RIOT

adirtysocialist-

I'm not saying you're not going to make money, you obviously are. They just aren't a "pick and shovel" company like the others. They build servers. Honestly, hilariously enough now MARA and RIOT are attempting to move into AI infrastructure and repurpose their data centers away from mining to hosting for AI giants. Might want to give them another look as well. MARA and RIOT are trying to host the types of servers CRSR is building. Just a heads up.

adirtysocialist-

It's not the next MU or SNDK but good luck. They are customers of those companies and build AI servers. CRSR is to AI as MARA and RIOT are to BTC.

adirtysocialist-

Correct. Now they're building AI servers, apparently. They are customers of other companies and use their parts to build servers the same way MARA and RIOT build BTC mining machines...sort of.

adirtysocialist-

Yup. They are a customer of those companies, and plan to build servers, not even remotely the same. Kind of how MARA and RIOT build BTC mining machines.

CuteHand

BTC mining companies that are pivoting into AI like RIOT, HUT, CIFR, APLD, IREN- they have the infra already AND they are holding BTC for the next bull run

DrSeuss1020

Hey I actually made a separate post on MRLN, I might type up my thoughts on IMSR next but will just take a while. I personally really like the team and tech of the molten salt reactor tech, leadership team and the RIOT MOU recently was nice to see. Both early and high risk

CasinoAnd69Manager

Buy data center buildout companies like RIOT CLSK MARA HIVE KEEL as they will benefit solid from the price drops and these companies are just ramping up

DrSeuss1020

Thank you! I made a separate post on MRLN just to get my ideas down. IMSR I just like the team they put together, the molten salt reactor design for nuclear appeals to me and the disconnect in valuation from current peers is big. Also like the recent MOU with RIOT. Early and risky for both tho

DrSeuss1020

I believe they’re both mispriced and overlooked. They’re both early and have a good amount to prove tho and risky, but I think they’re easily for the market to push down currently due to their pre revenue states. IMSR recently announced their MOU with RIOT and I would like to hopefully see more from them in the medium term. I also like the molten salt reactor tech they’re using for nuclear. MRLN already has a contract and even uploaded a video with their tech operating a plane. I’m just kind of a sucker for unique technology attacking a big problem.

BottleMedium881

MARA is still basically a high-IV proxy for bitcoin plus management decisions, but that AI pivot adds another layer of business risk. If you want cleaner bitcoin mining exposure for CSPs, I’d look at RIOT, CLSK, WULF, or CIFR and compare IV, liquidity, balance sheet, and BTC holdings. Just remember the high premium exists because these names can gap hard.

DrSeuss1020

Both highly asymmetric, early and not very well known yet. Both have a good amount to prove but from the research I’ve done I’ve been solid conviction in both. IMSR undervalued compared to peers and recently signed an MOU with RIOT but they still need to really prove out their tech. MRLN I believe is a bit further along in proof of concept but many people think they’re both trash so 🤷🏻‍♂️

MeatForce_

SLNH, KEEL, CIFR, RIOT. AI power bottleneck is very real.

Rock_or_Rol

RIOT announces SMR partnership with IMSR. RIOT market cap proceeds to increase by 35%sh (3 bn). Granted a lot of that is due to the new data center, but it seems like easy math. Announcing the partnership is fairly low commitment. Energy is the next bottle neck if the market holds. How long until APLD, MARA, or whatever data center stock/mag 7s catch on?

InvestmentBiker

Agreed on GLXY being slept on. 800 MW to CoreWeave + 830 MW approved. While 'biggest single site' is debatable, it's definitely massive. The dual play (crypto + AI infra) makes it interesting vs pure miners like MARA/RIOT. Trading way below analyst targets too.

InvestmentBiker

MARA, RIOT, CLSK, IREN, HUT, CORZ are the obvious ones, and then smaller names/early setups like KEEL or even HIVE if you want more risk. WGMI is a nice way to own the basket without stock‑picking every balance sheet yourself.

NYGiants181

Bro added RIOT? LOL

firmfirm

Hes holding MARA but no RIOT ? But but, why?

Rock_or_Rol

IMSR beat earnings. Partnership with RIOT for a data center SMR earlier this week. IMSR and OKLO are the only two publicly traded companies on the DOE pilot project A steal imo. Probably priced right in an average market, but not with our froth and energy headwinds. Good luck!

Rock_or_Rol

RIOT announces partnership with IMSR for an SMR Riot ⬆️ IMSR ⬇️ My port ⬇️

Perfect-Loquat-7791

IMO MARA isn’t dead, just repricing. Still high BTC beta, AI pivot is narrative. CSP premiums reflect that risk. If you want pure BTC IV, RIOT or CLSK still closer not gone yet .

Different_General933

RIOT and CLSK are probably closer to the “pure Bitcoin miner with high IV” trade now. MARA increasingly feels like it’s shifting toward the AI/power infrastructure narrative instead of just BTC exposure.

Some_Current1841

Thoughts on full sending $RIOT puts.. lost a SHIT load of money last earnings. Along with bitcoin falling and it already being overvalued.. Shits about to fall

spambakedbeans

In at around $9 iirc. I got in thinking bitcoin mining was gonna rocket. I got in WULF, CORZ, RIOT, CLSK, MARA, too. They all have realized where the money at.

Gooderesterest

I’d buy RIOT but I like to trade the volatility of it

lomoragno

In my view, the difference between RIOT and MARA is not just temporary, but largely driven by their different operating models: Riot Platforms is more vertically integrated on the energy side and is increasingly trying to position its infrastructure in an HPC/AI context, while MARA remains more of a pure-play Bitcoin mining company focused on scale and operational leverage. That said, it’s still too early to say whether this represents a true strategic shift toward AI for RIOT or simply a market-driven narrative around energy optionality. What do you think about it?

lomoragno

What about RIOT?

Rock_or_Rol

I like IMSR for the SMR thing Earnings next week I think they’ll have updated guidance on. Low enrichment HALEU fuel helps supply chain. They’re on the DOE pilot project and are breaking ground soon. Still haven’t been bought up like OKLO and they have a small float. They were awarded a project with RIOT earlier this week. Westinghouse deals I said it after 🥭’s SOTU, but I guarantee you he will subsidize them by the time his term is over. Billionaires seem to all have their own SMR company.. bezos, gates and I’m sure there are others NEXT for US based LNG liquefaction if the UAE/bahrain receive more missiles. It’s the only one in the states and TBH, the US should abso-fucking-lutely subsidize it to expedite its timeline for massive export revenue amidst the Iran and Russia/ukraine conflicts, I doubt they will though. It would make a killing. More of a boomer stock but it has some volatility if you’re interested in more of the investment side of things I think rare earths may be the play again going into China trade talks too… after we’ve been sanctioning them and fucking with their oil? There *has* to be some friction coming up unless we completely capitulate on Iran

Temptedourattempt

Already started IMO, HUT had a crazy run and looks like its just getting started, i did pretty well on RIOT today

Ok_Freedom3290

Solid breakdown. It’s interesting that you found RSI more effective than premium size—definitely a lesson in not chasing overcrowded trades. I’ve been experimenting with a similar approach but I focus more on real-time whale movements and 'Z-scores' of the order book. For example, **I'm seeing a Z-score of +1.14 on RIOT right now with a massive relative alpha of 6.79%**. Tracking those huge blocks *before* they hit the tape is where I've found the real edge. I actually ended up building a live terminal for this (ML engine and all) just for my own trading so I could dodge those high-premium traps. If you want to see the data I'm looking at, it's live here: [https://alphasignal.digital](https://alphasignal.digital/)

b_fellow

Algos must have forgotten RIOT had earnings.

Tweezers666

Who got RIOT puts

dkdebra

then what about all the other btc miners? RIOT, MARA, SLNH

Bugout-2020

I should have bought more MU. Alas, I'm regarded ... I bought APLD, and also have some shares of RIOT left. If I cashed all of them out, only Rigetti is effing me. Help a regard out, someone ... What are my moves?!!

CasinoAnd69Manager

RIOT CLSK MARA HIVE and BITF rocketing further to the moon

CasinoAnd69Manager

RIOT CLSK MARA HIVE and BITF rocketing further to the moon

CasinoAnd69Manager

RIOT CLSK MARA HIVE AND BITF To MOON 🚀🚀🚀🚀 Hoo Lee Phuk wen Lambo

Rock_or_Rol

APLD INFQ MSTZ BTC is either selling off or building shorts to pop right now. I’m trying to track the top. 78-82k is my guess. If the rally holds and breaks previous range, RIOT should be breaking ground on their new data center in may. MARA should get a nice short squeeze. MSTR puts are what I’m really after though.

CasinoAnd69Manager

RIOT CLSK MARA HIVE AND BITF To MOON 🚀🚀🚀🚀 Hoo Lee Phuk wen Lambo

JKPig66

Then RIOT pivoted to bitcoin mining. And now they call themselves RIOT Platforms and are pivoting to data centers. I used to trade options on them as a proxy for bitcoin but the AI craze and TACOs have made the stock too unpredictable.

myheadsexplodin

Im up 55% on RIOT, thinking of selling here and maybe getting into APLD. Anyone else in either of these?

Individual_Bell_4637

RIOT was the best one I remember. I think they were like an office supply company or some shit, and just renamed themselves RIOT Blockchain, stock pumped like 800%.

AndItsThetaAgain

I forget if RIOT and MARA did the same flip BIRD is doing but this is normal in hype cycles The difference is ‘ai integration to compliment’ vs ‘completely new business’ BIRD just essentially became a SPAC and you’re all laughing like idiots

Bugout-2020

It is the lack of data centers and energy as a whole. IREN is doing well because it pivoted from mining BTC to building Data Centers/AI and partnered with Nvidia. Then, they announced a partnership with Microsoft. They were up 9% today, last I checked. It was $5 last year, it is $47 right now. RIOT seems to be following suit. They got a 10 year contract with AMD. But they are building infrastructure now. They say they will make Data Centers both to host, and mine, BTC. But, I think they'll shift to just Data Centers. Unless BTC stabilizes down the line. IREN did well regardless of BTC price fluctuations today. RIOT also did well, but still had fluctuations pegged to BTC. MARA, who just mines BTC, did not do as well. Just an example of how much Data Centers are needed at the moment. Oil affects the entire globe. It affects shipping and costs increases in every industry/sector. There is a lack of energy, infrastructure, and sustained capabilities at the moment. That is why the high EPS doesn't matter anymore. They are reinvesting profits so that AI can succeed down the line.

CasinoAnd69Manager

RIOT CLSK MARA HIVE and BITF rocketing... Folks realizing these are AI HPC data center buildout companies and Bitcoin treasuries... Two in one.

CasinoAnd69Manager

Told regards to buy RIOT CLSK MARA HIVE AND BITF few days back... Still time to buy HIVE and BITF... Regards don't seem to listen 🤷

GrossFleshSack

USO puts, RIOT puts, SBET calls

CasinoAnd69Manager

RIOT CLSK MARA HIVE and BITF to the moon with ASTS and ACHR rocketing further

CasinoAnd69Manager

This is why RIOT CLSK MARA HIVE and BITF will soon moon 🌙 🚀🚀

Possible-Pirate9097

NLST is a much better shot at a 10 bagger. GLXY has too much BTC exposure and BTC hasn't finished dumping IMO - smaller ones like SLNH, MARA, RIOT and DGXX will be better value when that finishes in a few months. The TAM for AMPX is a bit too nebulous for me.

Anonymous_Lurker_1

Bitcoin. Bitcoin proxies. MSTR, HIVE, RIOT, MARA, GLXY.

GrossFleshSack

Bought an SPX put at 641 when wti started cranking up, but I saw Brent wasn't going up and thought maybe the market would stop caring so much about oil going up a bit, market kept talking everytime oil went up so I bought the put, but it wasn't happening as fast as it should and I just had a feeling. Sold the put for 10$ more than I bought it for. Then the market pumped and I made a couple 50-100% returns on some crypto equity options I was holding after the big drop yesterday (BMNR, SBET, RIOT). Glad i listened to my gut and sold that put.

Euler007

RIOT, you mean the biotech company that rotated to crypto and now AI to extract money from imbeciles?

GrossFleshSack

SPY showing resilience at 636, RIOT dump was a huge overreaction today, buy 12.5 calls for end of next week if you want a good play. Id be buying more if I could. If oil starts to spike gotta get out though

GrossFleshSack

RIOT looking like a great buy right now

GrossFleshSack

RIOT big green dildo for what?? I don't know I bought puts though.

Intelligent-Dig-4082

I think there will only be a few winners in this sector 5+ years out. But, for now I really like RIOT which i expect to 100% by EOY

CasinoAnd69Manager

Buy RIOT CLSK MARA BITF HIVE... 🌽 Corn going up and data center combo will rocket 🚀 these further

newmoneyking

So RIOT just gonna sit flat as if my calls don’t matter.

No_Bar7510

RIOT is gon pump like MARA

Noob_Cheater

RIOT puts or calls?

Harp-Note

I don't know, but that's my worry. Also I did see an article where Starboard sent a letter to RIOT to do the same (and they're also a major partner too). Might go 50/50 and see how it goes.

Bigb4nman

All of these BTC miners are actively working to pivot from BTC into using their infrastructure/land on dat centers. RIOT is making the same pivot and I expect the market will react the same way it did when CIFR/WULF and MARA. All of these BTC are essentially tied to bitcoin so their earnings are pretty much locked so there will be no surprise for RIOT, nor  was it a surprise for the aforementioned companies. A strategic decision to transition into a more data center focus rather than risky volatile BTC will make Wall Street want to invest more into them. Riot has already signaled that it is moving with the times and I expect that to be emphasized in the earnings call. Based on that it should have similar gains as everybody else in that sector that is similarly sized. So that's basically what my thesis is and it could be wrong but seems like a good play. 

Harp-Note

Thoughts on RIOT? I was thinking puts but given the performance of MARA, I have doubts.

GetDeepSignal

Can you do one help and add my Substack to the list. I’m pretty sure I’ll be in top 3 because some of them blew up recently: NBIS, RKT, XYZ. RIOT, LUNR(about to blew). May be if you track my Reddit, it’ll be even better. I posted about NBIS around 40’s(though I got in at 20’s, didn’t had Substack during that time lol). Link: https://substack.com/@getdeepsignal?r=57i6ns&utm_medium=ios&utm_source=profile&shareImageVariant=image

Positive_Low_2282

That IV/HV discrepancy on $RIOT is definitely unusual, especially for a **high-beta (2.02)** stock like a BTC miner. Typically, Implied Volatility (IV) ramps up significantly before earnings to reflect uncertainty.

Bigb4nman

Thank you for writing this out. I completely neglected the recent volatility of BTC.  My thesis is that RIOT will pivot to a data center emphasis because that's what all of its peers in the same sector have been doing.  The IV and HV disparity makes perfect sense now tho. 

VolatilityBongo

good question and i think you're looking at this through the right lens but missing one key piece of context. RIOT is a BTC miner. the earnings report itself is almost redundant information for a company like this because everyone already knows what bitcoin did last quarter. the hash rate is public. production numbers are estimable. energy costs are roughly trackable. there's very little "surprise" that an earnings call can deliver for a miner the way it can for, say, a SaaS company announcing new subscriber numbers nobody expected. the market is essentially saying "we already know what bitcoin did, so what exactly is the earnings call going to tell us that changes the thesis?" and that's why IV is sitting at the 41st percentile of its own range, not because 94% is objectively low, but because RIOT has seen 200%+ IV during genuine BTC regime changes and the market doesn't think this earnings is that kind of event. the HV running 110-120% is reflecting realized moves driven by bitcoin's price action, not by RIOT-specific catalysts. that's an important distinction. HV is backward looking and capturing every BTC swing that dragged RIOT with it. IV is forward looking and asking "what's the NEXT move", and if BTC is range-bound or trending cleanly into this earnings, the options market is pricing continuation rather than disruption. the real vol catalyst for RIOT has never been earnings. it's bitcoin breaking a level. if BTC rips or dumps 10% the week after earnings, RIOT will move 20% and that won't have anything to do with what the CEO said on the call. the other thing to consider is that market makers aren't stupid. they know retail sees "earnings + high beta + BTC miner" and wants to buy premium. if anything, the 41st percentile IV rank might be telling you that the smart money already priced in a muted reaction and is waiting to sell vol to anyone chasing the earnings lotto. if you think the market is wrong and this earnings actually matters, maybe there's a strategic pivot, acquisition, reserve policy change, then the vol is cheap and you have an edge. but if your thesis is just "high beta stock should have high IV before earnings" without a specific catalyst the market is missing, you might just be paying 94% IV for a move the market correctly expects to be a nothingburger. the play here, if you're convicted, isn't buying naked calls or puts at 94% IV hoping for a blowout. it's looking at whether post-earnings IV crush drops you to 60-70% and structuring around that, maybe a spread that benefits from the move but limits your vega exposure, or waiting for the earnings to pass and positioning on the BTC catalyst that actually drives this stock. don't pay for an earthquake when the market is pricing a tremor unless you know something specific about why the ground is about to crack 🥁📈

Competitive-Ad4708

Which is why I'm betting on RIOT next week.

jda823

Why hasn't RIOT or HUT taken as big of a hit the last month as MSTR, MARA, or COIN? Is it because they mine?

HuntersMoon19

Corn needs to go up 10% so my IREN and RIOT calls go up 100%.

Plus_Item_6465

My Stock Portfolio: NBIS MVST HAL BLK AVGO MU META RIOT MSTR

FunGi35x

RIOT. As United States citizens the Constitution says it is our responsibility to tear down a government that no longer serves its people. It's nobody else's responsibility but the citizens. It's our responsibility. We have to stop the most powerful military system from the inside as we are ita working Gears of its system

unknownnoname2424

RIOT is the next IREN. Load up. AMD contract was just the first more to come...

Awuza

!Banbet RIOT +6% 3 days

AccomplishedBrain309

Bitcoin cost more to mine than its worth. Unless your using hydro and data centers have driven up those prices also. Look at (RIOT) Lease with AMD. So down is likley to continue.

HuntersMoon19

Well now holding IREN and RIOT seems like I'm actually smart.

Eastern-Joke-7537

What about RIOT?

DefiantDelta

imagine not having short positions on MSTR BMNR RIOT and ABTC, couldn't be me

mrksmb

I like AAL and OSCR at current prices. RIOT can also be good on a pullback.

One_Investigator_268

To answer OP’s question judging by the pictures your options were RIOT and RKT. You’re welcome

Street-Brush8415

Going to Boston to drown my sorrows after RIOT fucked me today. How does every stock I sell calls on surge on the day of expiration but if I buy calls they don’t do shit?

Rock_or_Rol

Made a fuck ton on MSTR calls and MSTX commons from last week and earlier this week before the pump then put half of that in RIOX (2x RIOT) right before the AMD deal, thinking I’d just ride the BTC beta. Doubled down on SMCI calls after the dip too. Doubled down on Thursday IBIT calls on the dip today too. Lost a little on MSTR and APLD breakout calls today and QQQ 0DTEs, but I’ve had far too much good luck for the universe to abide by. You might want to sell everything.

ExcellentProcedure94

Hold RIOT and IBRX through the weekend? 😮‍💨

Feisty-Basis7903

huge news for RIOT. If I had some spare cash, I think throw some in

ExcellentProcedure94

Still a RIOT going on! Lol

unknownnoname2424

RIOT got AMD deal for HPC AI data center... Should be $30+ by end of month

unknownnoname2424

Told regards to buy overnight RIOT CLSK MARA BITF HIVE and RIOT is 12%... Still has room to jump with AMD AI HPC contract. Easy $30+ by end of month potentially.

FuckingJPMAlgos

Same thing applies to RIOT and MARA too, they are BTC pure plays too.

ExcellentProcedure94

Let’s RIOT 😤

FuckingJPMAlgos

RIOT up 12%, MARA up 5%, MSTR down 1%. Can somebody make sense of this bullshit?

robotvsbadger

RIOT is going nuts premarket

unknownnoname2424

HIVE CLSK RIOT MARA BITF iBit will be going to the moon soon 🚀🚀🚀🚀

Open-Pollution4619

RIOT

segreit

$RIOT

WorstYugiohPlayer

All I'm praying for is RIOT to drop as close to 15 as life allows.

Eastern-Joke-7537

How do you play Bitcoin? Is BTC the main ticker/ETF to own? I picked up ONE share of RIOT again. I have previously missed EVERY move on that stock. 😂

unknownnoname2424

HIVE CLSK MARA BITF RIOT 🚀🚀🚀🚀 and SMCI... Yes baggie of SMCI but won't sell till $150

Klutzy_Emu2506

APLD and RIOT is the way, just buy and hold for 5 years

unknownnoname2424

Regards -> BBAI is the next palantir CRML is the next MP. HIVE CLSK MARA BITF RIOT is the next HUT8 Load up

unknownnoname2424

RIOT CLSK MARA BITF HIVE will 🚀🚀🚀 once a contract is announced or corn 🌽 blowout