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Campaigns / Starboard Value → Riot Platforms, Inc.
Starboard Value vs. Riot Platforms, Inc.

Riot Platforms, Inc. · RIOT

1 deck published between 2026-02-18 and 2026-02-18 — 5 pages, 5 analysed slides total. Outcome: ongoing.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2026-02-18 follow up

    2026 02 Starboard_Value_LP_Letter_to_RIOT_CEO_Executive_Chairman_02.18.2026

    5pp · letter

    Riot's 1.7GW of powered Texas sites could generate $1.6bn of AI/HPC EBITDA and drive shares to $23-$53 if management urgently signs more hyperscaler deals like the AMD proof-of-concept.