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

<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

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>If 2021 was the year when crypto SPACs became mainstream, 2022 was the year of what could have been.</li><li>This week, Peter Theil-backed crypto exchange Bullish finally called it quits on its $9 billion merger with Far Peak Acquisition Corp, nearly seventeen months after announcing the transaction in July 2021.</li><li>Bullish isn’t the only though; several large Crypto SPAC transactions, like Circle, Roxe, and eToro, have all been called off their mega-mergers this year due to regulatory hell.</li></ul>

If 2021 was the year when crypto SPACs became mainstream, 2022 was the year of what could have been.This week, Peter Theil-backed crypto exchange Bullish finally called it quits on its $9 billion merger with Far Peak Acquisition Corp, nearly seventeen months after announcing the transaction in July 2021.Bullish isn’t the only though; several large Crypto SPAC transactions, like Circle, Roxe, and eToro, have all been called off their mega-mergers this year due to regulatory hell.

What Will Crypto SPACs Look Like in 2023?

Thematic (Sector/Industry)

<ul><li>With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.</li><li>Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.</li><li>However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.</li></ul>

With cryptocurrency prices skyrocketing over 10x since 2020, a host of mining companies, including PrimeBlock, Core Scientific, BitFuFu, Bitdeer, Griid, and Cipher Mining, have either announced or made their public market debuts through SPAC mergers.Surging crypto prices, combined with a shortage of ASIC miners (cryptocurrency mining equipment), meant that investors chose to pursue publicly traded mining stocks as an alternative to pursuing the profitable opportunity.However, several factors could dampen the interest in crypto mining companies going forward, including fears of extended crypto winter, heightened regulatory scrutiny regarding mining practices, and deteriorating sales &amp; margins.

Independent Research, SPACs, SPAC Track

SPAC Track

Independent Research, SPACs

Equity Capital Markets

<ul><li>Power &amp; Digital Infrastructure Acquisition Corp. (XPDI) shareholders approved its merger with Core Scientific</li><li>Vistas Media Acquisition Company Inc. (VMAC) shareholders approved its merger with Anghami</li><li>ACE Convergence Acquisition Corp. (ACEV) announces a $200M convertible note consisting of $175M in new financing from Oaktree and $25M from an ACE investment partner</li></ul>

Power &amp; Digital Infrastructure Acquisition Corp. (XPDI) shareholders approved its merger with Core ScientificVistas Media Acquisition Company Inc. (VMAC) shareholders approved its merger with AnghamiACE Convergence Acquisition Corp. (ACEV) announces a $200M convertible note consisting of $175M in new financing from Oaktree and $25M from an ACE investment partner

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

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

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

What Will Crypto SPACs Look Like in 2023?

Bullish isn’t the only though; several large Crypto SPAC transactions, like Circle, Roxe, and eToro, have all been called off their mega-mergers...

subSPAC

Digital Gold Rush

The current environment parallels that of the bear market seen in digital assets in 2018. The Global Cryptocurrency Market Cap has fallen from...

subSPAC

The Nightcap from SPAC Track

Power & Digital Infrastructure Acquisition Corp. (XPDI) shareholders approved its merger with Core Scientific. Vistas Media Acquisition Company...

SPAC Track

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)