Added to YB: 2026-09-25
Pitch date: 2026-09-22
CORZ [neutral]
Core Scientific, Inc.
-3.21%
current return
Author Info
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Company Info
Core Scientific, Inc. provides infrastructure for high-density colocation services and digital asset mining in the United States.
Market Cap
$6.0B
Pitch Price
$18.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-149.93
P/E
-3.70
EV/Sales
19.70
Sector
Software
Category
growth
NeoCloud Thesis: The Best Players, How They Make Money, and Their Path to 5x - Core Scientific, Inc.
CORZ (quick overview): Core Scientific provides space, power and cooling for customer-owned GPUs, but the thesis effectively underwrites CoreWeave’s cluster expansion rather than an independent platform. Execution is real, with 437 MW live and conversion faster than peers, yet the estimated probability of a 5x return in five years is only ~15%; that outcome requires CoreWeave to keep absorbing halls and investors to overlook single-tenant concentration.
Read full article (1 min)