External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Formerly bankrupt data center operator specializing in GPU hosting for AI and blockchain projects</li><li>Partnership with Core Scientific to host 200 MW of GPUs offers revenue growth and diversification opportunities</li><li>Potential upside in the next 6 months with analyst day approaching and more hosting announcements, while minimizing downside risk through shorting other BTC miners</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Formerly bankrupt data center operator specializing in GPU hosting for AI and blockchain projectsPartnership with Core Scientific to host 200 MW of GPUs offers revenue growth and diversification opportunitiesPotential upside in the next 6 months with analyst day approaching and more hosting announcements, while minimizing downside risk through shorting other BTC minersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Core Scientific Inc (CORZ) - Tuesday, Jun 11, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Core Scientific, a leading entity in the cryptocurrency mining and data center sector, has recently positioned itself as a pivotal player in the evolving digital infrastructure landscape.</li><li>The firm reported robust financials for the first quarter of Fiscal Year 2024, showcasing significant growth and operational efficiency.</li><li>Notably, Core Scientific rejected an unsolicited acquisition proposal from CoreWeave, an event that merits analysis concerning its impact on shareholder value and corporate strategy.</li></ul>

Core Scientific, a leading entity in the cryptocurrency mining and data center sector, has recently positioned itself as a pivotal player in the evolving digital infrastructure landscape.The firm reported robust financials for the first quarter of Fiscal Year 2024, showcasing significant growth and operational efficiency.Notably, Core Scientific rejected an unsolicited acquisition proposal from CoreWeave, an event that merits analysis concerning its impact on shareholder value and corporate strategy.

Core Scientific Rejects The CoreWeave Unsolicited Offer But What Value Could They Be Expecting? What Makes Them So Attractive? - Financial Forecasts

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.</li><li>Imagine this, you just bought 100,000 GPUs from Nvidia and you don’t have a place to put them or the power to feed them.</li><li>Not being first to market is a huge cost, as the GPU pay back times are very quick right now even for the H100.</li></ul>

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.Imagine this, you just bought 100,000 GPUs from Nvidia and you don’t have a place to put them or the power to feed them.Not being first to market is a huge cost, as the GPU pay back times are very quick right now even for the H100.

<ul><li>High beta stocks with potential catalysts like ondacapital's CORZ investment case are discussed as opportunities</li><li>The rush for AI compute power and demand for power and data center capacity by Cloud providers are driving investment in certain stocks</li><li>Bitcoin miners like CORZ, WULF, and IREN are transitioning towards AI/HPC to capitalize on the demand, with significant upside potential for WULF and IREN</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

High beta stocks with potential catalysts like ondacapital's CORZ investment case are discussed as opportunitiesThe rush for AI compute power and demand for power and data center capacity by Cloud providers are driving investment in certain stocksBitcoin miners like CORZ, WULF, and IREN are transitioning towards AI/HPC to capitalize on the demand, with significant upside potential for WULF and IRENThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Terawulf Inc (WULF) - Sunday, Jun 16, 2024

<ul><li>This is my quarterly piece, where I round up all of my favorite ideas (more explicitly) and explain some semiconductor jargon. This is a meta piece of content.</li><li>First and foremost, I’ll start with performance. SMH returned 14% this quarter, among the best quarters in history for the semiconductor universe (again).</li><li>This quarter's leader was AOSL, who is rumored to have won a socket at Nvidia.</li></ul>

This is my quarterly piece, where I round up all of my favorite ideas (more explicitly) and explain some semiconductor jargon. This is a meta piece of content.First and foremost, I’ll start with performance. SMH returned 14% this quarter, among the best quarters in history for the semiconductor universe (again).This quarter's leader was AOSL, who is rumored to have won a socket at Nvidia.

Fabricated Knowledge Q2 2024 Quarterly Review

United States

Core Scientific, Inc. provides information technology services. The Company offers blockchain and artificial intelligence infrastructure, digital asset self-mining, managed hosting, and technology support services. Core Scientific serves customers in the United States.

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Core Scientific (CORZ US)

Core Scientific Inc (CORZ) - Tuesday, Jun 11, 2024

Potential upside in the next 6 months with analyst day approaching and more hosting announcements, while minimizing downside risk through shorting...

Value Investors Club

Core Scientific Rejects The CoreWeave Unsolicited Offer But What Value Could They Be Expecting? What Makes Them So Attractive? - Financial Forecasts

Core Scientific, a leading entity in the cryptocurrency mining and data center sector, has recently positioned itself as a pivotal player in the...

Baptista Research

Crypto Datacenters NAV

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.

Fabricated Knowledge

Terawulf Inc (WULF) - Sunday, Jun 16, 2024

Bitcoin miners like CORZ, WULF, and IREN are transitioning towards AI/HPC to capitalize on the demand, with significant upside potential for WULF...

Value Investors Club

Fabricated Knowledge Q2 2024 Quarterly Review

Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...

Fabricated Knowledge

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