repost if you think $CORZ is going to $10 soon

MSFT 10-K: We expect capital expenditures to increase in coming years to support growth in our cloud offerings and our investments in AI infrastructure and training

hi congrats on the quarter ARE YOU/YOUR CUSTOMERS SEEING SUFFICIENT ROI ON AI CAPEX PLEASE PLEASE PLEASEPLEAS EEEEEEEE

Insane 9x increase in PJM power auction prices from last year. $CEG and $VST up 11% afterhours. The need for C02 free 24x7 baseload is real. A powerful signal for the urgent need and future of #nuclear. #uranium financialpost.com/pmn/business-p….

If you panic sell here ur ngmi

Today, Core Scientific announced exercise of additional contract option by CoreWeave for delivery of ~112 MW of additional infrastructure to host high-performance computing operations. -Expands total contracted #HPC infrastructure by CoreWeave to 382 MW at 5 $CORZ sites

Earlier this year, we unveiled our strategy to expand our infrastructure portfolio into HPC for AI compute. Since then, we've made significant waves in the industry, executing our plan month after month to establish and lead our new category in the digital infrastructure

Killashaw Probably lol!!!!!!

It's somewhat endearing that a top-of-the-line mining fleet might match HPC colocation profits, just for a fleeting moment... but colocation is likely the winner on any timescale above a year or two, and almost certainly in the long run. The analysis is fairly simple. The best

CEOs already getting ready to get in front of the narrative. The 80B is bookmarked, and it's getting spent. Bro is shitposting bullish news at 4am, they will posture for earnings, hence buy the dip.

$CORZ talking shit about @IREN on earnings call lmfao. "Just because you have power and land does not make you a datacenter business"

My feed is so bearish what calls should I buy

Predictivepower0 just quick napkin math but somewhere around $40/share seems reasonable - $25 if you give it a stupid low multiple which means downside should be protected. share price takes Fortegra value * 70 % ownership + TITP Cap Book Value all divided by share count

Predictivepower0 and like i said - the net income number there really relies on the fact that they don't continue to burn cash through corporate overhead after a potential sale. would change the calculus with a net income number closer to 130M. so hope they don't do that lol

OPENAI SIGNS FIVE-YEAR CLOUD COMPUTING CONTRACT WORTH $11.9 BILLION WITH COREWEAVE, SOURCES SAY

If it weren't for the president, i think we could have a rally here...

Imagine only making 5 figures today because you are washed and you have no conviction and you sell stuff early huhuhuhuhuhuhuhu

My company owns 1 BTC but if you retards are willing to pay me $1 million for my company than I get to buy 10 BTC using your money!