$RIOT 0.54 Developing

Notable posts

• @StockSavvyShay bullish 878 eng

  $NVDA neocloud partners are expected to scale from ~3 GW to 8 GW of installed capacity this year creating a much larger base for Nvidia to monetize. The company says it can now get “paid twice” once on the hardware sale and again through a share of rental revenue, potentially adding billions in recurring revenue over time. $CRWV, $NBIS, $IREN, $CIFR, $WULF, $CORZ, $RIOT, $APLD

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• @StockSavvyShay bullish 876 eng

  The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

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• @StockSavvyShay bullish 661 eng

  This chart is why secured power is becoming one of the most valuable assets in AI. A MW produces ~$1.5M in bitcoin mining, ~$4M in colocation and ~$10M in full-stack AI compute which explains why you're seeing $CIFR, $WULF, $CORZ and $RIOT all racing to convert capacity as fast as possible while $IREN already shows what that transition can look like. $CRWV and $NBIS are already clustering ~$10M per active MW while $SPCX is targeting closer to ~$40M as it scales toward ~10GW putting SpaceX in a monetization class of its own.

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• @StockSavvyShay neutral 629 eng

  Texas is becoming the center of the AI power race as $CIFR, $CORZ, $GLXY, $HUT, $IREN and $RIOT stack up HPC capacity across the state. Now the race is who can turn those megawatts into AI revenue first. https://t.co/Uf7mVFi0Tc

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• @Beth_Kindig bullish 110 eng

  Anthropic signed a $9.1 billion deal with Riot Platforms $RIOT for 191 MW of critical IT load under a 20-year term through 2048, with 96 MW aiming to be delivered by the end of 2027 and the full 191 MW aiming to be delivered by the end of 2028. $NVDA $AMZN $GOOG

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• @Mr_Derivatives bullish 100 eng

  $RIOT up 8 days in a row and now made fresh 4.5 yr highs. Wow

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• @ripster47 bullish 39 eng

  $BTC Continues to breakout $MSTR Flag breakout Crypto Stocks pushing ahead of Jackson hole $COIN $HOOD $RIOT https://t.co/aJdJQse2Wr

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• @WOLF_Financial neutral 97 eng

  Leopold Aschenbrenner's Situational Awareness just submitted their 13F filing which shows that their portfolio looked like as of the end of Q2 This is what they held - SanDisk $SNDK: 2,495,344 shares, $5.7B - Micron $MU: 4,828,786 shares, $5.6B - Bloom Energy $BE: 6,272,808 shares, $1.9B - Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B - Nebius Group $NBIS: 4,464,260 shares, $1.2B - CoreWeave $CRWV: 7,479,558 shares, $0.7B - Core Scientific $CORZ: 26,008,473 shares, $0.7B - STMicroelectronics $STM: 7,802,700 shares, $0.6B - Applied Digital $APLD: 15,384,616 shares, $0.5B - Riot Platforms $RIOT: 17,100,000 shares, $0.5B - Sharonai Holdings: 5,396,127 shares, $0.5B - IREN $IREN: 9,474,099 shares, $0.4B - CleanSpark $CLSK: 12,276,139 shares, $0.2B - Keel Infrastructure: 26,451,393 shares, $0.2B - Solaris Energy Infrastructure $SEI: 1,129,621 shares, $0.1B - Whitefiber: 1,757,600 shares, $0.1B - Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B - T1 Energy $TE: 4,900,000 shares, $0.05B - Hive Digital Technologies $HIVE: 9,133,726 shares, $0.03B - Babcock & Wilcox Enterprises $BW: 2,027,451 shares, $0.03B - ProPetro Holdings $PUMP: 1,960,382 shares, $0.03B - Vishay Intertechnology $VSH: 375,000 shares, $0.02B - Cerebras Systems $CBRS: 10,000 shares, $0.002B Call options: - Bloom Energy calls $BECALL: 145,800 contracts, $0.04B - Taiwan Semiconductor calls $TSMCALL: 50,000 contracts, $0.02B Put options: - Infosys puts $INFYPUT: 500,000 contracts, $0.005B

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