$RIOT · 海外大V持仓追踪

$RIOT 现在是什么情况？

最近有人说了 $RIOT 什么？

下面是最近 8 条提及 $RIOT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-08-11中性原文
  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.
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• 2026-08-11中性原文
  @lichunhong1204 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.
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• 2026-03-19中性原文
  $SIVE / $SIVEF and $IQE. Sivers makes laser arrays and cw dfb lasers for cpo/silicon photonics. And is embedded into hyperscaler supply chains like $AMZN and $MSFT clusters as the light source from captive models like $MRVL celestial from $POET and merchant models from Ayar. Then they’re up capacity through win qualification, so they don’t burn as much capex scaling in house. $IQE is InP epiwafer and refactoring reactors from legacy drag to photonic supply chains. They’re already a known $LITE supplier and the other biggest one is Landmark sitting around ~$4B (with less latent capacity). This is basically the equivalent of $IREN or $RIOT turning their Bitcoin miners into HPC, but for photonics. There’s a decent amount of debt, but this is more of a guess that their Taiwan sales will go through and management will pivot toward InP production for rerating. So those two are my favorites right now
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• 2026-03-10中性原文
  @jorge_r006 $RIOT, $WULF, $NBIS look structurally in better positions than $CRWV and $IREN are. Hence why the latter two serve as better hedges in sector declines. That being said, just floating this trade idea out after doing more research, I haven't taken any positions yet.
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• 2026-03-10中性原文
  Messed up my original $RIOT YTD calculations so ended up deleting my post. But, it was a 3-6M short term trade idea capitalizing off $IREN ATM on existing shareholders. I do think $IREN performs well long term if they manage to fill up the ATM since it's much better than debt interest that $CRWV does. But it's at the cost of current holders. The better way to go long with $IREN is to wait until existing shareholders get diluted first then go long after. That being said, I don't think $IREN will outperform all three in 2027.
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• 2026-01-17中性原文
  Breaking: Elon Musk has sued OpenAI for $134 Billion. Prediction markets have priced the odds of Elon winning at 59% as of today. This may be alarming. If OpenAI loses this: Markets may trigger a contagion across the AI ecosystem tied to OpenAI. $AMD or $CRWV and companies like $ORCL (Stargate) to $MSFT are massive losers as they're heavily levered to OpenAI. Then there's third order effects on companies as $APLD and $CORZ involved to Coreweave. Same goes with $AMD partners, such as $RIOT. For example: 1. Microsoft / Oracle -> Write down billions in investment, buildout + GPU utilization lag would cost billions 2. CoreWeave -> Massive risk to backlog revenue, utilization lag + already at risk due to massive debt interest 3. APLD / CORZ -> Depend on Coreweave for revenue, if the tenant goes down, so does their near term revenue. If OpenAI are forced to pay massive damages, return to a strict non-profit status, or declare bankruptcy due to liquidity crises (and cannot fulfill its contractual obligations): This might trigger a contagion event across many AI sector names tied to OpenAI. Of course this is the worst case scenario. My expectation is middle ground: -> Musk wins the trial (or forces a settlement just before the verdict). -> OpenAI is forced to pay a massive fine (e.g., $10B–$20B) and possibly open-source its older models -> $MSFT likely steps in to pay the fine or restructure the debt since there's too much at stake. Or in the 41% chance Musk loses: nothing happens, and companies tied to OpenAI will be fine. However it looks markets already priced in a lot of that uncertainty with OpenAI contagion risk with Oracle ($330 -> $195) and Coreweave ($150 -> $101). This lawsuit is definitely one of the biggest events markets are watching.
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• 2025-10-27看多
  Neocloud 论点经受住了时间考验。 1 个月后： $CRWV 120.34 → 135.64 (+12.7%) $NBIS 107.70 → 126.49 (+17.5%) $WULF 10.63 → 13.69 (+28.8%) $IREN 41.68 → 64.69 (+55.2%) $CIFR 11.47 → 20.70 (+80.4%) $BITF 2.54 → 4.51 (+77.6%) $WYFI 22.83 → 36.52 (+59.9%) $GRRR 19.90 → 16.95 (−14.8%) $SLNH 2.75 → 2.81 (+2.2%) $RIOT 17.69 → 23.01 (+30.1%) $MARA 16.13 → 19.61 (+21.6%) $CLSK 12.96 → 20.21 (+56.0%) $HUT 33.16 → 49.95 (+50.6%) 这只是史上最大规模 AI 数据中心建设潮的开端，finx 上的每个人现在仍然处于早期。 我整体上非常看好 Neocloud 板块，但个人更集中配置 $NBIS，因为它具备最高的不对称回报潜力。
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• 2025-09-27看多
  NeoCloud 论点：超大规模云厂商资本开支漏斗 为什么我把 $1.5M+ 投入 Neoclouds，以及为什么这可能带来 200-300%+ 的回报。 🔹 分类 Mag7 合同：$CRWV, $NBIS ✅, $WULF, $CIFR ✅ 拥有算力：$IREN ✅, $BITF 投机型：$WYFI, $GRRR ✅, $SLNH 转向 HPC 的矿企：$RIOT, $MARA, $CLSK, $HUT 论点： Mag7 的 AI 算力紧张，这是 $NVDA 有意造成的。 通常流经 AWS、MSFT Azure、Google Cloud 用于传统计算的数万亿资本开支，现在会在它们无法承接来自 Anthropic、OpenAI、Gemini 等的新 AI 负载时，流入 NeoClouds。 这是十年一遇的机会，类似于 GPU 军备竞赛让 $NVDA 成为 $4T 公司；这次赌的是未来 5-10 年谁来为 AWS/Azure/等提供基础设施动力。 NBIS（来自 MSFT 的 17B）、CIFR / WULF（来自 GOOGL 的 3B）、CRWV（由 NVDA 提供支持）都在以数百个百分点扩张（NBIS 从季度收入 150M 增长到可能 1.5B+），毛利率达 60-80%。 这种收入增长在历史上几乎闻所未闻。主要原因是最富有的超大规模云厂商正在把资本开支导入小公司。 NVDA / TSM（2022->）：为超大规模云厂商提供 GPU CRDO / ALAB（2024 ->）：赢得超大规模云厂商订单 -> 抛物线式增长。 NBIS/CIFR/IREN/等（2025 - ）AWS/Azure/等 -> 来自 AI 算力的抛物线式增长 这就是你获得数百 % 回报的方式，而不是在 Paypal 上做价值投资。顺势搭乘下一代公司。 所以空头论点通常围绕 - 执行风险（以前更具投机性，现在像 NBIS 这样的公司已有 4B+ 可用于执行） 人们总能担心执行问题，但 Microsoft 或 Google 不会在没有自己尽调的情况下签下如此大规模的 5-10 年合同。 - 高利率（主要说的就是你 CRWV），这就是为什么 NBIS、CIFR 和其他公司有潜在惊人回报。 $NBIS 获得了 4B+ 融资，价格在每股 $138+（而现在是 $107）。$CIFR 获得融资，价格在每股 $16+，而现在是 $11。高于当前股价的融资是看涨信号。 - GPU 折旧（合理担忧，但它几乎像石油，即使旧型号也保值，并仍能带来权益价值）。 - 估值（我仍认为我们才刚开始。如果 NBIS 明年收入扩张到 6B、毛利率 75%，26B 市值极其小。） - NVDA 可能推出自己的 GPU-as-a-service 并直接竞争。目前这些 Neoclouds 是 NVDA 防止算力集中到 Azure/AWS/等的答案。 - 超大规模云厂商自研芯片，如 TPU、Trainium。但可能还要很多年，因为他们仍在苦求 NVDA 算力，并签下了 5Y-10Y 合同。 无论如何，这些像 Nebius 这样的 neoclouds 相对于远期收入/毛利率来说真的被低估了。 我们仍然非常早期。确保像搭乘 Trump 当选时的 Crypto/TSLA，或 OpenAI 发布时的 NVDA 一样，搭上 Neocloud 浪潮。 当然，这高度投机，我不会 YOLO 满仓买 calls，但从风险回报看，这些 5-20B 的小型 neoclouds 为 Google/MSFT/等、也就是 Mag7 的现金奶牛，提供 AI 工作负载动力，是值得的。（交易时间周期：8m - 1 year。） 这是 2025-2026 年最好的单一非对称 AI 基础设施交易。
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