Bernstein·2026-11-05CompanyOutperform$18 → $30▲Riot Platforms Inc (RIOT.US) RIOT Q3: New $28Bn Corsicana deal at superior economics
Bernstein·2026-11-04SectorOutperform$35 → $18▼Global Digital Assets Emerging AI Infra: Texas turns blue...not the end but DC power pipelines at risk & approved MWs more valuable
Bernstein·2026-08-11CompanyOutperform$30 → $35▲Riot Platforms Inc (RIOT.US) RIOT: $9.1Bn frontier lab deal and 1GW LOI (New PT $35)
Bernstein·2026-09-24SectorOutperform$35Neoclouds A contract sport! CRWV, IREN takeaways from Nscale's S1
Bernstein·2026-09-16SectorGlobal Digital Assets Emerging AI Infra: ERCOT base load classifications are out- scarcity expected to drive lease pricing higher