I think most of the risk comes from the possibility the companies are just fake, or not going to do what they say they're going to do.  Any contrary evidence should boost the price.

But other then that, most of the 'scheduled events' should already be priced in.  Emphasis on should. The problem is these markets are tiny and full of n00bs.

I still think LC is the better deal in the short term, they may make more profit off their 50Th/s in October then ActM will off however much it's planning on making in November. We'll probably see up to 5-6Ph come online in November with Cointerra and HashFast.  Plus however much comes online from KnC machines in October.

And in order to compete, ActM is going to need a lot of capital for things like PCBs, etc. 10 chips per board is 250Gh/s per board.  You'd need 4,000 boards to get 1TH. Not a minor undertaking.