From Mining To Megawatts -- Core Scientific's High-Density Strategy Unfolds

In our previous report we argued the investment case of Core Scientific. We highlighted how CORZ transformed itself from a struggling bitcoin miner to a key AI -Infrastructure with the help of the contracts and capex commitmentsWe are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by deep diving into valuations, key business drivers, risk/reward, and different future sc ...