Late-2025 mining stock chatter centers on MARA, RIOT, and CLSK, a three-way tug between bulls chasing momentum and bears warning margins are getting squeezed by energy costs and AI demand [2].
RIOT in the spotlight — momentum vs risk
- "RIOT - continuation move likely" [4].
- Elite miners with lowest costs survive: RIOT, CLSK, IREN [2].
- Without AI contracts, CLSK and RIOT could fall to 9 [1].
MARA’s narrative and peers
- A bullish post argues that MARA and Hut 8 Mining are the best crypto miners to invest in right now [3].
- RIOT is outperforming MARA in some views: "They are still outperforming MARA" [5].
- From the MARA-centric view, MARA holds a Bitcoin reserve and has partnerships with Bitmain to secure hardware [3].
Peer dynamics and takeaways
- The margins story still looms: high energy costs and AI-infrastructure competition affect all three names [2].
- Sentiment tilt: bulls buoy RIOT's momentum while MARA's long-term Bitcoin play continues to draw attention [3].
Watch how RIOT momentum unfolds against MARA's treasury strategy and CLSK's cost-cutting as year-end chatter tightens.
References
$iren may need to test 48 first
Discusses bitcoin mining stocks, price near 48, RSI oversold; AI infra focus; predicts IREN to outperform CLSK and RIOT.
View sourceBitcoin mining margins under siege — average breakeven hit $70K+
Post-halving margins shrink; hashprice down, hashrate up; energy costs, AI centers, equipment costs pressure miners; RIOT, CleanSpark, IREN dominate today.
View sourceWhy Mara (Marathon Digital Holdings) and Hut 8 Mining Are the Best Crypto Companies to Invest In Right Now
Argues Mara and Hut 8 are top crypto miners to invest; highlight reserves, partnerships, energy efficiency, and diversification.
View source$RIOT - continuation move likely
Mentions Riot Platforms with potential stock continuation move; topic limited to price action of a crypto mining company.
View source@mithcoons They are still outperforming $MARA
User notes another crypto mining company is outperforming Marathon Digital (MARA), implying relative strength in the crypto mining sector.
View source