Huge RIOT Deal & Earnings, IREN Sweetwater 2 Update, Latest WYFI News & KEEL Price Targets!

We break down why AI data center contracts are starting to matter more than day to day Bitcoin price action for the best miners. We go deep on Riot Platforms earnings, the Anthropic lease, and what a full Corsicana deal could mean for valuation and future catalysts. 

• Bitcoin pulling back while miner stocks hold up better than expected 
• Volatility, weak mining revenues, and why “green shoots” matter in earnings season 
• ERCOT and Texas grid approvals as a filter for serious builders 
• UK proposal for a refundable data center commitment fee per megawatt 
• Riot revenue mix shifting with early data center revenue from AMD 
• Riot’s cost to mine breakdown, power credits, and the PPA advantage 
• Anthropic long term lease details and timelines at Rockdale 
• Corsicana LOI discussion and why power ready sites attract top AI labs 
• Financing approach including liquidity, recycled cash flows, and Morgan Stanley facility 
• ESS Metron engineering division as a speed and cost moat 
• Wall Street price targets and how analysts frame upside scenarios 
• WhiteFiber brownfield retrofits as a faster path to AI campuses 
• IREN’s NVIDIA GB300 designation and Sweetwater site progress 
• Keel price targets without a signed deal and what negotiations signal 

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