center-based company yet to see a multiple expansion."
Jack Luxton@JackLuxton6
$GLXY is being valued as a Bitcoin proxy at the exact moment its earnings are shifting to contracted AI infrastructure. The market is seeing crypto, not Helios. My full write-up below: open.substack.com/pub/jackluxton…
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$GLXY is being valued as a Bitcoin proxy at the exact moment its earnings are shifting to contracted AI infrastructure.
The market is seeing crypto, not Helios.
My full write-up below:
open.substack.com/pub/jackluxton…
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Current portfolio:
Cash: 40%
$AMD: 15%
$HIMS: 14%
$GLXY: 13.5%
$DLO: 12%
$CMG.TO: 3%
Focused, high-conviction names + dry powder to deploy.
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Glxy
What to do as crypto becomes an anchor @novogratz
1) get off Canada stock exchang
2) spinoff Helios to allow it to flourish
3) get upfront capitol for next buildout from large cap tennent
4) initiate p1 of coreweave
5) speed up p2
6) clarify future 1.9 gw ercot approval
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@commonsenseplay @xyzdkfe @MartinShkreli How is he up 600% if it’s only gone down 40 percent - did he lever up?
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@xyzdkfe @MartinShkreli Maybe he closed his positions... he's up 600% wouldn't blame him
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The Pharma Bro @MartinShkreli is now up nearly 600% on the year.
How can you ever bet against this guy!
The OG quantum short.
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Jack Luxton retweetledi
@stockplaymaker1 $AIRE
Short-term targets: $1.16-$1.25, then $1.80-$3.00 today if the rally continues.
- Higher targets: $1.82, $2.90, $4.50, and even $8.90 if a weekly breakout occurs.
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@AlphaTalon2025 appreciate it - the truth hurts!
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Keep up with the good work, when bulls start blocking instead of debating, it usually means the argument hit home. Keep posting facts — markets always reward truth over narratives.
$IONQ $QUBT $QBTS $RGTI $CCCX
Common Sense Investor (CSI)@commonsenseplay
Another $IONQ bull has now blocked me @jrouldz , because I posted a video from IONQ's own current Chief Scientific Officer and original founder Chris Monroe. It's true what they say, the truth hurts. Basically every bull with a large following has now blocked me because they want to control the narrative. Including: @StockSavvyShay @DesFrontierTech @jrouldz @ShawnKwon11 @paullecoque @iewney @HannaSuds Most of these accounts I have never interacted with, which shows the narrative they are desperately trying to push. I have consistently posted actual truth and facts, videos from founders, SEC filings, expert interviews, quarterly reports and failed milestones. Nothing I have posted is false, they just can't face up to it, or potentially much more maliciously they are possibly being rewarded by a third party to research IONQ and post. $ionq $rgti $qubt $qbts
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@commonsenseplay Did you buy puts or short or buy 2x levered to downside?
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If we get a red day tomorrow in the broader market, there will be a collapse for quantum stocks.
I hope the longs finally took the profits, this is going a hell of a lot lower.
$ionq $rgti $qubt $qbts
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@BigAlGambles lol - thats not investing. That doesn't follow my principles.
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Credits to Chris Mayer - Book How Do You Know
He teaches you to be constantly questioning your beliefs and to try and take ideas more literally.
If you yearn for the self validation of being right - you're going to lose lots of money in the market.
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Mini $HIMS trading at 1 P/S
jackluxton.substack.com/p/mini-hims-tr…
Indonesia
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@iHooghvorst @JackLuxton6 It would be really great if we can have a space call for $ABCL at least once in 2 months to share thoughts/inputs who ever believes in and we can discuss concerns/pros/cons @JackPrescottX @hypergrowth102
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Regen X Bio Elevator Pitch - Analysts have bullish PT
open.substack.com/pub/jackluxton…
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@JackLuxton6 They still have plenty of room to grow. I recommend listening to their conference calls and reading their 10k.
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Just bought more $TMDX, it now makes 70% of my portfolio.
Cheers
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@rasetgrauu whats its TAM - seems like its getting close to max tam
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