Riot Platforms. Every tracked FinTwit mention of $RIOT, newest first. 20 mentions since the first on Nov 15, 2025. See the price chart.
June 2026 · 2 mentions
Jun 2
Midas — 1. $HIVE
2. $RIOT
3. $TE
4. $APLD
5. $IREN
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Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
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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…↗
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, $…↗
December 2025 · 1 mention
Dec 28
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…↗
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…↗