What top creators are saying about Core Scientific Inc.(CORZ)

Benefiting from a fundamental business model shift by leasing power for AI data centers.

Successfully transitioned from bankruptcy to an AI infrastructure play by repurposing existing power assets.

Maintains long positions and call options in infrastructure names.

Maintained long position as part of energy and AI infrastructure strategy.

Pivoting from Bitcoin mining to AI data center compute power; notable 10% stake mentioned.

Successfully pivoting from Bitcoin mining to AI-focused data centers.

Pivoting from Bitcoin mining to AI infrastructure to leverage existing energy moats.

Successfully emerged from bankruptcy and pivoted to AI hosting through a massive deal with CoreWeave.

Pivoting to AI data centers; holds high-value grid-connected power assets.

Secured $1 billion from Morgan Stanley to pivot 10% of sites into AI data centers.

Fund has established a massive position in the asset.

Acts as a primary supplier for AI infrastructure; seen as a vertically integrated bet on AI hosting and transition.

Plans to sell the bulk of its holdings in 2026 to fund a pivot into Artificial Intelligence.

Selling Bitcoin holdings to pivot operations toward AI data centers.

Identified as a direct beneficiary of the massive AI infrastructure build-out, providing essential components for data centers.

Mentioned as a potential partner for Meta's new MetaCompute initiative, which is a positive catalyst for data center companies.

The stock was down ~4-8% as part of a contagion effect from Oracle's negative earnings report, pulling down other data center and AI-related stocks.

The stock bounced off its important IPO price high support level of $65, but is not considered 'out of the weeds' until it can break above the $84 resistance level.

The stock traded down 20% after rejecting an acquisition offer. The company faces a key operational risk due to a significant delay in delivering its Denton, TX data center facility.

Stock was up 10% as a direct beneficiary of the AI build-out and immense demand for computing power following NVIDIA's report.

Subject of a ~$400M activist investment to secure CoreWeave's supply chain. The position is considered a 'levered long' on CoreWeave, aiming to de-risk the primary investment by controlling a key supplier.

Hedge fund Situational Awareness added to its position in the company as part of a broader bet on the AI and compute stack.

Faces delays impacting its partner CoreWeave, which contrasts negatively with competitors like Galaxy Digital.

Considered a key player making a significant pivot to AI by signing a major deal with CoreWeave and is reportedly 'transitioning every available watt into HPC'.

Represents a potential re-rating opportunity as it transitions from a crypto miner to a valuable AI infrastructure provider. A recent acquisition attempt by CoreWeave highlights the value of its assets.

Labeled as 'High Risk' and ranked as the worst performer in the speaker's models due to its massive liabilities, including over $3 billion in debt.

Shows a bullish divergence on the 4-hour chart, which is a technical buy signal. A good potential entry zone is identified between 45 and 45.5.

A crypto-related stock that posted double-digit gains, benefiting from the spillover strength of the AI investment theme.

Exercised a 200MW option, increasing their power lease to 800MW, which is a positive operational expansion.

Highlighted as a sign of the crypto industry's maturation and integration with traditional finance, signaling that the digital asset ecosystem is creating investable opportunities for equity investors.

Highlighted as an important company building the foundational physical infrastructure needed for the growth of AI, which is considered a critical, long-term trend.

Highlighted as a company where the connection between AI and crypto mining is becoming more apparent, representing a way to gain exposure to the theme through equities.

Was acquired by private AI company CoreWeave for its data centers and energy, not its Bitcoin mining operations. This highlights a trend where underlying value is in infrastructure for AI.

The stock fell 15% after a 66% premium acquisition offer from CoreWeave, signaling that its own investors lack faith in the value of CoreWeave's stock they are set to receive, anticipating a future decline in WEAV's price.

The stock plummeted over 20% because its acquisition by CoreWeave is an all-stock deal, not cash, which disappointed investors who were hoping for a cash buyout.

Serves as a leading indicator for how the market may value other Bitcoin miners transitioning to AI/HPC, with the market valuing its AI/HPC potential at approximately $4.5 billion.