CORZ Core Scientific Inc

$CORZ — Core Scientific is becoming much more than a Bitcoin mining story. The company already controls substantial power and data-center infrastructure, which can potentially be redirected toward AI and high-performance computing workloads. With power becoming a major AI bottleneck, that infrastructure could become increasingly valuable.

$CORZ i’m trying to come up with an earnings estimate for Q3 based on some things that are known and some assumptions based on the previous quarter. I’m estimating that HPC revenue will be somewhere around $156 million up from $136 million in Q2 based on known delivery dates of MW. Last quarter total revenue was $164 million and total cost of revenue was $94 million. So keeping those numbers the same but adding $20 million to the total revenue due to increased HPC revenue that makes $184 million for this quarter. Keeping co-location margins the same I’ll add $8 million for cost of revenue for this quarter for co-location so total cost of revenue could be around $102M.

$CORZ may be down -4.4% intraday, but the $17 support area has been holding! Possible breakout incoming!

$CORZ Core Scientific is already delivering — they’ve energized roughly four hundred thirty-seven megawatts of CoreWeave capacity, about seventy-five percent of that commitment, and they’re the only miner with meaningful live, billing AI compute today. Ahead of the game.

$CORZ After the mid-terms are over, you will see that the AI and DC doomsday discussion will fall quiet again. Remember this for all future panics which we all know are just socially engineered manipulation of the weak minded.

UBS initiated coverage of Core Scientific with a Buy rating and a $24 price target, implying about 33% upside. The analyst highlighted the company’s geographically diversified portfolio and proven execution track record as key strengths. Despite these factors, CORZ trades at about 12x estimated 2028 EBITDA, below the 13x–18x range of comparable companies. UBS expects the delivery of AMD capacity and initial expansion opportunities to drive EBITDA growth of roughly 90% annually, reaching more than $1.5 billion by 2029. The analyst sees Core Scientific as well positioned to benefit from rising demand for AI and high-performance computing infrastructure as it converts additional capacity toward data-center applications. The firm’s outlook also reflects potential upside from expanding existing sites and bringing additional contracted capacity online. As Core Scientific scales its infrastructure and increases its exposure to AI-related workloads. $CORZ

$CORZ part 2. The margins on the bitcoin mining will be better this quarter but hard to say how much they’re actually mining now. $184M- $102M =$82M profit. Add $22M for gain of bitcoin value equals $104 million profit. Add into the expenses $50 million for SG&A, $24 million for interest expense, and $2 million for income tax expense all from last quarter. That leaves $26 million in profit. There are definitely variables that could make this number go up or down but these are my ballpark estimates. 

$CORZ Core Scientific's $41.9 million payment to terminate its Bitcoin mining contract with Block represents a strategic exit from digital asset mining to completely prioritize its high-margin AI infrastructure expansion. Paying a $42 million termination penalty hurts short-term cash flow, but it provides massive long-term structural advantages. More importantly, this move frees up critical power capacity at its existing data center campuses

$CORZ If the AI slowdown is driven by regulatory halts, local community pushback against new builds, or grid power shortages, Core Scientific’s existing footprint becomes extraordinarily valuable.

$CORZ this is the first time ever that I’m comfortable holding calls through earnings. I bought November 20 $16 calls on Wednesday and plan to hold them through earnings. This will likely be the first time that the company turns a profit for the quarter in a few years. Provided that they don’t have some big write down for the bitcoin mining business again. 

$CORZ | UBS Initiates Core Scientific at Buy with $24 PT on AMD Capacity Expansion and Tenant Diversification UBS stays bullish as AMD-backed capacity, financing clarity, and platform scale drive continued upside. 🔹 Follow for more analyst insights on other tickers.

$CORZ Rothschild analyst - Really hard to find this analysis/analyst credible if only citing CoreWeave without the inclusion of the massive AMD deal. Also the analyst fails to state or even research the fact that Core Scientific is basically out of the Bitcoin business and has stated as much in every recent quarterly announcements.

CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot $CORZ $HUT $CIFR $WULF https://stocktwits.com/news/equity/markets/corz-stock-gets-amd-boost-while-hut-cifr-wulf-shares-win-tenant-nod/cZtr82HRB5y

$CORZ Got lucky and struck while the iron was hot yesterday morning. First time I saw decent covered calls on this junk I sold all I could in hopes of dumping it. Same with $CIFR and $BTDR.

$CORZ | Snapshot 📊⚡ • Business: Core Scientific, Inc., a premier U.S. operator of high-density digital infrastructure, hosting services, and high-performance computing (HPC) data centers. • Financial Health & Pipeline: Pivoting power footprint toward multi-gigawatt enterprise AI workload colocation. • Bias & Conviction: Bullish Support Rebound | High Conviction (Holding $18.00 support shelf with large institutional call buyer accumulation in December $25 LEAPS). 🎯 Key Levels: 🐂 Bull Trigger: $19.30 / $21.50 🚀 Targets: $21.50 / $24.00 / $27.00+ 🛡️ Support: $18.00 / $16.50 ⚠️ Risk: $15.50 / $13.50 🔥 Options Flow: • 🟢 12/18/2026 $25.0 Call ($475.1K Sweep | +35.94% OTM Aggressive Sweep) • 🟢 12/18/2026 $25.0 Call ($138.0K Block | +36.39% OTM Bullish Block) • 🟢 12/18/2026 $18.0 Call ($60.5K Sweep | -1.75% ITM Bullish Sweep) • 🔴 10/02/2026 $20.0 Put ($53.5K Sweep | +9.29% ITM Unusual Opening Sweep) #hovdid

$CORZ Core Scientific initiated with a Neutral at Rothschild & Co Redburn Rothschild & Co Redburn initiated coverage of Core Scientific with a Neutral rating and $16 price target. While the equity narrative across the generative AI infrastructure "remains firmly bullish," credit markets are "beginning to price risks that equities largely ignore," the analyst tells investors in a research note. Rothschild believe the credit market "is sending the more important signal." The firm says the true economic leverage of the hyperscalers, which support much of the infrastructure buildout, is materially higher once off balance sheet commitments are included. This reduces their capacity to continue backstopping the next phase of investment, contends the analyst. Rothschild is negative on the neoclouds, where it believes earnings and valuations are "cyclically inflated." It is neutral on AI infrastructure. Traditional real estate investment trusts "stand out as underappreciated second-derivative beneficiaries of the buildout," adds the firm.

$CORZ Core Scientific initiated with an Overweight at Wells Fargo Wells Fargo analyst Eric Luebchow initiated coverage of Core Scientific with an Overweight rating and $28 price target. The firm views the company as the industry-leader in converting announced deals to operating megawatts. Core Scientific has a significant pipeline with AMD that should translate into incremental near-term leasing, the analyst tells investors in a research note. Well says the AMD lease diversifies Core's business and provides a reservation pipeline.

$CORZ Just because the datacenter is geared toward AI, normal everyday enterprise class server farms can just as easily be hosted. The plus side is the AI configured rack kw capacity far exceeds the power needed at the rack level for non-AI workloads. Even Equinox /Digital Realty are behind in the area of kw capacity at the rack. Stop being so short-sighted - the AI data centers are NOT one-trick ponies.

$CORZ Should have took the deal with CRWV........ Cut your nose off...... Your lucky you still have CRWV as a tenant paying you rent..

$CORZ Hopefully whoever bought those millions of dollars of Oct 16 calls cut their losses or using it for a hedge. Not gonna pay either way.