Core Scientific (CORZ) vs. CIFR and WULF: Can Its Shift From Bitcoin Mining to AI Colocation Unlock Long-Term Value?

Is CORZ a good stock to buy? We came across a bullish thesis on Core Scientific, Inc. on RA Capital’s Substack by The Analyst’s Journal. Since the thesis was published on August 10^th, CORZ shares have pulled back as investors grew more cautious about the debt and funding needed to build AI data centers, creating a near-term headwind even as contracted colocation demand supports its longer-term growth case. In this article, we will summarize the bulls’ thesis on CORZ. Core Scientific,...