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NEMOAKI
 · 英国  

$Riot Platforms(RIOT)$

September 25, 2025, Roth Capital analyst Darren Aftahi has reaffirmed their 'Buy' rating for Riot Platforms (RIOT). In a notable move, the price target has been raised from $17.50 to $42.00, which represents a significant increase of 140% in the valuation of the stock.

如此“耸人听闻”的依据在哪里? 他们说是1.7GW potentail pipeline of HPC facility 会在未来几年成真。

姑妄听之,观之,持之。毕竟去年7-8元介入的时候,鸦雀无声,无人看好,至今不知不觉中也有150%的升幅了。

1)资产端持有20,000BTC作为压舱石

2)最近几个月来每月高位出售当月产出BTC(50M/MONTH),足够CAPEX+HPC 准备 (不再ATM,不再稀释就是个好消息)

3)风险端的大赌注就是1.7GW的HPC,虽然现在还没影,万一起来了就又是几倍吧。

只要是10元以下低位介入的,我看不出有任何的风险,稳定持有,静待花开!