CORZ Core Scientific Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
09:54
Sep 02
Sep 02
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
LOW
13:22
Aug 28
Aug 28
The author notes Bitcoin miners are attempting to find a bottom but explicitly states there is.
The author notes Bitcoin miners are attempting to find a bottom but explicitly states there is no confirmation yet, keeping them on watch rather than taking a directional position.
LOW
00:01
Aug 25
Aug 25
A great speculative AI infrastructure play.
CoreWeave is a 'terrific spec' on the continued AI buildout. As a provider of underlying AI infrastructure, it stands to benefit as the theme grows, regardless of which specific AI applications or platforms ultimately succeed. It's a speculative play due to its balance sheet, but a good one.
MED
01:15
Aug 20
Aug 20
Data center stocks could drop around midterms.
Data center plays and related proxies like Oracle could get crushed around the November midterms due to growing public anger and political pushback over AI data centers' massive resource consumption.
MED
20:34
Aug 19
Aug 19
Author criticizes FOMO buying in crypto and Microstrategy while suggesting neoclouds like.
Author criticizes FOMO buying in crypto and Microstrategy while suggesting neoclouds like Coreweave as a currency debasement hedge, but frames it as hypothetical rather than a current position.
20:09
Aug 17
Aug 17
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF.
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF or picking individual holdings, but frames it as an option rather than a personal position.
LOW
15:18
Aug 17
Aug 17
Aschenbrenner bought power and compute inputs
Analyzes Q2 13F showing Aschenbrenner built new positions in power, neoclouds, and bitcoin miners as compute inputs.
MED
08:18
Aug 17
Aug 17
Stock is significantly undervalued in its sector
Author considers the stock to be significantly undervalued relative to its sector peers.
MED
17:21
Aug 15
Aug 15
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
LOW
09:09
Aug 12
Aug 12
Nebius margin gap driven by colocation costs
Compares Nebius, CoreWeave, and IREN margin profiles and cites CoreWeave's CORZ colocation; no directional position or trade call.
MED
22:44
Aug 10
Aug 10
Author reports on hedge fund losses and shared AI infrastructure holdings.
Author reports on hedge fund losses and shared AI infrastructure holdings, framing the trade as incrementally validated but not expressing a personal position, so all tickers remain watch.
09:02
Aug 10
Aug 10
Bitcoin miners' power moat benefits from AI demand
Buy former Bitcoin miners with pre-secured grid-connected power capacity; as hundreds of GW of AI/data center load requests compete for scarce Texas grid access, years-long lead times make existing power infrastructure a structural moat that grows more valuable the longer the bottleneck persists.
MED
20:43
Aug 04
Aug 04
CORZ mispriced despite AMD partnership catalyst
Buy CORZ; the stock is barely green despite an AMD partnership announcement, which the author views as a mispricing — the market is not rewarding a concrete positive catalyst, suggesting upside once sentiment normalizes.
MED
18:00
Aug 03
Aug 03
AI data center pivot gaining traction.
Bitcoin miners are pivoting to AI data center infrastructure, signing new contracts and breaking ground. CleanSpark recently signed its first contract, showing the pivot is gaining traction. Companies like HUT, Core Scientific, and Terawulf have the teams and long-lead-time products in place to execute, and the environment for data center demand is rich as hyperscaler capex moves closer. The analyst is bullish on these names for the next 6-12 months.
HIGH
14:05
Jul 31
Jul 31
Short a basket of high-leverage datacenter and crypto-miner names into a potential 2027 credit.
Short a basket of high-leverage datacenter and crypto-miner names into a potential 2027 credit tightening cycle; these names operate on tight balance sheet financing and terminal value assumptions vulnerable to credit spread widening, elevated power prices, lease rate compression, or AI/compute demand disappointment, per S&P and JPMorgan warnings on hyperscaler leverage.
MED
12:58
Jul 31
Jul 31
Author argues the bear case may play out next year.
Author argues the bear case may play out next year, dismissing insulation claims by citing market panic selling, but offers no explicit short position or downside target.
11:40
Jul 31
Jul 31
Citigroup upgrades Baxter to Neutral, KBW upgrades Core Scientific and cuts Blackstone Mortgage.
Citigroup upgrades Baxter to Neutral, KBW upgrades Core Scientific and cuts Blackstone Mortgage, JP Morgan upgrades Patterson-UTI, H.C. Wainwright upgrades Karyopharm, Benchmark downgrades Roblox to Sell, and Stephens adjusts NBT Bancorp rating.
23:27
Jul 30
Jul 30
Author says shorting these datacenter names is not yet the time.
Author says shorting these datacenter names is not yet the time, making it a watchlist rather than an active short position.
23:26
Jul 30
Jul 30
Listed as highest-risk datacenter/AI infrastructure names in a potential 2027 credit tightening.
Listed as highest-risk datacenter/AI infrastructure names in a potential 2027 credit tightening cycle; no individual mechanisms provided, rhetorical risk basket only.
LOW
16:47
Jul 30
Jul 30
The author reports a massive rally in neocloud and data center names after Citadel acquired.
The author reports a massive rally in neocloud and data center names after Citadel acquired a portfolio, but frames it as a watchlist observation rather than a personal position or forward call.
14:16
Jul 30
Jul 30
The author notes a broad double-digit rally in neocloud/data center names driven by META/GOOGL.
The author notes a broad double-digit rally in neocloud/data center names driven by META/GOOGL capex news and a perceived illogical selloff, but lists them as a watchlist rather than current positions.
LOW
11:35
Jul 29
Jul 29
Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks.
Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks including ABBV, KO, and F in a broad round of analyst upgrades.
19:11
Jul 28
Jul 28
Buy CORZ; stock is underreacting to a concrete AMD partnership catalyst.
Buy CORZ; stock is underreacting to a concrete AMD partnership catalyst, implying significant upside mispricing in an oversold AI infrastructure name.
MED
12:22
Jul 28
Jul 28
Pre-market movers report shows earnings beats and guidance raises for CDNS, WELL, JNJ, UPS, CNC.
Pre-market movers report shows earnings beats and guidance raises for CDNS, WELL, JNJ, UPS, CNC, KO, and SHW, while UHS, RCL, PNR, and GLW face negative catalysts.
04:56
Jul 26
Jul 26
The author lists a series of tickers without providing specific directional guidance.
The author lists a series of tickers without providing specific directional guidance or position disclosures, suggesting these names are merely being monitored for future developments.
LOW
20:17
Jul 16
Jul 16
Buy CORZ as a bitcoin mining/AI compute infrastructure play.
Buy CORZ as a bitcoin mining/AI compute infrastructure play; author deploys fresh capital citing AI buildout acceleration and leverage-driven dip in high-beta names.
MED
23:15
Jul 04
Jul 04
Author explicitly endorses the quoted neocloud/data-center dip list as a 'massive buying.
Author explicitly endorses the quoted neocloud/data-center dip list as a 'massive buying opportunity here imo'; CORZ is one of the named dip-buy tickers.
20:17
Jul 01
Jul 01
Watch bitcoin miner/HPC names; research frames them as further out on the risk spectrum.
Watch bitcoin miner/HPC names; research frames them as further out on the risk spectrum relative to pure neoclouds in the context of META's potential compute resale — analytical mapping, not author positions.
MED
16:58
Jul 01
Jul 01
Watch this basket of bitcoin miner/compute names.
Watch this basket of bitcoin miner/compute names — author flags they carry more spot compute pricing risk than contracted neoclouds if Meta's resale softens marginal GPU rental prices. No position language from author.
MED
13:35
Jun 24
Jun 24
The author humorously suggests renaming data centers after cool satellite names but lists.
The author humorously suggests renaming data centers after cool satellite names but lists tickers as a watchlist without stating any personal position or directional call.
LOW
About CORZ Analyst Coverage
Buzzberg tracks CORZ (Core Scientific Inc.) across 31 sources. 17 bullish vs 2 bearish calls from 32 analysts. Sentiment: predominantly bullish (28%). 54 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: aleabitoreddit, asklivermore, Jim Cramer.