RIOT Riot Platforms Inc

$RIOT people can’t seem to understand This is Texas based data center and still doing 20% AI is not going anywhere but forward Yes regulatory landscape will change and companies will have to adapt We will see some DCs dust out. Management and execution matters most and those who survive will reap it all

$RIOT Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.01 down -96.15% YoY • Reported revenue of $181.43M up 0.67% YoY • Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

$RIOT Texas voted last night for a governor who wants to keep new data centers on hold. Riot answered this morning with a beat on both lines and a 15-year lease on its entire Corsicana campus. It's about the only name in the group trading green today, and it earned it. Revenue came in at $181 million against roughly $160 million expected, and Riot earned a penny a share when the Street was braced for a 32-cent loss. I wouldn't read much into the penny. It came from a $172 million gain on the bitcoin Riot was holding, and engineering work plus a $10 million fit-out reimbursement from AMD did a lot for the revenue line. Mining itself had a rough quarter. Bitcoin averaged about $71,000 against $114,000 a year ago, and mining revenue fell to $116 million. Including depreciation, Riot spent roughly $79,000 to produce a coin worth $71,000. That's the kind of math that makes being a landlord look pretty good. So Riot has been selling the thing it mines to pay for the thing it's becoming. It sold about 20,000 bitcoin this year for roughly $1.5 billion, paid off its $200 million Coinbase loan and has gotten this far without raising equity. Shareholders aren't getting diluted to fund the turn, and that's the part I like most. Corsicana is what that money is buying. Its gigawatt of power was approved long before Texas started putting new connections on hold, and the same frontier AI lab that signed at Rockdale in August has now taken the whole campus. That's 910 megawatts and about $28 billion over 15 years, with rent coming due phase by phase after delivery whether the tenant uses the capacity or not. Riot funds about $2 million per megawatt itself, expects project debt against the rent to cover the rest and puts the yield on cost around 33%. Add it up and Riot has about 1.15 gigawatts leased and $38 billion of contracted revenue across its two Texas campuses, with management expecting more than $2 billion a year in net operating income once it's all delivered. That's a lot of rent for a company most of the market still files under bitcoin miners. The big rent checks don't start until late 2027, so the next few quarters still lean on bitcoin. Both big leases sit with one tenant, the project financing still has to close, and the state's permit freeze hasn't lifted. I'd watch the permits and the debt terms more than the politics from here. This was a power story waiting on a signature, and it got one.

$RIOT Anyone know why RIOT looks so strong compared to other dater centers plays? Yuge volume today.

$RIOT This company shifted from iced tea to biotech to bitcoin mining to bitcoin treasury, to AI, to datacenter? Seems legit.

RIOT Stock Heads For Biggest Weekly Gain In 5 Months After Signing Its Largest-Ever AI Data Center Lease $RIOT $CIFR $IREN $BLOK https://stocktwits.com/news/equity/markets/riot-stock-heads-for-biggest-weekly-gain-in-5-months-after-signing-its-largest-ever-ai-data-center-lease/cNGLixuR93Y

$RIOT “Today, we are excited to announce the largest lease in Riot’s history: a 15-year triple-net powered land lease with a leading Frontier AI Lab for the entirety of our Corsicana campus, representing 910 megawatts of critical IT capacity and approximately $28 billion of contracted revenue over the initial term,” said Jason Les, CEO of Riot. “Together with our AMD contract and the lease signed with the same Frontier AI Lab at Rockdale earlier this year, Riot has contracted 1,151 megawatts and approximately $38 billion of data center revenue, which we expect will generate more than $2 billion of average annual net operating income at full deployment, firmly establishing Riot as a leading developer of large-scale digital infrastructure."

$RIOT Riot’s announced power portfolio is 2.0 GW, compared with the roughly 4.8 GW potential figure cited for MARA—so MARA’s headline potential is about 2.4 times Riot’s (a 2.8 GW difference)..

$RIOT I like Riot but out after this pump ends. Blue Texas wil not be good for Riot. It’s already giving up gains

$RIOT Prior to this Q3 2026 announcement, Riot Platforms had roughly $9.8 billion in long-term contracted data center revenue. This single new 15-year contract at the Corsicana campus adds $28 billion, nearly quadrupling their backlog to a new total of $38 billion.

$RIOT Some Highligts: 1.- Corsicana: a $28 billion contract 2.- $38 billion in total contracts 3.- Corsicana features an exceptional financial structure: a.- $130/kW/month base rent. b.- Contractual annual increases of 3% following final delivery. c.- Projected operating yield on cost of nearly 33%. 4.- Building Corsicana costs approximately half as much per MW 5.- Multiple clients sought to secure the entire Corsicana site 6.- They achieved 20% greater computing capacity using the same grid connection 7.- Rockdale still offers 350–400 MW of additional opportunity 8.- Kentucky represents another potential expansion avenue 9.- RIOT holds 1.7 GW of approved electrical grid connections in Texas 10.- They plan to fund nearly $8 billion while aiming to avoid issuing new shares 11.- The Corsicana client may also participate in the financing 12.- Management projects $2.3 billion in annual rental revenue by 2029 13.- The engineering division grew 146% year-over-year

$RIOT a lot of states rejecting data centers so not sure how that will affect Riot especially in Texas with them rejecting pro data center politicians and Riot having 2 main campuses there.

$RIOT 🚨 $RIOT — MASSIVE DEAL: SIGNS 15-YEAR, 910-MW DATA CENTER LEASE WITH AI DEVELOPER WORTH APPROX. $28 BILLION, MARKING MAJOR EXPANSION INTO AI INFRASTRUCTURE

$RIOT Riot signed a 15-year lease covering 910 MW at its Corsicana campus in Texas, with an unnamed AI lab agreeing to pay about $28 billion over the initial term.

$RIOT The Pivot to AI Data Centers: Riot has signed massive multi-billion-dollar compute and lease agreements—such as a 20-year, $9.1 billion deal with Anthropic and partnerships with AMD—to convert significant portions of its power infrastructure at campuses like Rockdale, Texas, into AI and high-performance computing (HPC) data centers.

$RIOT is trading sharply higher on contract win following a Globe Newswire release. Riot Platforms secured a $28 billion, 15-year data center lease with a Frontier AI Lab for its Corsicana campus, representing 910 MW of capacity. RTPR pushed this release out to users at 7:30:00 AM ET

$RIOT it doesn't. Riot is fully approved. Expecting a tenant announcement for Corsicana today

Riot secured 1,151 MW across three AI data center leases worth ~$38B in contracted revenue, with annual lease revenue guided to $2.3B by 2029. Bitcoin miners are becoming AI landlords. Power is the asset. $RIOT $NVDA

$RIOT All data centers are the same scam they were when BTC MINERS same pattern same dilutions same thieves!

$RIOT Nothing has changed...DATA CENTERS former BTC MINERS, all of them are a bunch of thieves, who have stolen mone from their investors by the constant ATM offerings, diluting investors stocks, tactic they used before, using the same pattern, and at the same time diverting good part of that offerings money to personal bank administrators acconunts and making big millionair increases to their personal wealth.