The stock sold off hard after quarter-end, but the timing of this buy suggests a longer-term infrastructure bet rather than a short-term crypto trade.New York City-based DSC Meridian Capital disclosed a substantial buy of Core Scientific (CORZ 7.88%) in a November 14 SEC filing, a move that contributed to an increase in its position by $25.4 million.What HappenedAccording to an SEC filing on November 14, DSC Meridian Capital increased its stake in Core Scientific (CORZ 7.88%) by nearly 1.4 million shares, b ...

Core Scientific, Inc. is a leading provider of blockchain infrastructure and digital asset mining services in North America, operating a network of advanced data centers. The company leverages proprietary technology and large-scale facilities to optimize mining efficiency and deliver robust hosting solutions to institutional clients. Its integrated business model and focus on operational scale position it as a key player in the evolving digital asset infrastructure market.The company operates a dual busines ...

For more than a century, the United States and the United Kingdom have been amongst the most influential nations in finance, working together to create the playbook for global trade and markets. Today, that partnership is entering a new phase as both countries commit to closer cooperation on digital assets—a gambit that could further entrench Washington and London at the vanguard of global finance, even as hubs like Singapore and Dubai emerge as formidable challengers. This latest U.S.-UK tie-up comes via ...

Core Investment Themes - The current market is characterized by significant technological megatrends, including autonomous vehicles, digital assets, AI, and the digital economy, which present exciting investment opportunities [1] - Despite market volatility, these fluctuations are often temporary pauses in a larger upward trend [2] Company Opportunities - Uber Technologies, Coinbase Global, and Micron Technology are highlighted as top investment opportunities for the second half of 2025, each linked to high-growth secular themes and showing strong market performance [3][4] Uber Technologies - Uber is positioned as a leader in automated transportation, with a vision to integrate autonomous vehicles, which could enhance efficiency and profit margins [6] - The company has transitioned from operating losses to generating significant profits and free cash flow, with a projected earnings growth rate of 27.2% annually over the next three to five years [7] - Uber's stock is currently trading at 33 times forward earnings, which is considered reasonable given its growth potential, and it ranks sixth among S&P 500 performers year-to-date [8] Micron Technology - Micron is emerging as a key player in the AI infrastructure sector, providing essential high-bandwidth memory chips and DRAM solutions [10] - The stock has seen a significant increase in value, with analysts projecting a 46.5% sales growth this year and over 500% earnings growth, while trading at a reasonable valuation of 16 times forward earnings [12] - Micron's fundamentals are improving, and it is well-positioned to benefit from the ongoing AI-driven semiconductor cycle [13] Coinbase Global - Coinbase, the largest cryptocurrency exchange in the US, is benefiting from renewed institutional interest in digital assets and is positioned at the center of the evolving crypto-financial system [16] - The platform remains a leader in the market, offering various services for both retail and institutional investors, despite operating in a volatile sector [17] - Technically, Coinbase's stock is forming a bullish continuation pattern, with a potential breakout above the $365 resistance level [18] Conclusion - Uber, Micron, and Coinbase are not only trend followers but also core enablers of future growth in their respective sectors, making them attractive options for long-term tech-driven investment strategies [20][21]