RIOT
2Bull0Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
RIOT is net bullish (2 bull · 0 bear)
RIOT could gain attention from a ~$455M annual revenue deal and the 2028 Bitcoin halving event.
Last spoke: 08/11/2026, 01:35 · conviction 4/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- I’m just posting about stuff I find interesting, and some signals thematically in terms of revenue inflection points. I don’t own $RIOT myself and can’t give buy recommendations, so in the end up to you. They did contract roughly ~$455M annual revenue from that deal, and a second catalyst to think about might be the 2028 Bitcoin. So some of these names with dual exposure might get a lot of attention H1 2028.
- Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y. $AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant) In terms of timelines, seem like most of the Colo basket have their revenue inflections hit H2 2027? (Eg. Riot Anthropic deal targets Dec 2027 for first 96 MW, AMD full 50 MW - May 2027) It’s cute to see all the former miners like $IREN and co. grow up.
Ongoing takes on other optical names too
Beyond RIOT, his viewpoint library also covers: