《More Merger Math! 🚀 Anthropic Threat? SOL Value & Covered Call Trim🔥》
RIOT的AI转型存在重大风险（资本支出、建设、租户集中）且收入延迟；将敞口限制在不超过1%。
对 Riot 作为 AI 基础设施投资有什么看法？他们刚刚与 Enthropic 达成了一项 91 亿美元的数据中心交易，用于托管 AI 计算，大幅偏离纯粹的比特币挖矿。我很好奇你是否认为他们会重新估值，成为多年的 AI 房东，或者资本支出要求和加密货币关联是否使其风险太大。
Any thought on Riot for the AI infrastructure play? They just landed a $9.1 billion data center deal with Enthropic to host AI compute, pivoting heavily away from pure Bitcoin mining.
Curious if you see them revaluing as a multi-deade AI landlord or if the capex requirements and crypto ties make it too risky.