Possible scenario
Contract Risk Returns
−0.2%
A lower-probability downside path is that details of the lease, permitting or tenant obligations prove less favorable than the headline value suggests. Riot would be most exposed because the market has started to capitalize the $28 billion figure into its AI-infrastructure narrative.
What it moves
- Technology−0.4%
- Utilities−0.1%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.