Riot Platforms appears to be shifting toward compute and services rather than pure bitcoin mining, backed by improving financials. A major AI infrastructure investment signals confidence in compute-intensive workloads, and an expanding AMD partnership points to sustained demand for high-performance AI processors; together they suggest the shift. x.com 

Power scarcity and specialized technology could help these six under-$30 stocks create generational wealth over the next decade. MARA is buying a gas plant; IREN has over 5 GW secured for AI growth. Oklo aims to turn spent fuel into reactor supply, while Nano Nuclear's portable microreactors could reach remote sites if they work. Rigetti builds quantum chips in-house and has a $100 million Commerce Department letter of intent. Navitas makes chips that reduce power waste in AI data centers. x.com  … Show more

CleanSpark is held back by its bitcoin mining identity: the market gives miners about a tenth of the upside potential, and the profitability gap plus added uncertainty is hard to justify. A complete pivot away from bitcoin would likely send the stock instantly higher, even though bitcoin is in the company's DNA. x.com 

High interest rates curb leveraged Bitcoin speculation while new investment opportunities compete for limited capital. AI companies are taking on heavy debt, SpaceX recently went public and Anthropic is preparing an IPO; many beaten-down AI stocks may offer a better chance of doubling than Bitcoin. With Bitcoin below $80,000, $70,000 is more likely than $90,000 from here. x.com 

Investors will inevitably seek the strongest trends, value and opportunities as the speculative AI trade bursts, making that shift incredibly bullish for Bitcoin. x.com 

MARA is finally selling its bitcoin reserves, which is the right move, but still needs to leave bitcoin mining, a failing business model. Per Lookonchain, MARA sold 23,093 BTC in the first half of 2026 and still holds 35,577. With the hashprice index at all-time lows, this is one of the most inefficient periods to mine in history. Using sale proceeds to pivot to AI/HPC could make MARA a really good opportunity in the coming weeks and months, if management has finally woken up. x.com 

These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

Bitcoin miners own the scarce asset AI data centers need, grid power, yet their stocks haven't caught up. New US grid connections take 5–7 years, so miners are converting sites into powered shells leased to hyperscalers on 15–25 year fixed-price contracts. Morgan Stanley estimates these return 15–19% a year and create about $15.50 of value per watt, versus market values of $2–4.50 per watt. Analyst targets imply upside of 259% for TeraWulf, 124% for Hut 8, 82% for Cipher and 51% for Riot. x.com 

Riot Platforms has needlessly burned more investor capital than almost any bitcoin miner this cycle. It pursued a failed Bitfarms takeover, paid exorbitant executive compensation and bought $500M of bitcoin at $98k in December 2024 only to sell it between $60k and $70k. Per the quoted post, Riot sold 9,665 BTC in the first half of 2026 at an average price of $75,785. x.com  x.com 

AI, retail, healthcare and crypto exposure could make these 12 monster buys now. IREN builds AI cloud; Walmart grows ads and e-commerce; Netflix adds streaming ads; IonQ builds quantum computers and buys networking firms; Hims & Hers sells care direct; Coinbase earns from custody and stablecoins; Nvidia's CUDA locks in developers; Oscar targets self-insured customers; CoreWeave rents GPUs; Lumentum supplies AI optics; Block spans payments; Strategy holds bitcoin. x.com  x.com  x.com  x.com  x.com  … Show more