Riot Platforms. Every tracked FinTwit mention of $RIOT, newest first. 41 mentions since the first on Nov 15, 2025. See the price chart.
June 2026 · 5 mentions
Jun 29
Wayne Liang — @IMKvP $RIOT isn't as asymmetric as other names right now IMO. Still fine long-term. Also it's taking less of a beating relative to the rest of the sector right now... good sign fo…↗
Jun 22
Midas — @asymmetrix_xyz Using @asymmetrix_xyz, here are the top companies I found:
- $BE
- $CLSK
- $RIOT
- $APLD
- $IREN
If this helped you out, follow me for more.↗
Jun 11
Chris — Strength in Crypto Miners $CLSK $MARA $RIOT 🏃💨↗
Jun 2
Midas — 1. $HIVE
2. $RIOT
3. $TE
4. $APLD
5. $IREN
If this helped you out, follow me for more.↗
Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
May 2026 · 11 mentions
May 30
The Assembly — Leopold Aschenbrenner’s $IREN is up over 8x since he opened at ~$8 last year.
He’s now betting on $SHAZ, $TE, $CORZ, and $RIOT.
We track the smart money so you don’t have to.
Fo…↗
May 27
InvestmentGuru — ⚡ Crypto miners + AI compute names are catching strong momentum again.
$IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗
Apr 7
Dustin — $RIOT this one could be dark horse to fill in capacity by conversion
Data center expansion nationwide has been impeded by local and state government and pushed back from commun…↗
Serenity — @hankisinvesting $SIVE / $SIVEF and $IQE.
Sivers makes laser arrays and cw dfb lasers for cpo/silicon photonics. And is embedded into hyperscaler supply chains like $AMZN and $MSF…↗
Mar 17
InvestmentGuru — $BTC now $75 k watch this stocks for trade
$MSTR
$COIN
$MARA
$CLSK
$RIOT
$IREN
$CIFR↗
Mar 16
InvestmentGuru — If $BTC breaks $74 k watch this stocks for trade
$MSTR
$COIN
$MARA
$CLSK
$RIOT
$IREN
$CIFR
February 2026 · 1 mention
Feb 5
Black Panther Capital — 🚨ALERT: 50% of Data Centers will NEVER connect to the grid.
Half of the data centers announced in the last 24 months will NEVER connect to the grid.
Kevin O’Leary said it. The d…↗
Serenity — Breaking: Elon Musk has sued OpenAI for $134 Billion.
Prediction markets have priced the odds of Elon winning at 59% as of today.
This may be alarming.
If OpenAI loses thi…↗
mon — When I first started researching the Bitcoin miners, I thought $RIOT, $MARA, and $CLSK were the best miners. At the time, they were by far the most popular stocks in the sector.
A…↗
Dec 17
Gaetano — 🚨 What’s going on with neo-clouds right now?
$NBIS $CRWV $APLD $CORZ $CIFR $IREN
This corner of AI infrastructure has been hit hard.
Not because demand for AI compute disappeare…↗
November 2025 · 1 mention
Nov 15
Wayne Liang — Adding to this list.
$MSTR $DGXX $MARA $RIOT
All look relatively the same - near support.
We've been pretty accurate with our support & resistance, so this could likely be t…↗
— THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 18
Michael | Hypermarkets — There's a stock under $20 that will explode 2000% exactly $BE did.
We're really early. Leopold Aschenbrenner bought it in his 13F.
Let me explain what $CLSK does first.
AI re…↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
InvestmentGuru — $BTC around $72K
Stocks to watch:
$MSTR
$COIN
$GLXY
$MARA
$CLSK
$RIOT
These names typically move 2–3x the move of Bitcoin, especially during intraday momentum.
If $BTC breaks h…↗
Mar 10
Serenity — @gofallingknife @Jacktecau990 Messed up my original $RIOT YTD calculations so ended up deleting my post. But, it was a 3-6M short term trade idea capitalizing off $IREN ATM on exis…↗
Mar 10
Serenity — @jorge_r006 $RIOT, $WULF, $NBIS look structurally in better positions than $CRWV and $IREN are.
Hence why the latter two serve as better hedges in sector declines.
That being s…↗
Mar 4
InvestmentGuru — $BTC trading above $71K — strong momentum building in crypto
If Bitcoin holds and pushes higher, keep close eyes on crypto-related equities:
$COIN
$MSTR
$GLXY
$MARA
$CLSK
$RIOT
C…↗
Mar 2
KaizenInvestor — $RIOT reported a record 2025, hitting $647M in revenue and mining 5,686 Bitcoin.
The biggest takeaway is their strategic pivot beyond crypto into tech infrastructure. Riot unlock…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
— @PolymarketMoney $RIOT joining the AI infrastructure capacity party
Shay Boloor — $RIOT bought 200 acres in Rockdale for $96M using proceeds from ~1,080 $BTC sold and signed a 25MW data center lease with $AMD.
The 10-year deal is valued at ~$311M with extension…↗
Jan 13
InvestmentGuru — Time to keep eyes on
$IREN
$CIFR
$BITF
$CLSK
$MARA
$RIOT
$DGXX
$COIN
$MSTR
$SLNH↗
InvestmentGuru — Datacenter and mining stocks had a strong session today as $BTC held key levels and bounced, restoring confidence across the crypto-linked trade.
$IREN
$CIFR
$NBIS
$BITF
$RIOT↗
Jan 4
InvestmentGuru — $BTC holding strong around $91K and setting up for a potential breakout toward $94–96K.
Meanwhile, many crypto-related stocks have already seen deep pullbacks — resetting risk whi…↗