What top creators are saying about Riot Platforms Inc.(RIOT)

Trades at an operational NAV premium despite selling modest portions of its Bitcoin reserves during recent market downturns.

Added to Stanley Druckenmiller's portfolio after mining 1,587 BTC in Q2 and contracting data center and power capacity with AMD and an AI research lab.

Facing persistent share dilution and intense hash rate competition; recommendation is to exit positions on the next market upswing.

Offers leveraged exposure to crypto adoption while benefiting from enterprise demand for power and high-performance computing facilities.

Shares dropped 5% in tandem with equities, failing to track the underlying strength of the spot Bitcoin price.

Secured a $9 billion, 10-year deal with Anthropic to lease 400 megawatts of energy capacity, monetizing power assets for high-margin AI compute.

Leopold Ashenbrenner holds a $500M position; partnered with Anthropic to repurpose mining facilities for AI compute, projecting up to $9B in revenue over 20 years.

Benefiting from the pivot toward AI data center infrastructure by leveraging existing power and energy capacity.

Getting hammered due to Meta's entry into the hyperscaler space, creating competition for AI data center pivots.

Part of the 'Bitcoin Miner to AI' pivot where investors seek assets with established power access.

Part of the mining sector shifting focus toward AI power infrastructure.

Bullish sentiment as an 'AI adjacent' asset due to energy infrastructure.

Benefiting from AI rotation; high win ratio for swing trading.

Pivoting infrastructure to host AI compute using existing power access.

Maintained as a long position in the bitcoin mining sector.

Participating in the crypto crossover trend where mining infrastructure serves AI needs.

Mentioned as a peer that successfully transitioned to a data center business model.

Identified as a candidate for the AI infrastructure pivot.

Held as part of a small allocation to Bitcoin miners, viewed as a leveraged play on a Bitcoin price rebound and the increasing value of energy resources due to the AI-driven 'power crunch'.

The company sold 2,200 Bitcoin for nearly $200 million in late 2025. This is presented as a factual market event without a specific sentiment on the stock.

Positioned alongside CleanSpark as a Bitcoin miner that can transition into the AI space, offering a dual-narrative investment in both cryptocurrency and AI infrastructure.

The company is considered a 'prime target' for AI deals with hyperscalers due to its large data centers near major hubs like Dallas, positioning it as a hybrid Bitcoin/AI play.

Stock rose 4% due to its position as a crypto miner with AI exposure, lifted by Nvidia's strong performance.

Held in the portfolio as part of the thesis that Bitcoin miners are undervalued AI infrastructure plays, possessing valuable power and data center assets.

Mentioned as a company that has fallen significantly due to the broad market sell-off caused by liquidity problems, not company-specific issues.

The speaker speculates that the company could announce large-scale deals to provide energy and data center capacity to AI companies, similar to peers, due to its well-located data centers.

Reported a surprise quarterly profit and achieved record revenue, with its success linked to the rise in Bitcoin's price.

Being re-rated as an AI infrastructure stock by pivoting facilities to High-Performance Computing (HPC) to serve AI clients, providing more stable and predictable revenue.

Mentioned as one of the winning stocks in the mixed-performance Bitcoin miner sector.

Mentioned as a high-performing Bitcoin mining stock that is 'up huge' over the last six months, with performance attributed to the AI narrative.

A solid, large-scale operator ranking #3 in the speaker's weighted model with a strong Bitcoin treasury of nearly 20,000 BTC, but investors should note its current lack of profitability.

Part of a group of Bitcoin miners being re-rated by the market after announcing a pivot to service AI compute demand, leading to significant stock price increases.

Presented as a successful case study for the 'miners as an AI play' thesis. Its stock rose after announcing a deal to lease its data center for AI purposes, validating the potential for miners to monetize their energy infrastructure beyond crypto.

Mentioned as a competitor to MARA that trades at a much higher valuation (MNav of 4.5), which is used to support the thesis that MARA is undervalued.

Mentioned as a Bitcoin-related company that can be seen as a proxy for investing in Bitcoin and aligns with the thesis that the government will leverage the private sector for its strategy.

The company recently halted construction at its Corsicana, Texas site, which is interpreted as a potential signal that it may be planning to announce a deal to monetize that site for AI or data center use.

Increasingly viewed as a data center play, with analysts issuing price targets based on its potential to rent out high-performance computing capacity.

Stock was up 13% due to a ripple effect from Oracle's strong AI demand report, as crypto miners are pivoting to service the AI data center industry.

Viewed as a potential 'sweet spot' investment that could offer dual exposure to both its large Bitcoin holdings and a new high-growth revenue stream from AI compute power.

Mentioned as a top holding in the BITW ETF, which is presented as a superior, forward-looking investment vehicle.

Viewed favorably as a competitor to CLSK because of its strategy of holding (HODLing) the Bitcoin it mines, which the speaker prefers.

Mentioned as another Bitcoin proxy that is bouncing back and participating in the rebound, suggesting positive sector-wide momentum.

Part of a group of publicly traded miners holding significant Bitcoin reserves and contributing to the supply shortage by not selling. Faces headwinds from tariffs on Chinese-made mining equipment.

Incurred a $27M opportunity cost by selling its mined Bitcoin. Trades at a high 2.15 NAV premium.

The speaker's 'favorite' among Bitcoin miners. With an MNAV of 2.24, it is believed to be well-positioned to issue more shares or use debt to acquire more Bitcoin accretively.

Presented as a cautionary tale about shareholder dilution. Despite being a successful Bitcoin miner, the stock is down significantly from its highs due to 60x share dilution since 2017, which has destroyed long-term shareholder value.

Mentioned as a competitor to GLXY with significantly higher retail investor interest (over 128K watchers on Stocktwits).

A rebounding Bitcoin miner with a high Net Asset Value (NAV) premium of 2.17, suggesting positive market sentiment.

Mentioned as a Bitcoin miner moving higher in tandem with Bitcoin's price, benefiting from the crypto rally.

An attractive, but not the most deeply discounted, play on the power access theme. Its value is supported by its modern and valuable mining fleet, which provides an additional layer of asset value.