Professional
Added to YB: 2026-06-05
Pitch date: 2026-05-30
CORZ [bullish]
Core Scientific, Inc.
+4.2%
current return
Author Info
No bio for this author
Company Info
Core Scientific, Inc. provides infrastructure for high-density colocation services and digital asset mining in the United States.
Market Cap
$9.2B
Pitch Price
$26.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-136.59
P/E
-8.62
EV/Sales
29.17
Sector
Software
Category
growth
Jackson Peak Capital Portfolio Holding: Core Scientific, Inc.
CORZ (added to position): HPC colocation provider pivoted from crypto to AI infra. Core asset: ~590MW CoreWeave contract (12yr, $10B+ revenue) plus ~1.5GW total pipeline. Re-engaged Q1 as compute/power shortage builds into 2026. Q1 entry priced in no new contracts. Catalyst: new colo customers in 2026 driving re-rate + lower concentration risk post-failed CoreWeave deal. Risks: execution, signing pace, AI capex cycle.
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