About this episode
We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measured pivot into AI and HPC data centers. The result is a strategy that values optionality, speed to market, and durable margins.
• operational delivery improvements and top-tier efficiency
• demand response credits and lower all-in power costs
• engineering division as revenue and uptime advantage
• Corsicana and Rockdale gigawatt-scale power access
• Kentucky site expansion potential
• realistic halving math and mining margin pressure
• capital reserves, HODL strategy, and financing options
• disciplined HPC roadmap, shell-and-core build, hiring
• tenant quality, deal structure, and speed to market
Get your Miner Madness 5.0 picks in: head over to powermininganalysis.com, under the News drop down, sign up to the newsletter to receive the registration form!
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