Overhyped stocks Galaxy Digital and Hut 8 may put $100,000 at risk

The article says Galaxy Digital and Hut 8 tie big AI data-centre plans to volatile crypto results, and both companies reported large swings in earnings while pursuing multi‑year, capital‑intensive projects.

Two Canada‑listed companies with crypto roots are highlighted as examples of stocks that pair large AI data‑centre ambitions with continued exposure to digital‑asset swings. Galaxy Digital is building the Helios campus in West Texas and has reported recent project financing and regulatory approvals, yet it posted a large quarterly loss tied to falling crypto prices. Hut 8 began as a Bitcoin miner and is pursuing AI data‑centre leases and a broad development pipeline while reporting revenue and profit swings across recent quarters. Key points: - Galaxy secured a US$1.4 billion project financing facility for its Helios campus and said it aims to deliver the first phase of power to CoreWeave in early 2026, with ERCOT approvals bringing utility‑contracted capacity to over 1.6 gigawatts. - Galaxy reported a Q4 2025 net loss of US$482 million and diluted EPS of (US$1.08), which the company tied mainly to falling digital‑asset prices. - Hut 8 signed a 15‑year lease for a 245‑MW AI data centre at its River Bend campus, a deal the article values at about US$7 billion, and the first phase was expected to finish by early 2027; the company also cites a development pipeline exceeding 1.5 GW. - Hut 8’s reported results showed sizable quarter‑to‑quarter swings (Q3 2025 revenue US$83.5 million and net income US$50.6 million versus Q2 revenue US$41.3 million and net income US$137.5 million), and the article notes dilution risk if build‑outs are funded with equity. Summary: Both companies combine crypto‑linked results with large, multiyear data‑centre projects, which the article presents as a source of headline‑driven volatility and execution risk. The timing and outcome of the projects and how crypto markets behave are key to future results; Undetermined at this time.