Core Scientific. Every tracked FinTwit mention of $CORZ, newest first. 67 mentions since the first on Aug 22, 2025. See the price chart.
July 2026 · 1 mention
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
June 2026 · 9 mentions
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Midas — Leopold Aschenbrenner’s $IREN position is up over 8x since he opened at $7 last year.
He’s now betting on $TE, $SHAZ, $CORZ, and $HIVE.
I track smart money so you don’t have to.…↗
May 30
The Assembly — Leopold Aschenbrenner’s $IREN is up over 8x since he opened at ~$8 last year.
He’s now betting on $SHAZ, $TE, $CORZ, and $RIOT.
We track the smart money so you don’t have to.
Fo…↗
May 29
The Future Investors — 𝗧𝗵𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗚𝗮𝗺𝗲 🎯
Let's play a game. Every investor has these 7 types of positions in their portfolio.
We’ll start 👇
🌱 First position: $SHEL
🆕 Newest posi…↗
The Future Investors — $CORZ Core Scientific is expanding its Pecos campus to 1.5 GW of gross power as it transforms the site into a large-scale AI data center campus ⚡🏗️
The company also secured 300 M…↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 11
Tradable Astronaut — $CORZ just broke out of a multi-month descending wedge on the weekly.
Reclaimed $18.63 resistance.
Above $19 and this has room to run.
Someone agreed. $15.7M in Sep call spreads…↗
March 2026 · 5 mentions
Mar 23
The Future Investors — $CORZ Core Scientific increases its credit facility to $1 billion by borrowing an extra $500 million from J.P. Morgan to fund data center expansion and growth in AI-focused infrast…↗
Mar 17
Midas — This 24 yr old trader flipped $225M into $5.5B in <12 months
> Be Leopold Aschenbrenner
> Ex-OpenAI researcher (fired after AGI manifesto)
> Raise $225M from top founders for AI-f…↗
Mar 10
The Future Investors — $CORZ Core Scientific becomes the official data center partner of Cadillac’s new Formula 1 team, helping build scalable high-density infrastructure to support simulations, engineer…↗
pennyether — Macro Update - Amusing to me that market is selling the baby with the bathwater. A decline in BTC price doesn't change the core assets these tickers hold, nor does it affect execut…↗
Feb 5
Black Panther Capital — 🚨ALERT: 50% of Data Centers will NEVER connect to the grid.
Half of the data centers announced in the last 24 months will NEVER connect to the grid.
Kevin O’Leary said it. The d…↗
January 2026 · 6 mentions
Jan 28
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Serenity — Breaking: Elon Musk has sued OpenAI for $134 Billion.
Prediction markets have priced the odds of Elon winning at 59% as of today.
This may be alarming.
If OpenAI loses thi…↗
Jan 11
Midas — This ex-OpenAI researcher outperformed every hedge fund by holding $IREN $INTC $CRWV $CORZ
Leopold Aschenbrenner is the GOAT. https://t.co/dUnjY4EYnS
December 2025 · 6 mentions
Dec 24
Black Panther Capital — @TheTechInvest neoclouds like $IREN $CORZ $CIFR $CLSK are the real bottleneck breaker for hyperscalers cheaper and faster ramp than building hyperscale campuses from zero. called t…↗
Gaetano — 🚨 What’s going on with neo-clouds right now?
$NBIS $CRWV $APLD $CORZ $CIFR $IREN
This corner of AI infrastructure has been hit hard.
Not because demand for AI compute disappeare…↗
Mike Bucella — @anni_sen $CORZ closed down 14bps on the day, but I expect it should do well tom.↗
Oct 30
The Future Investors — $CORZ $CRWV Core Scientific investors rejected CoreWeave’s $9B takeover bid, saying it undervalued the company’s future. The failed deal is a blow to CoreWeave’s AI growth plans wi…↗
Oct 21
The Future Investors — $CRWV $CORZ ISS recommends shareholders reject CoreWeave’s $9B all-stock deal for Core Scientific, saying the offer may not reflect its full potential 🚫⚠️
What do you think — sho…↗
Mike Bucella — Apple tapping into @TeraWulfInc partner @Google for AI development, reaffirming the scale and needs of the AI industry from the energy infrastructure sector.
$WULF $IREN $CIFR $H…↗
June 2025 · 1 mention
Jun 27
Leveraged Cat — Seems like the $CRWV buyout of $CORZ marks the true start of the rotation to $NBIS
It holds up to fundamental logic, $NBIS doesn’t need acquisitions since they are vertically inte…↗
— Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…
Midas — 1. $CIFR
2. $WULF
3. $CORZ
4. $BTDR
5. $HIVE
If this helped you out, follow me for more.↗
Jun 2
pennyether — @dinodoodeTV @edzitron I've only listened to a few casts from a year ago. At the time he was bitching about how nobody uses AI, that it provides little real world utility, and that…↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Midas — $SHAZ
$WYFI
$CORZ
$HIVE
$TE
If this helped you out, follow me for more!↗
— ⚡ Crypto miners + AI compute names are catching strong momentum again.
$IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across…
The Future Investors — $CORZ Core Scientific appointed former Equinix CEO Steve Smith to its Board of Directors 👨💼
Smith brings 35+ years of data center and digital infrastructure experience and wil…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 18
Michael | Hypermarkets — 🟡 TRIMMED (taking some profit):
$BE fuel cell power, up 1,000%+ from his entry
$SEI Solaris Energy, profit-taking
$CORZ Core Scientific, still holds but smaller
$INTC sold sha…↗
May 18
InvestmentGuru — Neocloud / AI Hosting
$CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone.
$CORZ (Core Scientific) — 9.8%. Added +42%.
$IREN — 7.7%. Added +21%.
$APLD (Applied…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 17
InvestmentGuru — $CORZ $NBIS $VRT - AI infrastructure
$CORZ — Bitcoin Miner Turned AI Data Center Operator
Core Scientific made one of the boldest pivots in the market — from crypto mining to hi…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Black Panther Capital — 1/6. The playbook in one sentence:
Find the physical constraint that capital cannot route around. buy the company that controls it. ignore everything else.
Here’s what most peopl…↗
May 13
pennyether — A year ago: @edzitron whining that $CRWV can't grow because $CORZ is "unproven" and "formerly bankrupt" etc etc. ~250MWs delivered and latest guidance was 450MWs by this summer..…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch you hallucinating?
$nbis '26 arr guide $8bn vs. $crwv at $18bn. 2.3x the rev.
$crwv $90bn net debt and operating leases forecast end '26
nebius $10bn net
same…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 6
Jason's Chips — As I have said
D E N S I F I C A T I O N
is happening
$CORZ just did their SECOND 1.5 GW site expansion. Utilizing a “scalable behind-the-meter solution” (a.k.a. Bloom LOL).
Mo…↗
May 6
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 6
The Future Investors — $CORZ Core Scientific plans to expand its Muskogee campus to 1.5 GW of gross power, including 1.0 GW of leasable capacity ⚡
The company is acquiring Polaris DS and already started…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
— These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…
The Future Investors — $CORZ Core Scientific, is accelerating its transition from bitcoin mining to AI data centers with a 1.5 GW growth pipeline, driven by a new 430 MW site in Texas (via ERCOT) and a 3…↗
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 2
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
— Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift…
Serenity — @crux_capital_ Thanks! There were some other posts about the Speed act passing and “bullish for $NBIS and $CIFR”, which is helpful.
But I just wanted to break down “why” since the…↗
Daave “3 and 30” Tepper — @BenBajarin i gotta think glxy gets lit up but i have a hard time knowing the valuation. was somewhat early into $corz - felt equally icky - but most time-to-power plays are well…↗