CORZ

eternalfailsafe

Look into CORZ

stupidber

CORZ

Aromatic_Shame_2350

You turned $20k of your own cash (plus $75k in revenge-trade deposits) into $120k twice via high-risk plays (CORZ, IREN, leveraged ETFs, and oil), but wiped out 90% both times by holding volatile assets through massive drops, fighting volatility decay in 2x ETFs, and panic-selling the exact bottoms. You are now left with $15k of house downpayment money, immense regret, white hair, a strict allowance from your wife, and a dangerous urge to find a "10x comeback trade" to fix it all.

Curious_Joe2020

I initially started with 20-30k on CORZQ at 1 which I traded to 60k by the time CORZZ (warrants) went from 1 to around 3. I sold the bottom on CORZZ in April 2024 in the 2s before CORZZ became CORZ and went to 20+ by summer 2024. I then lost half with AMC and switched to IREN in fall 2024 reaching 120k by December 2024. As I lost more I revenge traded back adding more cash at bottoms like IREN, AMC, IRE 2x ETF, oil 2x ETF etc, contributing about 75k total and having 15k left after 3 years of stressful trading. My hair is all white now. I eat instant noodles and drive a used cars (rarely to save on gas).

NebulousManifest

APLD and CORZ are consolidating. I wonder if they will start an uptrend into July

RevolutionaryPhoto24

I sold CORZ today - still like it, but focusing on HIVE (and IREN.)

Crazy_Donkies

If CORZ or KEEL fail to announce a deal in the next 30 days I'm switching from shares to puts. They'll drop 30% on a rate hike.

spambakedbeans

All the bitcoin miners that shifted to HPC. WULF, RIOT, CLSK, CORZ, HUT 8. Lots more. Many of them now have deals with a Mag 7.

Armandeluz

Core Weave/Core Scientific supports them and has benefited from their rise. CORZ & CRWV

Crazy_Donkies

The entire sector of well-managed data centers or power connected / ready data centers is holding. KEEL, CORZ, and NBIS.

Crazy_Donkies

KEEL, CORZ, NBIS, and AVGO have entered the chat.

Cryptoeer

Next BTC bull run should be around October, same time the market is supposed to shift. I’m buying the BTC miners that own their own electricity and benefit from AI and Crypto. WULF/WULX, RIOT, MARA (Trump is holding), CIFR, CORZ…etc. I’m up around 1,000% on these so far

Ce3De3

I hold CORZ already so didn’t want too much overlap but coreweave is definitely a good hold too!

Crazy_Donkies

Same reasons I hold CORZ. Connected power capacity. Hoping for an acquisition at the very least. It's not a lot of money in each. They can both go tits up and im out 2% of my portfolio. I'll give them 6 months.

miss_L_fire

Getting in on CORZ. AI data centers = 💰

Straight_Piff

Thought I was too heavy with dell, dumped few hundred shares at 140, put into NBIS at 100, sold NBIS at 108? after 5 months of yo-yoing. Took that NBIS money put it into CORZ, sold CORZ at breakeven around early 2026. Can't win em all, but just do not be me. At least my SPCE holding from years ago is only down 98% now prior to the 99%

dominic_l

CORZ is a better peer. IREN EPS has been dumping hard since september

Consistent_Chart_664

Please tell me what to buy: AI Datacenter plays: IREN, NEBIUS, APLD, WULF, KEEL, CLSK, HIVE, CORZ, CIFR Space: BSKY, PL, LUNR, FLY Energy: ?

onelifestand101

CORZ and DRAM. There are current bottle necks with AI capacity and DRAM is an ETF invested in all of that, I see further headwinds and bottle necks in AIs future. And CORZ pivoted from bitcoin mining to AI data center integration. I think there’s still some upside if you wanna play the AI game still. Anyway I bought longterm (2027 exp) LEAP calls on both and I’m doing well so far.

Spirited_Code_8060

Had some Core Scientific since 2021. CORZ went into Chapter 11 bankruptcy \~Oct-2022 and upon the stock crashing, I bought more several times through early Nov-2022. My gut feeling was that the bankruptcy was not CORZ's fault, but externally caused by the then crashed price of bitcoin & the failure of Celsius. After the bankruptcy played out, existing shareholders received a combination of new common shares & two tranches of warrants. I still hold every one of each, though I may begin selling the shorter term warrants soon—they expire Jan-2027 (but are currently so deeply in the money that there isn't much time decay to worry about). I'm trying to wait for CORZ to announce another HPC hosing contract to go with the one with Coreweave, which could send the stock way higher than it is now.

InvestmentBiker

MARA, RIOT, CLSK, IREN, HUT, CORZ are the obvious ones, and then smaller names/early setups like KEEL or even HIVE if you want more risk. WGMI is a nice way to own the basket without stock‑picking every balance sheet yourself.

2handsjefe

It sounds like you're suggesting that the whole industry is going to renege on cloud adoption and go back to on-prem. This is essentially an accounting question (end user firms), Capex or Opex? Sure there are some large firms like Koch industries that can and may prefer to build their own data centers to run local models. The vast majority of companies will prefer to Opex the spend and not employ others to manage their data centers. The whole point of IaaS, PaaS, and SaaS is to outsource and reduce capex and head count. There is a world where a firm outsources the data centers to CRWV, IREN, CORZ, etc., and runs a local model. Again, that might work for some firms 100%, but that's like deciding to compete in the special Olympics. Open source has never out advanced commercial endeavors. What company do you know that issues only Linux devices? Surely there is no one sized fits all, and some may decide to migrate to local models for cost, security, control, or other reasons. The likelihood that become the majority is low in my opinion. I think the big 3 labs will attrit the price of their lower end models to a negligible cost while charging a premium on their specialized models. This is typical of business, give away the commodity and monetize where they provide the most value. I heard someone say the other day that it requires much less creativity to be a pessimist than an optimist. It stuck with me. anywho - I appreciate the debate

spambakedbeans

In at around $9 iirc. I got in thinking bitcoin mining was gonna rocket. I got in WULF, CORZ, RIOT, CLSK, MARA, too. They all have realized where the money at.

Crazy_Donkies

Day 5 holding ORCL, GOOG, AMZN calls waiting for Blackrock to make their hyperscaler announcement. Today I bled a little.... Edit: And CORZ, waiting for them to lock in a new partner.

Negative_Salt_4599

Yup found NBIS and CORZ on here. I bought RDDT because of Reddit. 😆

Top-Meaning2626

About to lose my ass on CORZ

raspapi

Stuck 20% of my port in ai compute today sticking w the thesis $CORZ $IREN & $APLD

DisgrunltedDan

CORZ puts , but it wasn’t on this list lol 

DisgrunltedDan

CORZ puts  Always 

Top-Meaning2626

Getting fucked to the CORZ of my asshole

DisgrunltedDan

Anyone playing CORZ ER tonight ? There was a MASSIVE put buy and call sell earlier today while it still pumped 🤔 

Neat-Treat9407

CORZ

TechniCruller

CORZ has been a nice add for me lately. Also has the upside that CRWV will almost be compelled to effort toward a purchase them (again) in the future.

Initial_Alfalfa243

$CORZ

Crazy-Experience-678

I dont work in tech, so I can only speak from what I read / watched as an investor. Based on what I heard, the 50% price increase seem to be for customers that renewed around Q4 2025. Roman (cofounder) said early on, their goal was to find customers to sell all their compute. That has been achieved (mainly due to Microsoft deal), so now they can be picky with who they sell compute to and for higher price. Nebius management said they turned away customers due to lack of supply. Nebius's primary / long term goal is to sell compute to enterprises. I wont be surprised if they continue to give free compute to startups in hopes of reeling them in long term but I don't think it will be a crazy amount. Even in their latest Meta deal, they reserve a big portion of their available compute for startups / enterprises. They are using the large deals with Microsoft / Meta to speed up expansion and are probably doing so for lower margins. However, once they are big enough they dont have to settle for low margin deals with Big Tech and can go after higher margin deals with enterprises. Nebius knows that Big Tech won't need them (and other neoclouds) long term once they have the time to build out their own compute. It's true that they don't have a true moat against Big Tech, but no one company has been able to dominate traditional cloud either. Microsoft Amazon Google Oracle all eating good selling cloud services. I think Nbis will be able to eat their share of the "AI cloud" pie by focusing on enterprises. In addition, I see Nebius's AI infrastructure business as a "temporary" focus. Similiar to how Amazon uses AWS to fund their non-profitable businsses, i think Nebius will use their AI infrastructure business to fund their other / future businesses like AVRIDE. They had to sell shares in Toloka to allow it to grow faster. If they had the capital, I think AI infrastructure would be just one of their primary businessess. The way I see it, I'm not investing in an AI infrastructure company...I'm investing in a former AND future tech conglomerate. I might be delusional here but its a pretty picture in my head. As for why I think Coreweave mangement is bad, I watched an interview of their CEO a while back and was not impressed. He was saying stuff like we can get an extra year out of the GPUs unlike our competitors because of how good we are (which is BS when you think of their competition like Amazon Google). He also said he had many failed startups and is kinda hoping this one works out. I see this as kind of a Boeing situation, where the finance guys are running the company when they shouldnt be. From the brief headlines I read, seems like they have been underdelivering. Their balance sheet is a joke similiar to Oracle. Nebius debt is getting kinda bad too but they still have assets like Toloka they can leverage / sell. Nebius debt has low interest rate (convertivle bond but years away) but last i heard Coreweave debt has high interest rates. Their 6 year depreciation schedule vs Nebius's 4-5 year depreciation spells more financial trouble for Coreweave. It seems like Coreweave is trying to grow compute via acquisitions / colocations (theie failed acquisition of CORZ made headlines) while Nebius have been staying away from acquisitions (to increase compute) due to low margins. I think having tech guy / engineer in charge of a tech-related company is important since they can understand the company better and think of ways to lower costs / improve efficiency. Nebius has ways to decrease costs like building their software inhouse while Coreweave has to pay other companies to do it (to my knowledge). Nebius is pivoting away from colocations and leaning towards building more data centers that they designed from ground up to improve margins long term. Nebius build their own racks or whatever (again not tech guy). Maybe Coreweave management isnt completely trash but they look bad when i compare them to Nebius.

Overt_Dealflow

Naturally, CORZ is up 15% since I sold my calls on expiry date

OkBowls

Who can think about CORZ at a time like this

I_am_Nerman

Data center plays: CIFR, IREN, NBIS, ZETA, WYFI, PATH, CORZ, APLD, GLXY, CRCL

tastycasheww

CORZ, added more March and April calls

rare_clouds

USA Rare Earths (USAR) Core Scientific (CORZ) Kraken Robotics (PNG)

TWSTrader

**Stop betting on the Landlords. Bet on the Plumbers.** I’ve analyzed the capex flows in this sector, and you are spotting the right problem: The "Data Center Operator" space (APLD, CORZ, IREN) is becoming a race to the bottom. There is no moat in pouring concrete and renting rack space. If you want the "99% Probability" trade, you don't look at who *owns* the building. You look at the companies that own the **Choke Points.** **1. The "Heat & Power" Duopoly** Every single AI data center faces two physical limits: **Heat** (Chips are melting) and **Power** (The grid is full). * The companies that solve these problems don't have 100 competitors. They have 2 or 3. * If APLD builds a data center, they *have* to write a check to these guys. If Microsoft builds one, they *also* have to write a check to these guys. **2. The "Titans" (The 99% Play)** Instead of gambling on which small-cap miner pivots to AI, institutional money flows to the critical infrastructure: * **Vertiv (VRT) - The King of Heat:** AI chips (Blackwell) require Liquid Cooling. You can't cool them with air anymore. Vertiv is the dominant player in thermal management. They engineer solutions directly with the chip designers. * **Eaton (ETN) - The King of Power:** You can't turn a data center on without massive industrial switchgear and transformers. The backlog for this equipment is 50+ weeks. Eaton effectively controls the "On Switch" for the industry. **3. The Metric: Backlog > Hype** When we look at APLD, we see "Projected Capacity." When we look at Eaton or Vertiv, we see **"Record Backlog."** * That means their revenue is locked in for years because every data center builder is waiting in line for their hardware. That is what a "Long Future" looks like. **The Bottom Line:** In a gold rush, the mine owners (APLD) often go bust fighting over claims. The guy selling the shovels (VRT/ETN) gets rich regardless of who finds gold. Move up the supply chain.

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