CORZ - Core Scientific Stock Analysis: Monetizing 1.2GW for the AI Boom | Q3 2025

Описание: In this episode, we talk about Core Scientific, a company that recently emerged from bankruptcy, presents a fascinating market contradiction, as its stock soared despite reporting what appeared to be massive financial losses, including a near one billion dollar net loss in one quarter. This apparent loss was actually an accounting illusion tied to rising stock warrants, masking the underlying story of the company’s pivot from struggling Bitcoin mining to the AI infrastructure boom. The company's true value lies in its possession of 1.2 gigawatts of pre-connected power, a critically scarce resource that enables an AI power arbitrage—transitioning power from low-value Bitcoin use to high-value AI use, effectively doubling its potential worth. This hidden value prompted a $9 billion buyout offer from AI giant Coreweave, which shareholders rejected, establishing the offer as a floor valuation for a company poised to become a key power supplier in the rapidly expanding AI era.

Timeline
00:00 Core Scientific: Bankruptcy, huge losses, and the AI gold rush contradiction.
00:45 Solving the mystery: Why the near billion-dollar loss was actually an accounting illusion.
01:30 Core Scientific is two companies: struggling Bitcoin mining vs. booming 45%+ AI collocation growth.
02:15 The invisible golden ticket: Core Scientific controls 1.2 GW of scarce, grid-connected power.
03:15 The AI power arbitrage and the dramatic $9B offer from Coreweave that was rejected.
04:00 The path forward: Coreweave becomes the main customer; risks associated with the standalone plan.
04:45 Upcoming catalysts and the final defining question: Dinosaur or Power Baron of the new AI era?



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