CORZ

状态日期：2026-05-27

谨慎

中低中未知

Serenity观点

看空

推文立场

价格动量

看多

60D / 252D

信号分数

43

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-

未知

概览

核心结论

作者立场：看空；价格动量：看多。最新证据：Massive risk... if the tenant goes down, so does their near term revenue 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 7 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看空

价格动量

看多

首次提出

2025-11-02 23:55

来源

llm

更新时间

2026-01-18 00:27

作者立场：看空；价格动量：看多。最新证据：Massive risk... if the tenant goes down, so does their near term revenue

当前观点证据

2026-01-18 00:27看空

Massive risk... if the tenant goes down, so does their near term revenue

Serenity 变化

时间线

首次提出2025-11-02 23:55看多

原推

You’re right, I missed $CORZ. ... Should just treat it as standalone now ... $8.7 billion colo with $CRWV over 12 years gives $CORZ more predictable cashflows

2026-01-18 00:27看空观点变化
Massive risk... if the tenant goes down, so does their near term revenue
2025-12-17 18:36看多事实更新
This de-risks $CORZ by reducing OpenAI contagion
2025-12-17 12:15看多事实更新
companies downstream from $APLD and $CORZ improve as well from lower counterparty risk
2025-12-11 10:09看多风险更新
$ALPD + $CORZ are linked to $CRWV which are linked to OpenAI
2025-11-30 19:16看多事实更新
For $CIFR, $WULF, $CORZ and the others, it would require a whole new analysis not factoring in GPUs

新鲜度

新增信号

SEC

24h 07D 030D 0新闻 0披露 7

复核时间：2026-06-26

证据

证据摘要

最新期 -营收 -Beta -披露 8-K

展开证据详情

年度数据

基本面证据

当前 profile 没有可解析的财务序列。

简读 + 重点消息

消息面

0 条 7日新闻，压力低。

2026-05-18 08:58finbold.com

Leopold Aschenbrenner just updated his stock portfolio

2026-05-15 11:14seekingalpha.com

Buy Core Scientific Over Applied Digital

2026-05-14 13:21investopedia.com

Bitcoin Miners That Got Into AI Have Soaring Stocks. These Experts See More Gains Ahead

近期披露

披露信息

最新披露为 2026-05-26 的 8-K；近 30 天共有 7 条披露。已观察表格：10-Q x1, 8-K x9。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-268-K

core-20260526.htm

2026-05-158-K

core-20260512.htm

2026-05-0610-Q

core-20260331.htm

近期推文

作者立场

立场

看空

价格动量

看多

2026-01-18 00:27看空

Massive risk... if the tenant goes down, so does their near term revenue

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

-

敏感度

成长敏感

情绪风险

中

估值风险

未知

背景

行业与主题

ai-infrastructure

ai-infrastructurecrypto-digital-assets

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

RULES event bus baseline_update: bearish
filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

ai-infrastructure

提及 19新闻 0股票 96

股票池

CORZ

谨慎中低中未知

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

看空

llm

价格动量

看多

60D / 252D

信号分数

43

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

7

8-K

收入同比

-

未知

Beta

-

成长敏感

llm · 2026-01-18 00:27

Serenity 时间线

首次提出2025-11-02 23:55看多

原推

You’re right, I missed $CORZ. ... Should just treat it as standalone now ... $8.7 billion colo with $CRWV over 12 years gives $CORZ more predictable cashflows

2026-01-18 00:27看空观点变化
Massive risk... if the tenant goes down, so does their near term revenue
2025-12-17 18:36看多事实更新
This de-risks $CORZ by reducing OpenAI contagion
2025-12-17 12:15看多事实更新
companies downstream from $APLD and $CORZ improve as well from lower counterparty risk
2025-12-11 10:09看多风险更新
$ALPD + $CORZ are linked to $CRWV which are linked to OpenAI
2025-11-30 19:16看多事实更新
For $CIFR, $WULF, $CORZ and the others, it would require a whole new analysis not factoring in GPUs