Core Viewpoint - LM Funding America, Inc. has successfully energized its second BC40 Elite immersion cooled Foghashing unit, increasing its total hashrate to approximately 785 PH/s, reflecting the company's commitment to efficient Bitcoin mining operations [1][2]. Company Operations - The company operates as a Bitcoin treasury and mining firm, with a focus on cost-efficient growth in its mining operations [2][3]. - As of December 31, 2025, LM Funding holds 356.3 Bitcoin, valued at approximately $34.4 million, equating to about $1.60 per share based on a Bitcoin price of $96,500 as of January 14, 2026 [2][5]. Financial Performance - The company's share price was reported at $0.47 on January 14, 2026, indicating a significant difference between the Bitcoin value per share and the market price [2][5]. - The company operates with approximately 24 MW of powered capacity, achieving its highest energized and most efficient levels to date [2].

Group 1 - Bitfarms Ltd. announced the sale of its 70 MW Bitcoin mining site in Paraguay to Sympatheia Power Fund, marking its exit from Latin America [1][2] - The transaction is expected to close within 60 days, with Bitfarms receiving $9 million in cash and up to $21 million in milestone payments over the next 10 months [2][3] - This strategic move aligns with the company's initiative to focus on North America for higher returns in HPC/AI infrastructure, accelerating expected free cash flow from the sold site [2][3] Group 2 - Bitfarms Ltd. is recognized as a leading North American energy and digital infrastructure company, specializing in high-performance computing and Bitcoin mining [3]

Core Viewpoint - CleanSpark Inc. (NASDAQ:CLSK) is recognized as a promising long-term investment, particularly due to its strategic pivot towards AI data centers and its strong position in Bitcoin mining [1][2][3]. Group 1: Company Overview - CleanSpark operates as a Bitcoin mining company in the Americas, owning, leasing, and managing data centers and power assets [4]. - The company currently has approximately 50 EH/s of mining capacity in the US [1]. Group 2: Strategic Developments - Northland initiated coverage of CleanSpark with an Outperform rating and a price target of $22.50, emphasizing the company's diversification into HPC and AI data centers [1][3]. - Maxim Group also initiated coverage with a Buy rating and a price target of $22, highlighting CleanSpark's shift from Bitcoin mining to AI data centers to meet rising infrastructure demand [2]. - The company has acquired a 285MW site in Texas and secured approximately 1.5GW of contracted power by November 2025, providing a competitive edge over rivals facing approval delays [3].

Core Insights - Riot Platforms, Inc. is expanding into the data center space, aligning with the evolving demands of the digital age [1][3] - Cantor Fitzgerald has set a price target of $31 for Riot, indicating a potential upside of 64.63% from its current trading price of $18.83 [3] Strategic Moves - The company plans to acquire 200 acres of land for $96 million to expand its Rockdale data center, funded by selling 1,080 of its Bitcoin [2][3] - Riot has executed its first data center lease with Advanced Micro Devices (AMD) at the Rockdale site, with delivery expected to begin in January 2026 [2][3] Market Performance - Riot's stock has increased by 13.61%, trading at $18.82, with a daily fluctuation between $17.30 and $19.05 [4] - The company's market capitalization is approximately $7 billion, with a trading volume of 38.42 million shares [4] - Riot's data center portfolio has 1.7 gigawatts of fully approved power capacity, positioning it as a key player in the U.S. data center market [4]

Core Insights - Riot Platforms has made significant moves in the Bitcoin mining and data center sector, including a long-term lease with AMD and a land purchase in Rockdale, Texas, which highlights its AI ambitions [1][4]. Company Developments - Riot Platforms' stock increased by 16.05% to close at $19.23, following the announcement of a data center lease with AMD and a land acquisition [2]. - The company purchased 200 acres of land for $96 million, utilizing 1,080 of its Bitcoin holdings to finance the transaction [4]. - Riot has signed a 10-year data center lease with AMD, which includes a contract worth $311 million to provide up to 200 megawatts of IT load capacity [4]. Market Response - The trading volume for Riot Platforms reached 53.4 million shares, significantly above its three-month average of 19.7 million shares, indicating strong investor interest [2]. - Other companies in the Bitcoin mining sector, such as Mara Holdings and Hut 8, also saw stock increases, reflecting a positive market sentiment towards recent developments in the industry [3]. Future Potential - If AMD exercises all options in the contract, the total value could rise to approximately $1 billion, showcasing the potential for growth in Riot's data center hosting business [5].

Group 1: Tech Market Outlook - The tech bull market is expected to continue, with Nvidia's CEO Jensen Huang being recognized as a pivotal figure in the AI revolution, shifting focus from hardware to robotics and autonomous technology [1] - AI-related stocks have recently surged following strong earnings from Micron, indicating robust demand for memory chips, although there is a bipolar market environment where stocks react strongly to news [2] - The S&P tech sector is trading at a lower forward P/E ratio compared to the beginning of the year, suggesting that fears of an AI bubble are keeping valuations in check [2] Group 2: Future Market Predictions - Looking ahead to 2026, market vulnerability is anticipated, with the Federal Reserve identified as a primary threat to the bull market rather than valuation concerns [3] - A washout is deemed necessary to reset bullish sentiment, similar to how surprise tariffs in early 2025 prepared the market for a subsequent run [3] Group 3: Stock Recommendations - CleanSpark Inc. (NASDAQ:CLSK) is highlighted as a top future stock, with an average upside potential of 74.16% and 34 hedge fund holders, focusing on Bitcoin mining and expanding into AI data centers [8][9] - AstraZeneca (NASDAQ:AZN) is also recommended, with a 9.65% average upside potential and 54 hedge fund holders, bolstered by positive trial results for Saphnelo, which offers a new self-administered treatment option for systemic lupus erythematosus [12][13][14]

Core Insights - Riot Platforms is expanding its operations by entering a significant partnership with AMD, marking a shift towards artificial intelligence infrastructure in response to increasing AI demand [1][2] - The company is part of a trend among Bitcoin miners who are repurposing their resources to support AI and high-performance computing due to tighter margins and volatile energy costs [2][3] Partnership and Financials - Riot signed a long-term Data Center Lease and Services Agreement with AMD, which is expected to generate approximately $311 million in revenue, with the potential total contract value reaching $1 billion over 10 years [4] - The initial lease covers 25 megawatts (MW) of critical IT load, with phased delivery scheduled from January 2026 to May 2026 [4] Land Acquisition and Capacity - Riot acquired land at its Rockdale site in Texas for $96 million, funded by selling approximately 1,080 BTC [5] - The company now owns and manages over 1,100 acres and 1.7 gigawatts (GW) of power capacity across two Texas facilities, enhancing its position in the Texas Triangle [6]

Core Insights - Riot Platforms' shares increased by nearly 13.5% following the announcement of land acquisition and a lease agreement with AMD, indicating positive market reception to the company's strategic shift towards data centers [1][5]. Group 1: Company Developments - Riot Platforms plans to acquire 200 acres of land at its Rockdale data center site for $96 million, funded by the sale of 1,080 Bitcoins [3][8]. - The Rockdale site is North America's largest Bitcoin mining facility by developed capacity, featuring seven buildings with various cooling technologies [3]. - The company will lease 25 megawatts (MW) of IT load capacity to AMD, with potential expansion up to 200 MW, enhancing its data center power portfolio to 1.7 gigawatts [4]. Group 2: Industry Trends - Bitcoin miners are increasingly transitioning to data centers for artificial intelligence applications due to the high energy demands of mining and the saturation of Bitcoin supply [2][8]. - The data center industry is expected to grow significantly, driven by the rising demand for AI capabilities [2]. Group 3: Market Considerations - Despite the positive developments, Riot's stock trades at 54 times earnings, raising concerns about the sustainability and commoditization of the data center business [5][6]. - The future of AI and its impact on data centers is uncertain, suggesting a cautious approach for investors [6].

Core Insights - Riot Platforms, Inc. has made significant advancements in its data center business, particularly through a partnership with AMD, which validates its infrastructure and development capabilities [1][2] - The company has acquired 200 acres of land in Milam County, Texas, for $96 million, enhancing its operational stability and growth potential [3][4] - Riot now manages over 1,100 acres and 1.7 gigawatts of power capacity across its Texas facilities, solidifying its position in the Texas Triangle [4] Data Center Development - The acquisition of the Rockdale Site allows for immediate data center development and supports the lease agreement with AMD [3][6] - Riot's data center portfolio now includes 1.7 GW of fully approved power capacity, positioning it as a leader in the U.S. data center market [6] - The initial deployment for AMD will start in January 2026 and is expected to be completed by May 2026, with a total potential capacity of 200 MW [6][7] Financial Implications - The Data Center Lease with AMD has an initial term of 10 years, expected to generate approximately $311 million in contract revenue, with potential total revenue reaching around $1 billion if all extensions are exercised [7][13] - The retrofit capital expenditure for the initial deployment is estimated at $89.8 million, translating to $3.6 million per MW of critical IT load capacity [13] - Expected average net operating income contribution is projected to be $25 million per year [13]

As filed with the U.S. Securities and Exchange Commission on January 15, 2026 Registration Number 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 DMINT, INC. (Exact Name of Registrant as Specified in its Charter) | Delaware | | --- | incorporation or organization) Classification Code Number) Identification No.) Delaware 6199 87-2345483 (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer 11 ...