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bitcoin-miner-ai-pivot theme · 3 dossiers

Dossiers in the bitcoin-miner-ai-pivot theme cluster — 3 names moving on shared catalysts.

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RIOT

Riot Platforms, Inc.

MEDIUM

Legacy bitcoin miner re-rating into AI-datacenter landlord: AMD Rockdale lease contracted at 50MW/10yr/$311M, Q1 2026 booked $33.2M data-center revenue inside $167.22M total. Theme ACCELERATING and cluster-confirmed (IREN/Hut 8/TeraWulf),…

Special situation gpu-cloud-neoclouds bitcoin-miner-ai-pivot
catalyst · →

KEEL

Keel Infrastructure Corp.

LOW

Bitfarms-reborn BTC-miner→AI-datacenter pivot (rebranded 2026-04-06). Re-rate still hinges on signing the first HPC/AI lease none signed. The upsized $400M convert (priced 06-05, ~$7.41 strike) confirmed the funding gap; stock rolled from…

Special situation ai-datacenter-power bitcoin-miner-ai-pivot
catalyst · →

MARA

MARA Holdings, Inc.

LOW

Bitcoin-miner-to-AI/HPC pivot, but the diversification bounce just round-tripped: MARA gave back the entire $12.44→$15.29 May rally and closed ~$12.32 (2026-06-05, -11.7%) on a Q1 double-miss while BTC broke $62K. No accelerating leg…

Special situation bitcoin-mining bitcoin-miner-ai-pivot
catalyst · →