RWA_Guru

$RIOT locked in Anthropic as tenant for ~1.1 GW. ~$38B contracted data center revenue.

Management guides >$2B average annual NOI at full deployment (~$2.2B), ~28% unlevered yield on cost.

Corsicana alone: 910 MW, 15-year, ~$1.8B avg annual rent, triple-net, 3% escalators.

While others bleed, Riot is already the landlord to a frontier AMD and Anthropic.

Generational buying opportunity will not last $RIOT 👀

$RIOT repricing is going to be violent 👀

$RIOT quietly owns ~4% of $KEEL — another miner converting power into AI data center 👀

$RIOT Market Cap projection based on signed leases.

base $15-18B | bullish $28-35B

1,151 MW contracted with Anthropic + AMD → ~$2.2B avg annual NOI on ~$7.8B capex (28% yield).

Current mkt cap ~$5.6B.

Still priced like a miner. Delivery 2027.