S1E564 - Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!
Published: May 1, 2026
Duration: 46:03
We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating.
• AMD lease progress and what the expansion option signals
• How data center revenue ramps from tenant fit out to recurring lease income
• Why SLAs and non performance penalties make operations a moat
• Mining performance update and ho...