CORZ

narcsgiving

Kinda figured movement within normal volatility patterns and more about volume ticking back up with start of new year and thaw after the AI panic (Burry, Nvidia earnings) end of October or whenever it was. Even though CORZ acquisition failed, I do wonder if there’s acquisition speculation starting to gain steam with at least Google and Meta making big splashes lately with stuff like power deals and TPU hype gaining steam. 

callsonreddit

Looks like ex-BTC mining companies want to run up right? Any catalyst Ex: IREN CORZ CIFR WULF

Abject-Shopping-4492

That was a big mistake as even though bitcoin will eventually go to 125000, not all of the tickers will move at the same time. Bitcoin has separate categories, you have the miners as one category. Then you have a grouping that includes COiN MSTR. You should never hold ETF’s which are 2 and 3 times for longer term as they are not a good vehicle for that but are good when you expect a momentum move for a day trade. It is important to learn and to diversify the portfolio into different areas. As an example. I have some QQQ and some SPY and some IGV all ETF’ and I dollar value average at a 40/30/20 percent and I keep ten percent cash for a major pullback buy like when we tanked in October. I rebalance based on quarterly basis to help PRCL enrages about the same. This is in an IRA account. If it was in an account with taxes I do not make changes unless I have held for over a year. On Bitcoin, I still think it can test 75000 and it really needs to get back over 90000 to be bullish. We will see what happens. I do not buy Bitcoin but rather trade miners and other related tickers like CLSK, CORZ, CIFR, HOOD and others in Bitcoin strength. Also it is common for a stock even bullish in an uptrend to pullback 30 percent before moving higher as nothing goes straight up.

mallison945

CORZ

proflashlol

So long story short full port CORZ??!?! & how does CIFR compare to the other 3?

RealWooWhee

I wrote this to reply to someone here so I figured might as well post it to everyone else: TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER presentation says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, stock is $14 today. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, stock is $23 today CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%

RealWooWhee

TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, **stock is $14 today**. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, **stock is $23 today** CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%

moorhound

OpenAI is a fucking *disaster*. ChatGPT 5.2 is now ranked *15th* in LMArena, ranking under Gemini3 Pro & Flash, Grok 4.1, Claude Opus, and even *ChatGPT 5.1*. And they're charging up to 5x the token cost for a worse inference model. $1.4 trillion in IOUs are riding on ChatGPT being the biggest thing in human history, and it's looking like it's gonna be the worst cost-to-performance offering in the field. GPU-ran large parameter dense models were a lie and a mistake. Get out of NVDA, get our of ORCL, get out of CRWV, get out of CORZ. GPUs are the neanderthals, ASICs are homo sapiens.

moorhound

OpenAI is a fucking *disaster*. ChatGPT 5.2 is now ranked *15th* in LMArena, ranking under Gemini3 Pro & Flash, Grok 4.1, Claude Opus, and even *ChatGPT 5.1*. And they're charging up to 5x the token cost for a worse inference model. GPU-ran large parameter dense models were a lie and a mistake. Get out of NVDA, get our of ORCL, get out of CRWV, get out of CORZ. GPUs are the neanderthals, ASICs are homo sapiens.

moorhound

If you didn't already have them, you should have, CORZ is already down almost 10% today. It could drop down to $10 or under by next month, though.

moorhound

AI's about to get *real* fucky. OpenAI made $1.4T of spending commitments - 70x it's current revenue - based on the idea that they'd made a fuck load of money. Like, their planned projection had them surpassing and doubling NVDAs revenue in 3 years, which was already kinda retardedly optimistic. Now, Google just released a competitor to their product that does the same job at 1/5 the cost. They just destroyed any justifications to use ChatGPT, with throws a wrench in projected income. This fucks all the downstream IOUs. ~40% of CoreWeaves projected revenue is only OpenAI, and if no one's using ChatGPT they can't pay. NVDA has a backstop lined up to buy unused compute that OpenAI doesn't, but that only covers ~$6.5bn and CoreWeave is one giant ball of rapidly depreciating GPU-backed collateral debt, so it probably won't save them. Oracles eggs are all in on the OpenAI basket. Microsoft gets screwed on $250bn worth of Azure debt if OpenAI can't pay it back. A good chunk of the AI sphere might risk insolvency next year. If you're in CORZ, switch to HUT.

SharestepAI

I like your idea in principle, long-term. FWIW, I ran your list through a quick check on the stocks' fundamentals and there is some variance in quality there: \- IREN, VRT, ANET, MRVL: look pretty good \- NBIS, APLD, CRWV, CORZ: negative margins, ROE Have you looked into data centre REITs? That's another angle to play on.

Appropriate-Past-537

Look at every 5-20x runner in the AI-infra/bitcoin-mining pivot space ($IREN, $CORZ, $CIFR, $HUT, etc.): at the exact bottom they all cleaned up their balance sheets, removed overhangs, and then the stock never looked back. $JTAI just checked that exact box.

Worldly-Summer8598

I've NBIS huge green and CORZ deep red after recent market meltdown ?? what is the ROI on these data center build out. all of them need huge capital to build/migrate over to AI data centers. current interest rates and fallen bitcoin price makes them vulnerable. NBIS has 5b cash reserves, CRWV 2b( and tons of debt) and IREN 1b. what next on these names if bitty goes to 60k or lower?

RealWooWhee

CORZ and APLD will make me rich! HAHAHAA Thank you so much bears for these prices, I feel like a criminal robbing the poors

blalah

SOUN, APLD, CORZ, CRWV even freaking Bittensor lol All gonna moon

blalah

CRWV, SOUN, CORZ, APLD all rippin' Even crypto AI stuff is up LMAO

Viktri1

Nvidia should start buying up companies kind CORZ and bundle electricity with their GPUs.

blalah

So all the AI stuff that took a beating will bounce back next week due to yet another sentiment shift. APLD, CRWV, SOUN, CORZ...what else am I missing?

Exotic_Champion

Not much better. I did throw some more doll hairs into CORZ though

SilverPie5131

If you're already in names like GPUS, BURU, Intel, VOO, NAKA, and CORZ, you've got a mix of speculative plays and some stable exposure. If you’re looking to add a few more “safer-ish”tech or tech-adjacent names,most people usually keep an eye on things like: Large-cap tech (the usual mega-cap names that move slower and have real revenue) Semiconductor (broad ETFs if you want less risk compared to single stocks) Cybersecurity (tends to holds up well long-term because demand keeps growing) Healthcare+biotech ETFs(way safer than individual biotechs which can be volatile) Nothing is really a “safe bet”,but staying with profitable companies or broad ETFs is generally a steadier approach than pilling into small caps or hype tickers. Speculative plays can run hard,but they can also drop 50% overnight—so keeping them as a smaller part of the portfolio usually keeps the stress down. Just my two cents—do what fits your risk tolerance and timeline.

EightFolding

Here's one way I'm thinking about them and their prospects and revenue, best to worst in my current analysis: 1. NBIS - $3+ billion deal with META $17+ billion deal w/ MSFT 2. IREN - $9 billion contract with MSFT 3. APLD - serving a 'major hyperscaler' customer, and CoreWeave 4. CRWV - serving OpenAI, META, IBM, partnership with NVDA 5. CORZ - what's next after termination of CRWV deal?... 6. GLXY - primary contract is with CoreWeave So I think everyone interested in this space should consider the top three, at least, and you can gamble on the other three if you'd like. I am, with small bets. If I end up selling 4-6 I'll put that into 1-3.

DisgrunltedDan

CoreWeave had earnings And blame CORZ their profits were lower and guidance lowered cuz CORZ couldn’t deliver , or delayed the energy needed to do their jobs basically Now everyone sees energy is the bottleneck of this AI balloon that is deflating as we speak 

DisgrunltedDan

Guess shorting ai data centers is still the play ? What a dump  CRWV CORZ just trash 

Cantthinkofacoolnam

CORZ $5 coming NBIS $50 coming RGTI $10 coming CRWV $20 coming VIX up 20% today more blood will come.

EightFolding

Buying all the dips. They're turning away customers because they have so much demand. The whole industry is like that. Fear is dominating sentiment and it is creating a lot of opportunity. NBIS, IREN, CORZ, and even CRWV despite the business model being different. Not to mention the rest of it. People will dream of NVDA, et al at these prices and wish they had bought more.

gato_taco

What're the odds CRWV are playing dirty pool because CORZ rejected their shit offer?

DisgrunltedDan

Still in this friggen thing ? CRWV really shot all ai data centers today. Earnings and saying CORZ didn’t deliver  Total blow up 

Brilliant_Guidance65

Fking CORZ.

ZacTheBlob

APLD didn't drop because people thought they were responsible for the delays. APLD dropped because CRWV's guidance was shit and CRWV is their single biggest client. This directly jeopardises potential expansion plans that were priced into APLD stock price. CORZ is literally down more than APLD is.

narcsgiving

Plus burned a lot of cycles on the failed CORZ acquisition

15xorbust

What’s shit about it? After the CRWV CEO said his data center were delayed because of a failure in the data center builder to timely complete their obligations there was tremendous talk that it was APLD and that severely negatively impacted APLD’s stock. Hardly a shit post when the CRWV CEO then clarified that it was not APLD but CORZ that caused those delays. That misunderstanding had a significant impact on the APLD share price until it was clarified. But it sure was lucrative for the shorts and put option holders.

narcsgiving

CRWV even managed to pull down CORZ w it

GongTzu

Either way, it’s f I were CRWV I would stick with CORZ, as they now have experienced setbacks and know how to handle it better in the future

DisgrunltedDan

CRWV threw CORZ under the bus for “delays” Talking shit on cnbc  We’re tanking with them 

DisgrunltedDan

CRWV throwing data center CORZ under bus so it’s tanking since failed merger lol but all ai data centers feeling the pain ALL are down so bs 

Candid-Regular3709

Every single "Bitcoin Miner" is now a high performance computing POWER company for Al infrastructure. Here to see if everyone here knows this already $RIOT $MARA SIREN $CLSK $WULF $CORZ $BITF $HIVE $HUT $CIFR $BTDR ALL WILL OFFER THE IMMENSE POWER CONTRACTS NEEDED FOR Al.

ThTruthIsOutThere

I traded last year and rode the account from 30k in November 2023 to 120k in December 2024 with IREN and CORZ, including a 60% drop with AMC in between.

ThTruthIsOutThere

I didn't trade the whole time. I bagheld Sol Strategies from March to August, then got IREN in September. I traded last year and rode the account from 30k in November 2023 to 120k in December 2024 with IREN and CORZ, including a 60% drop with AMC in between.

DisgrunltedDan

Love that everyone ignored this DD lol Isn’t CORZ making an announcement soon as well ? Sad IREN and CIFR got the big deals today but so far looking good 

callsonreddit

I kinda want to sell my CORZ +7% Maybe it bleeds until EOD

callsonreddit

Serious question Are these companies like IREN CLSK CORZ legit? I try to avoid bitcoin related companies but I like their charts

blalah

I like CORZ. Merger with CRWV got rejected. Threw a little bit at BGIN too, as a gamble

South-Professional56

CORZ going bear all weeks until November 21st

_RAPTORMAN_

Throw CORZ in there. It’s acting very sus like It was $40

15xorbust

APLD has a bigger incoming pipeline for hyperscaler dealers than any of the others. WULF likely to outpace the other major datacenter guiders shorter term in share price growth as it catches up following its Fluidstack deal expansion. NBIS is the gold standard. Best run and managed one. Owns the GPUs as well and has low capital costs IREN - most potential for growth among the really big companies. Tons and tons of contacted power. I would avoid CRVW - debt and cost of capital are massive CIFR likely to have a big bounce soon when it signs as tenant for its Black Pearl site. I would avoid BITF - share price is very tied to BTC and is down 40 percent in recent days. HIVE has scant HPC operations compared tot he others. Primarily a miner. CORZ likely to have a huge bounce in share price now that it is unshackled from the low price CRWV merger/firesale threat. Moonshot low price early stage data center companies include DGXX and NUAI. Very low cap and much higher risk but more exponential growth upside potential if they succeed as their market cap is so much lower. My own biggest holding is APLD. I love their trajectory and pipeline.

GongTzu

Bought CORZ watch it go down now 😂

babyd42

Bought calls for earnings QCOM HIMS SNAP HUT Still holding major long call positions in GOOGL and leaps in UUUU, small ones in CORZ and BB Puts on CVNA and QBTS still in the red after down moves 🫩

_RAPTORMAN_

CORZ is going to $45

Loose-Weird-7234

!banbet CORZ 25 6w

Brilliant_Guidance65

CORZ is about to perform a rug pull.

SPAC_Time

[Core Scientific Announces Termination of Merger Agreement with CoreWeave](https://www.businesswire.com/news/home/20251030641010/en/Core-Scientific-Announces-Termination-of-Merger-Agreement-with-CoreWeave)  \- CORZ CORZW CORZZ AUSTIN, Texas--([BUSINESS WIRE](https://www.businesswire.com/))--Core Scientific, Inc. (NASDAQ: CORZ) (“Core Scientific” or the “Company”), a leader in digital infrastructure for high-density colocation services and digital asset mining, previously announced that at a special meeting of Core Scientific stockholders, **the Company did not receive the votes necessary to approve the previously announced merger agreement with CoreWeave, Inc**. (“CoreWeave”). On October 30, 2025, pursuant to and in accordance with the merger agreement, Core Scientific terminated the merger agreement with CoreWeave, effective immediately. **Core Scientific will remain a publicly traded company, and the Company’s common stock will continue to trade on Nasdaq under the ticker symbol CORZ**.

Easypeasynyc

Shareholders seem confident in $CORZ.

Powerful-Attorney113

$CORZ 🚀

blazing_straddles

>The **unforgotten** gem in AI / data center space. People often mention $CIFR, $WULF, $APLD, but $CORZ is not talked about enough. https://preview.redd.it/mn2l2diik4yf1.png?width=308&format=png&auto=webp&s=49e37f16527e2c48cd80b3954a8a8d2b3e9096e6

ai-moderator

#TLDR --- Ticker: CORZ Direction: Up Prognosis: Buy $30 Calls for June 2026 Catalyst: Shareholder vote TOMORROW to reject a shitty acquisition deal from CRWV. Gist: CORZ is an undervalued AI data center play because they have a ton of power (1.3GW), the main bottleneck for AI. A bad acquisition deal is holding the price down, but shareholders are expected to vote NO tomorrow. After that, the stock should rally hard based on its future profitability ($720M+ in annual profit from one deal alone).

mallison945

CORZ

Sdg1871

Well if CORZ rejects the laughably low offer by CRWV most people think the stock price is going to go way up

Powerful-Attorney113

!banbet $CORZ $25 2 weeks

DisgrunltedDan

Anyone in $CORZ , keep seeing massive $30 calls being bought for December today And it spiked before close 

Commercial-Bad-3708

Hi Sdg1871, just wanted to personally thank you for making this comment. I read this comment and dug deeper into $APLD and this bridge loan by Macquarie was mentioned and the Oct 30th deadline in the 8k. I also thought hyperscalar deal was definitely coming. It was re-affirmed in earnings release and last week we got the $5bn deal for 15 years (albeit a bit small). I had bought Nov14 calls and made money on them thanks! I have a similar thesis for CORZ (core-scientific) sending it to you.

ArugulaGold9257

If the acquisition of CORZ is finally approved then I think it will definitely go up some. But it'll most likely remain flat without any other catalyst before the vote on October 30th by CORZ to approve the acquisition or not.

ArizFerrari

Be cautious with CRWV. Intrator is downplaying how valuable the CORZ takeover would actually be, but obviously the market isn't buying it

mywilliswell95

$CORZ

Current_Evening8652

It’s still in best interest for CORZ to go ahead with the merger. CORZ just being greedy cause the stock price moved higher.

unibash

I doubt the CORZ deal is going through.

Gentlemanath3art

Im betting the merger won’t go through. Reasons being that CORZ pa has been above the merger price (with CRWV not following). Situational Awareness upping their stake recently.

SpiderStuff

Core Scientific spread had sort of decoupled, meaning that there is a decent chance the deal may fall through as various shareholders are opposed to it. Last week chart will show that CORZ traded higher than CRWV, meaning that it had traded significantly above the exchange ratio per the merger agreement. All I am saying is it is good to be cautious about the deal going through.

dogefool88

Immense rise in volume on CORZ $30 Call 12/19

No_Smile821

They are voting on it on 30Oct, but its public knowledge how disappointing the $9Bn offer is, which CRWV isnt budging on. I highly doubt it will pass. Even if it does, CORZ share price will rocket on 30Oct regardless

alderson710

CORZ is mist likely being bought by CRWV though

No_Smile821

CORZ

NolaJoe_CrayonLife

CRWV and CORZ might have something going on together .. news says they don’t so they probably do…

NolaJoe_CrayonLife

I think CORZ has a date with the 30’s soonish

HighlightFeisty2808

IREN CORZ HUT and super risky but SLNH

No_Smile821

CORZ was a ticker flying around my firm for this exact reason

Frikgeek

Core Scientific(Ticker CORZ). Went bankrupt twice chasing the crypto mining bubble, are currently trying to make a deal to turn their crypto mining datacenters into AI datacenters. It probably won't work because Bitcoin mining ASICs aren't Nvidia Blackwell GPUs but it might make number go up anyway. I personally wouldn't touch it but if you really want to be a degenerate that's an option.

ethereal3xp

💪 APLD is trading around 20 IREN trading at 60 CIFR, WULF, CORZ trading at 10 NUAI next??

ethereal3xp

>I don't want WULF, MARA, MSTR, or CORZ Even if you like these. WULF and CORZ have done well. MSTR and MARA provide insurance if BTC continues its upward trend. Obviously I'm more bullish on this ETF since it has brought me significant returns. Data centers will continue to expand. And these more or less former mining stocks have the expertise in running and maintaining computer centers/campuses. The ETF also holds Bullish, CRCL. It has good potential. No need to stress.

Impossible_Notice204

oh nice, didn't know Just looked at their other holdings though. 50% I like 50% I don't like Would rather own the underlyings that I like and not pay the etf fees to hold stuff I dont want. IE: I like CIFR, IREN, and HUT and have positions on all three I don't want WULF, MARA, MSTR, or CORZ

Green-Play8494

CRWV is about to go gay porn hard on everybody. Like Greek fucking underground gay porn hard... Just wait til the acquisition of CORZ goes through at the end of October. Don't miss out on the moon-"shot".

Comfortable-Issue252

Anyone buy CORZ calls for this Friday?

Comfortable-Issue252

Anyone buy CALLs on CORZ for Friday?

GoZukkYourself

I thought CORZ was a beer company.

Comfortable-Issue252

So are all the calls that were placed on CORZ for this Friday ruined?

Comfortable-Issue252

Anyone have info on CORZ?

Comfortable-Issue252

Anyone one know the deal with CORZ call options?

Brubiu

dont listen to me. i sold HUT, IREN, BTBT, WULF, BITF, CORZ, and CLSK at yearly lows in April. I 2-3x my money and gave all the gains back. i was a huge btc proxy maximalist last year and i am still so salty i sold my stake in those companies. would be over a cool millie by now.

HighlightFeisty2808

Not that high as it stands. What I’m seeing is CRWV announcing deals every week to try and get their stock price up so that the deal goes through. Right now there is a negative spread, so no chance. But, if they bring CRWV stock back up to $165 ish and value CORZ at like $9B then shareholders might vote in favor. Right now, all major shareholders will vote against and some like Two Seas Capital keep reiterating their opposition.

marcelolx

And what about the potential of CRWV acquiring CORZ?

hakitrs

Those bags are pumping now,congrats! I’m also a believer in CORZ turn around!

HighlightFeisty2808

Look at the power capacity of each of the names. CORZ said it will be dedicating 900MW to AI/HPC. They have 1.3GW total atm, with room to expand 1GW more. Last quarter they only had deployed 50MW with end of year target of 250MW. When you start looking at these numbers you get a sense of which company is actually worth it. I am heavily invested in IREN but CIFR is not worth it at all imo.

MiscBlackKnight

CRWV is over 60 billion market cap almost x6 IREN and like x15 CIFR etc.. you cant compare the two. CRWV is close to fairly valued with contacts built out. These names are not. CORZ might be a good play but they have not shown size in the AI space as a pivot from mining as other firms have. Mining has a very high depreciation on GPU's, AI fixes that and makes miners margins much better.

HighlightFeisty2808

Let me put you on CORZ it will go to the moon. Just give it some time. It has 900MW it has dedicated to AI data centers. MSFT gave NBIS $19B for 300MW plus ability to expand for 400MW more. CORZ is currently worth $5B.

HighlightFeisty2808

Let me put you on CORZ it will go to the moon. Just give it some time. It has 900MW it has dedicated to AI data centers. MSFT gave NBIS $19B for 300MW plus ability to expand for 400MW more. CORZ is currently worth $5B.

HighlightFeisty2808

People are fully ignoring CORZ and CRWV. CORZ has more power and ability to generate revenue than GLXY APLD WULF CIFR combined.

ComplexProof9444

CORZ and NKTR are my big two rn. Nobody's talking about them that much

Cantthinkofacoolnam

CORZ and HTZ big moves coming. Thank me later.

tgif3

Did a buy of CORZ when in bankruptcy that started the roller coaster ride up. Then I was just investing into other bitcoin miners in hopes of them doing other AI stuff like CORZ was doing with Coreweave. I was not expecting the Bitfarms pivot and now CLSK is mentioning HPC. But that is what I am afraid of. Everyone is talking about it and I feel this is bubble territory because the valuation doesn't make sense but it's still going up.... I was just messing around I wasn't expecting this type of gains. Yes heavily invested in BTC probably 75% net worth is from BTC.

mis-Hap

>>You say they have insane demands now (according to crwv too all time highs) yet they still aren’t able to get profitability. What’s that tell you lol, their business model is bunk. All it says is that they're in hyper growth stages, investing heavily in capex with low margins now until they get to scale. It just seems like you aren't familiar with nascent, hyper-growth companies. These same arguments were used against AMZN and TSLA. Guess what, selling cars and selling products online doesn't have a "moat," either, some might say. Lots of auto companies and online retail out there. >>As I said before- it’s not some magical moat they have. There’s plenty of other companies that do same thing that have ties to Nvidia. This contradicts your argument against profitability. If the business model is shit, no one will want to do it. There will eventually be no competition, as they will all go bankrupt. On the other hand, if it is a difficult business model to be profitable with, then the company that does it well does, in fact, have a moat. It's a high cost of entry *and* first mover advantage for CRWV. Additionally, if it's a low margin business, as you think, the likes of MSFT and AMZN will not want anything to do with it. They cut their low margin businesses and farm them out to other companies *all the time*. If it's not a low margin business, they may have competition-- but see high cost of entry + first mover advantage comment. >>And finally- “CoreWeave's acquisition of Core Scientific is an all-stock deal that will result in a substantial amount of share value dilution for current CoreWeave stockholders. Don't care too much about this. I was bullish CORZ and actually already invested when they announced the acquisition. The acquisition of CORZ just makes me even more bullish CRWV. >>There is something very shady going on with company but that’s just my opinion. That is definitely just your opinion. That AI infrastructure demands are off the charts is indisputable. CRWV is announcing new contracts all of the time, and I don't think that'd be happening if they weren't delivering the services being requested. And as for the finances, it's all there in GAAP in the balance sheet. There's no reason to suspect foul play in accounting, especially considering you're bearish the numbers they're reporting. You should perhaps be suspicious if they were actually massively profitable, rather than the numbers they're reporting do report.