[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1338 followers Created: 2025-06-27 11:37:26 UTC $JPM RECOMMENDS $RIOT JPMorgan thinks CoreWeave’s $CRWV potential acquisition of Core Scientific $CORZ could serve as a “mark-to-market” on the value of high performance computing infrastructure near major metro areas, which is most relevant to Riot Platforms $RIOT. Riot owns XXX GWs less than XX miles from Austin and Dallas, but trades at a meaningful discount to Core Scientific and peers, the analyst tells investors in a research note. JPMorgan continues to recommend Riot, and argues the company offers the most attractive relative value of any miner in its coverage universe. Core Scientific owns and operates XXX MWs XX miles outside Dallas and another XXX MWs less than XXX miles outside Atlanta, making it a good proxy for valuing HPC sites near major metro areas, contends the firm. It estimates Core Scientific trades $4.8M per energized MW, representing a material premium to pure-play operators like Mara Holdings $MARA and CleanSpark $CLSK, and other miners pursuing HPC deals like Riot, Cipher Mining $CIFR and $IREN XXX engagements  **Related Topics** [jpm](/topic/jpm) [discount](/topic/discount) [metro](/topic/metro) [$corz](/topic/$corz) [acquisition](/topic/acquisition) [$riot](/topic/$riot) [$jpm](/topic/$jpm) [jpmorgan chase](/topic/jpmorgan-chase) [Post Link](https://x.com/TransEnergy/status/1938562310173315336)
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Mike M. Mustafoglu @TransEnergy on x 1338 followers
Created: 2025-06-27 11:37:26 UTC
$JPM RECOMMENDS $RIOT
JPMorgan thinks CoreWeave’s $CRWV potential acquisition of Core Scientific $CORZ could serve as a “mark-to-market” on the value of high performance computing infrastructure near major metro areas, which is most relevant to Riot Platforms $RIOT. Riot owns XXX GWs less than XX miles from Austin and Dallas, but trades at a meaningful discount to Core Scientific and peers, the analyst tells investors in a research note. JPMorgan continues to recommend Riot, and argues the company offers the most attractive relative value of any miner in its coverage universe. Core Scientific owns and operates XXX MWs XX miles outside Dallas and another XXX MWs less than XXX miles outside Atlanta, making it a good proxy for valuing HPC sites near major metro areas, contends the firm. It estimates Core Scientific trades $4.8M per energized MW, representing a material premium to pure-play operators like Mara Holdings $MARA and CleanSpark $CLSK, and other miners pursuing HPC deals like Riot, Cipher Mining $CIFR and $IREN
XXX engagements
Related Topics jpm discount metro $corz acquisition $riot $jpm jpmorgan chase