Core Insights - Riot Platforms, Inc. produced 450 Bitcoin in June 2025, marking a 12% decrease from May 2025 but a 76% increase year-over-year from June 2024 [1][2][3] Production Metrics - Bitcoin produced in June 2025: 450, down from 514 in May 2025, up from 255 in June 2024 [2] - Average Bitcoin produced per day: 15.0, down from 16.6 in May 2025, up from 8.5 in June 2024 [2] - Bitcoin held: 19,273, slightly up from 19,225 in May 2025, and significantly up from 9,334 in June 2024 [2] Sales and Financials - Bitcoin sold: 397, down from 500 in May 2025 [2] - Net proceeds from Bitcoin sales: $41.7 million, down 19% from $51.3 million in May 2025 [2] - Average net price per Bitcoin sold: $105,071, a 2% increase from $102,591 in May 2025 [2] Operational Efficiency - Total deployed hash rate: 35.5 EH/s, slightly up from 35.4 EH/s in May 2025, and up 62% from 22.0 EH/s in June 2024 [2] - Average operating hash rate: 29.8 EH/s, down from 31.5 EH/s in May 2025, but up 162% from 11.4 EH/s in June 2024 [2] - Fleet efficiency: 21.2 J/TH, unchanged from May 2025, but down 18% from 25.8 J/TH in June 2024 [2] Power and Credits - Total power credits: $5.6 million, up 141% from $2.3 million in May 2025 [2] - Demand response credits: $1.8 million, a 6% increase from $1.7 million in May 2025 [2] - All-in power cost: 3.4 cents/kWh, down 11% from 3.8 cents/kWh in May 2025 [2] Strategic Initiatives - The company is participating in ERCOT's Four Coincident Peak program, which enhances grid stability and improves competitive positioning [3] - Riot is actively recruiting for various positions to support its growth and operations [3]

Group 1: Hong Kong Stocks - Lehua Entertainment (02306) surged over 24% due to strong market performance of its toy IP "WUKUKU," with multiple new products setting sales records and the theme song exceeding 1 billion views [1] - United Energy Group (00467) rose over 7% after signing a 15-year production increase contract with Uzbekistan's UNG, involving 57.8 billion cubic meters of oil and gas production, with an initial investment of $100 million to expand into Central Asia [1] - Smoore International (06969) fell over 3% as shareholder Yiwei Lithium Energy plans to reduce its stake by 3.5% (216 million shares), resulting in a decrease of its holding to 27.23%, no longer being the controlling shareholder [1] - New World Development (00200) dropped over 5% after completing a "2 for 1" rights issue, issuing 758 million shares and raising HKD 771 million, with oversubscription of 13 times [1] - Fourth Paradigm (06682) increased over 7% after launching AI solutions for the manufacturing industry, covering production optimization to supply chain intelligence upgrades [1] - Shandong High-Tech Holdings (00412) rose over 4% as Zhongtai Securities highlighted significant synergy between its new energy and digital infrastructure, with a data center PUE value of 1.15, enhancing financial integration [1] - KANAT Optical (02276) increased over 4% due to an explosion in the smart glasses market (e-commerce transactions up 8 times), with Meta collaborating with Oakley to launch AI glasses, positioning the company with leading 3C enterprises [1] Group 2: Other Notable Stocks - Sipai Health (00314) rose over 7% after partnering with Anruijiaer to develop customized insurance, planning to sell 6 pharmacies for 5.89 million to focus on core medical insurance business [2] - SF Express (09699) increased over 5% after raising its delivery service revenue cap for 2025/26 to HKD 12.8 billion / HKD 20.5 billion, with demand growth exceeding expectations [2] - Liufu Group (00590) fell over 3% as it projected a 40% decline in profits for the 2025 fiscal year, primarily due to gold hedging losses and high base effects from acquisition gains [2] - Zhenjiu Lidu (06979) rose over 4% after announcing Yao Annan as the "Cultural Heritage Ambassador" for liquor, leveraging Huawei-related topics to boost brand visibility [2] - Ideal Auto-W (02015) dropped over 4% as Meituan's Wang Xing sold 5.73 million shares for HKD 600 million, reducing his stake to 20.61% [2] - Health Road (02587) surged over 7% as its liver disease AI management platform was selected for Beijing's digital medical verification program, supporting WHO's "2030 Hepatitis Elimination" goal [2] - Gilead Sciences-B (01672) rose over 5% after its psoriasis oral drug ASC50 completed the first dosing in Phase I clinical trials in the U.S., targeting the IL-17 pathway [2] - China Silver Group (00815) increased over 10% after partnering with Zefeng Gold to acquire a 55% stake in a lead-zinc exploration company, gaining exploration rights over 50.8 square kilometers in Tibet [2] Group 3: U.S. Stocks - Verve Therapeutics (VERV.US) skyrocketed over 80% as Eli Lilly prepares to acquire the gene-editing company for up to $1.3 billion, with $1 billion as an upfront payment and $300 million contingent on specific clinical milestones [4] - Solar energy stocks plummeted, with Sunrun (RUN.US) down over 40%, Solaredge Technologies (SEDG.US) down over 41%, and First Solar (FSLR.US) down over 22%, following a Republican proposal in the U.S. Senate to terminate wind and solar tax credits by 2028, raising concerns about the industry's outlook [4] - Reddit (RDDT.US) rose over 6% after launching the AI advertising tool Reddit Insights, enhancing ad targeting through real-time user trend analysis [4] - Bitcoin-related stocks fell, with CleanSpark (CLSK.US) down over 7% and Riot Platforms (RIOT.US) down over 5%, as Bitcoin prices dropped nearly 2% to $105,580 amid escalating tensions in the Middle East and high leverage positions in the derivatives market [4] - AMD (AMD.US) continued to rise 0.56% after officially launching the Zen5 architecture Ryzen Threadripper processors, covering the workstation and desktop markets, with a market share close to 50% in China for Q1, although there are concerns about its cost-performance ratio [5] - Brain Regen Technologies (RGC.US) surged over 30% after announcing a 38-for-1 stock split, coupled with FDA clinical trial approval news, although its actual business has no revenue and a very small float, indicating significant retail speculation [6] - Jabil (JBL.US) rose over 8%, reaching a new all-time high of $202.5, with Q3 revenue increasing 15% year-on-year to $7.83 billion, raising its full-year revenue forecast to $29 billion and planning a $500 million investment to support AI data center infrastructure [6] - Niu Technologies (NIU.US) increased over 11% after launching its new NX Play electric motorcycle on Douyin, integrating a smart riding system to enhance user experience [6] - T-Mobile US (TMUS.US) fell nearly 4% as SoftBank sold 21.5 million shares at $224 each, a 3% discount, triggering market sell-off [6] - The pharmaceutical sector saw widespread declines, with Eli Lilly (LLY.US) down over 2% and Novo Nordisk (NVO.US) down over 3%, as concerns grew over the potential impact of the U.S. Senate tax bill on the industry, coupled with profit-taking ahead of some companies' earnings reports [6] - The gold sector declined, with Gold Fields (GFI.US) down over 2.1%, and spot gold fell 0.27% to $3,375.53, as easing tensions in the Middle East reduced safe-haven demand, alongside Citigroup's bearish long-term gold price forecast [7]

Company Performance - Riot Platforms, Inc. closed at $10.11, reflecting a +2.64% change from the previous session, outperforming the S&P 500's daily gain of 0.09% [1] - The stock has increased by 16.16% over the past month, surpassing the Finance sector's gain of 5.44% and the S&P 500's gain of 7.21% [1] Upcoming Earnings - The company is expected to report an EPS of -$0.26, which is an improvement of 18.75% from the prior-year quarter [2] - Revenue is projected to be $142.25 million, representing a significant increase of 103.15% from the prior-year quarter [2] Full Year Projections - For the full year, earnings are projected at -$1.53 per share, indicating a decline of 550% from the prior year [3] - Revenue for the full year is estimated at $623.25 million, reflecting a growth of 65.47% from the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Riot Platforms, Inc. are crucial as they indicate changing business trends [4] - Upward revisions in estimates suggest analysts' positive outlook on the company's operations and profit generation capabilities [4] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Riot Platforms, Inc. at 5 (Strong Sell) [6] - Over the past month, the Zacks Consensus EPS estimate has decreased by 0.52% [6] - The Financial - Miscellaneous Services industry, part of the Finance sector, holds a Zacks Industry Rank of 141, placing it in the bottom 43% of all industries [7]

Core Viewpoint - Riot Platforms, Inc. has appointed Jonathan Gibbs as Chief Data Center Officer to spearhead the development of a new data center platform aimed at expanding the company's operations beyond Bitcoin mining and enhancing revenue diversification [1][2][3] Company Strategy - The new data center platform is part of Riot's strategy to maximize asset value by developing non-Bitcoin-related data centers, which will diversify revenue streams and strengthen contracts with leading technology firms [2] - This initiative builds on Riot's vertically-integrated strategy that leverages Bitcoin mining to create value across its land and power portfolio, positioning the company to benefit from the increasing demand for digital infrastructure driven by cloud computing and AI [2] Leadership and Expertise - Jonathan Gibbs brings over 15 years of experience in designing and building large-scale data centers, having overseen projects totaling more than one gigawatt of capacity and representing over $17 billion in investment [3] - His previous role as Executive Vice President of Product Delivery at Prime Data Centers involved leading the design and construction of data centers across the United States [3] Market Positioning - Riot has a pipeline of over 1.7 gigawatts of power available, strategically located near major markets, which positions the company to effectively meet the strong demand for high-performance computing [4]

Core Viewpoint - OpenAI's ChatGPT has identified two stocks, Riot Platforms and AppLovin, as potential candidates for turning $100 into $1,000 by 2026, despite the high-risk nature of such investments [1] Group 1: Riot Platforms (NASDAQ: RIOT) - Riot Platforms is a leading Bitcoin mining company that is aggressively expanding its mining capacity with a goal to increase its hash rate by the end of 2025 [2] - The stock price of Riot Platforms is highly sensitive to Bitcoin's price movements, which can lead to significant gains if Bitcoin surges [3] - As of the latest trading session, RIOT was priced at $8.55, reflecting a 4% decline for the day and an 18% drop year-to-date [3] Group 2: AppLovin Corporation (NASDAQ: APP) - AppLovin specializes in marketing and monetization solutions for mobile applications and has received a consensus "Strong Buy" rating from analysts [5] - The company reported earnings of $1.67 per share, exceeding expectations of $1.45, and generated $1.48 billion in revenue, surpassing the $1.38 billion estimate [6] - AppLovin's stock was trading at $354, up 0.8%, with a year-to-date gain of over 3% [7]

Group 1: Company Performance - NetEase-S (09999) saw a significant increase of 10.89% in stock price after reporting Q1 2025 net revenue of RMB 28.8285 billion, a year-on-year increase of 7.4%, and gross profit of RMB 18.5 billion, up 8.6% [1] - H&H International Holdings (01112) rose over 8% as the market speculated on the ergotamine concept, with its Swisse brand showing strong performance in high-growth segments [2] - China Gold International (02099) experienced a stock price increase of over 5% after reporting a 351% rise in Q1 revenue to USD 273 million [2] Group 2: Clinical and Pharmaceutical Developments - Shandong Xinhua Pharmaceutical (00719) surged over 14% as COVID-19 infections showed an upward trend, with the company preparing for Phase II clinical trials of OAB-14 [1] - Innovent Biologics (01801) rose nearly 3% after announcing the completion of the first patient dosing in the Phase III clinical study of Ma Shidu peptide for obesity [1] - Kangxi Biologics (06185) increased over 3% after receiving approval from the Indonesian drug regulatory authority for its inhaled tuberculosis vaccine clinical trial [1] Group 3: Market Trends and Reactions - The Nasdaq Golden Dragon China Index fell over 2%, with notable declines in popular Chinese stocks such as Tiger Brokers (TIGR.US) down over 8% and Beike (BEKE.US) down over 5% [3] - UnitedHealth Group (UNH.US) experienced a significant drop of over 15% following reports of a U.S. Department of Justice investigation into potential insurance fraud [3] - Bitcoin-related stocks declined, with CleanSpark (CLSK.US) down nearly 6% and Coinbase (COIN.US) down over 7%, as Bitcoin itself fell over 1.5% [3]

| | | | | | | Comparison (%) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Metric | April 2025 1 | March 2025 1April 2024 | | | | Month/Month | | Year/Year | | Bitcoin Produced | 463 | 533 | 375 | -13 | | % | 23 | % | | Average Bitcoin Produced per Day | 15.4 | 17.2 | 12.5 | -10 | | % | 23 | % | | Bitcoin Held 2 | 19,2113 | 19,223 | 8,872 | 0 % | | | 117 | % | | Bitcoin Sold | 475 | - | - | N/A | | | N/A | | | Bitcoin Sales - Net Proceeds | $38.8 million | - | - | N/A | | | N/A | | | Avera ...

Core Viewpoint - Needham analyst John Todaro maintains a Buy rating on Riot Platforms, Inc. but has lowered the price forecast from $13.50 to $12 following the company's first quarter results, which showed significant revenue growth primarily from Bitcoin mining [1][5]. Financial Performance - Riot Platforms reported total revenue of $79.3 million in the first quarter, an increase driven by a $71.5 million rise in Bitcoin mining revenue [1]. - The company produced 1,530 Bitcoin in the first quarter, up from 1,364 Bitcoin in the same quarter of the previous year [2]. - The average cost to mine Bitcoin was $43,808 during the quarter [2]. Investment Thesis - The analyst is optimistic about Riot Platforms for several reasons: - The company has high-performance computing (HPC) opportunities in 2026 with a potential capacity of 600MW at its Corsicana site [3]. - Riot is a low-cost Bitcoin producer, with power costs below four cents per kilowatt-hour [4]. - The company maintains a clean balance sheet with no corporate debt and holds one of the largest cash and Bitcoin positions among publicly traded mining firms [4]. - The stock is currently trading at a discount compared to peers, which is expected to change as HPC becomes a more significant growth driver [5]. Future Outlook - The price forecast was adjusted based on a multiple of 13 times the firm's estimated EV/EBITDA for 2026 [5]. - The resolution of litigation with Rhodium is expected to ease SG&A expenses and free up an additional 125MW of capacity [5]. - Although Riot has not yet secured a letter of intent with HPC tenants, there is optimism regarding the potential at the Corsicana site due to infrastructure upgrades and management's commitment to developing a full-stack, built-to-suit data center [6].

Company Overview - Riot Platforms, a Bitcoin mining company, reported its first quarter earnings, but the stock's reaction has been muted, indicating a potential disconnect from Bitcoin's price movements [2]. Market Reaction - The stock of Riot Platforms has somewhat decoupled from Bitcoin's price, which is unusual given the company's direct involvement in Bitcoin mining [2]. Analyst Insights - The analysis emphasizes the importance of combining technical and fundamental analysis to identify potential growth stocks early in their cycles, which is a focus area for the investment group Timely Trader [3].

Core Insights - Riot Platforms, Inc. reported a revenue of $161.39 million for Q1 2025, marking a year-over-year increase of 103.5% [1] - The company's EPS for the same period was -$0.90, a decline from $0.81 a year ago, indicating a significant EPS surprise of -260.00% compared to the consensus estimate of -$0.25 [1] Revenue Breakdown - Bitcoin mined was reported at 1,530, matching the average estimate from two analysts [4] - Revenue from Bitcoin mining reached $142.90 million, exceeding the six-analyst average estimate of $139.35 million, with a year-over-year increase of 91.6% [4] - Engineering revenue was reported at $13.90 million, below the six-analyst average estimate of $16.57 million, but still reflecting a year-over-year increase of 195.7% [4] - Other revenue amounted to $4.60 million, slightly below the four-analyst average estimate of $5.11 million, yet showing a remarkable year-over-year increase of 19066.7% [4] Stock Performance - Over the past month, shares of Riot Platforms, Inc. have returned -9.7%, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]