Core Scientific has more than 4 gigawatts to energize and $500 million of free cash flow coming from CoreWeave. Selling because it announced no new deal with earnings is foolish, since companies in this group rarely announce deals alongside earnings. x.com 

Core Scientific's big lease with AMD, 500MW to start with a path to 2.5GW, looks good on the math. Per the call, it brings $14B for 530MW over 15 years, 380MW of it triple-net. AMD receives market-priced warrants to buy Core Scientific equity. x.com  x.com 

Core Scientific's failure to secure a data center deal in an environment this strong is a bad sign, coming after the CoreWeave delays. x.com 

Core Scientific is positioned for the AI capacity shortage as AI companies and labs race to lock in capacity years ahead. It leases compute to CoreWeave and signed an AMD deal for up to 2.5GW of future capacity. AI cloud backlogs have passed $150 billion, and one provider said it could sell out its 2027 capacity at today's terms. x.com 

Core Scientific has stopped being a bitcoin miner and become a contracted AI-infrastructure landlord with years of revenue visibility. Its Q2 loss is mostly a non-cash warrant mark, not a broken business. AMD signed as anchor tenant for over 500 MW from 2027, scalable to 2.5 GW, earning warrants only as capacity comes online. The test is on-schedule delivery into 2027; if AMD and CoreWeave both scale as contracted, this is one of the more de-risked demand stories in the AI power trade. x.com  … Show more

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com  x.com 

Core Scientific is the lowest-risk of these AI infrastructure picks, ranked third, because CoreWeave funds the buildout and pays rent under take-or-pay contracts whatever happens in the compute market. It has 590MW contracted, with capex borne by the customer, so it needs little debt. Nvidia's Rubin does not hurt it, since CoreWeave would swap GPUs but keep using its sites and power. The only risk is total dependence on CoreWeave: any trouble there hits Core Scientific directly. x.com 

Core Scientific's selloff over doubts about CoreWeave misses that, if CoreWeave cannot meet its obligations, Core Scientific can re-lease that capacity at 40-60% higher rates. Most of its capacity is tied to CoreWeave, which is why the stock is being hit as CoreWeave's viability is questioned. x.com 

CoreWeave is a high-conviction setup for those who trust management to execute. Its massive backlog makes the balance-sheet math work, but delivering its AI data-center builds is everything. x.com 

Core Scientific is dirt cheap at under 10x contracted annual net operating income, given that most of that income now comes from investment-grade AMD. x.com