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$CORZ

Core Scientific
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Core Scientific operates digital infrastructure for Bitcoin mining and high-performance computing workloads.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Leopold owns 10% of Core Scientific as energy supplier to CoreWeave▾

Core Scientific provides the energy grid infrastructure for CoreWeave's data centers, creating a levered bet on the neo-cloud supply chain: owning both the GPU hosting provider and its power partner.

unknownT3Limitless Podcast2026-03-03
confidence 66 / 100impact High
key themes
  • AI Infrastructure100%
  • Grid & Power Infrastructure100%
  • Neoclouds & Cloud Computing100%
  • Enterprise AI Adoption50%
  • Crypto & Digital Assets50%

bull thesis · 2

85 / 100
  • •Leopold owns 10% of Core Scientific as energy supplier to CoreWeave
  • •Leopold takes levered bet on CoreWeave via private investment in Core Scientific

bear thesis · 0

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  • — none —

mentions · 2

Limitless PodcastLeopold Aschenbrenner says "No More Stocks!"1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:006:0012:0018:0025:00
Limitless PodcastForget NVIDIA | This 24-Year-Old's $4.5B Bet on AI's Real Problem (Leopold Aschenbrenner)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00