$RIOT is still the AI-power leader in the miner group.
The Anthropic contract is the piece most names don’t have.
$CGNT.V still has the Mocoa PEA lined up for Q4.
Fresh assays, a C$31M raise, and a Trafigura offtake already on the board.
Copper is still the structural trade.
$FCX keeps tracking AI + grid demand even when the tape gets choppy.
$CGNT.V #1 on the list for insider buying.
Given the warrants out right now that can be exercised, this is a great sign of confidence
$MARA keeps lagging the AI-power re-rating.
The multi-GW pipeline is still the story. The tape just treats it more like a BTC proxy.
$RIOT is still the AI-power leader in the miner group.
Friday’s dip looked like profit-taking. The Anthropic contract is the piece most names don’t have.
Copper remains the structural story.
$FCX and the copper group are still tied to AI + grid demand. That theme hasn’t gone away.
$CGNT.V just dropped Q2 numbers after last week’s Mocoa assays.
771m of 0.54% CuEq, a C$31M raise, and a Trafigura offtake.
This is a massive result.
PEA coming soon.
Fully funded through 2026.
Copper is squeezing.
Guilia Luciana retweeted
Barrick and Newmont settled a months-long dispute this past week — and the actual terms are more interesting than the headline.
Fourmile, one of Barrick's own development projects, is being added into the shared Nevada Gold Mines joint venture.
So are Newmont's Fiberline and Mike developments — assets that had previously been excluded from the partnership.
As part of the settlement, Newmont will pay Barrick $1.95 billion.
Three separate development projects, previously sitting outside the joint venture, all getting folded into the same shared structure at once.
$B $NEM
$RIOT sold off Friday even as Bitcoin held near $80k.
Looks like profit-taking after the AI power re-rating.
The Anthropic deal is still the differentiator vs pure hashrate names.