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Stockchase Opinions

Ivana DelevskaCore ScientificCORZHOLDJan 28, 2026

Historically a bitcoin miner. Over time, has really built expertise in how to build compute very similar to what data centres need on the AI side. Very volatile, as business is misunderstood by market. Securing long-term contracts with hyperscalers (or CoreWeave), power capacity, and land value. Pretty solid business model. Should still do well as a standalone if CRWV deal falls through. It'll come down to execution. 

She owns APLD instead.

$19.52

Stock price when the opinion was issued

$27.71

As of Jun 15, 2026. Market Open.

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Coreweave is buying them (to meet their AI power needs). Take profits if you already own.