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 marketGet 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!Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

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