Find covered tickers and Sawse research notes.
WULF's February 2 8-K discloses agreements to acquire a 250-acre Kentucky industrial site and a 210 MW Maryland generating station, a paired land-and-power move that signals a deliberate pivot toward high-performance computing.
A new strategic agreement with Starwood Capital gives MARA a path into high-performance computing and AI workloads, but the deal terms leave most of the financial commitment undefined.
CLSK's February 10-Q covers a quarter when production economics and Bitcoin accumulation were both moving, and a later filing put a dollar figure on the stack.
Riot Platforms' annual report lands with high disclosure intensity and a Bitcoin position that anchors the equity story more than mining revenue does.
Riot Platforms' first-quarter filing shows a miner carrying material Bitcoin treasury exposure alongside direct operating leverage to hashrate and energy costs.