Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Bill Papanastasiou (KBW) — Tellvest

Analysts/Bill Papanastasiou

Bill Papanastasiou

KBW

Financial Services

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '25

Focus Areas3 topics

Cloud & AI2Capital Allocation2Cost Pressure1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

RIOTRiot Platforms, Inc.2 quarters

2025 Q1

Is that $27 million to $30 million target for quarterly SG&A still in play? Or could we expect that to come even lower

Cost PressureView in transcript →

Has your assessment of these options changed since the last update? And have you been able to narrow down on selection further

Cloud & AICapital AllocationView in transcript →

2024 Q4

how the company is thinking about dilution going forward to drive a higher Bitcoin per share

Capital AllocationView in transcript →

can you share some more color on how the design engineering aspects of the AI/HPC data center could look like

Cloud & AIView in transcript →