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← @alvin0617

$CORZ

BULLISH2026-05-13
Price around the call
↑ 2026-05-13
By horizon✓ hit+12.4%
1d
✗ -1.6%
5d
…
21d
✓ +12.4%
Original post
alvin617.eth 🦇🔊 · 2026-05-13

比特幣礦企轉型是當前最熱門的股市敘事之一 👀 我認為會是遠遠被當前市場低估的一環 去年七月就寫到了 CoreWeave , Core Scientific 和 Nvidia 沒想到就這樣成為了當前市場的核心敘事之一了 $CRWV $CORZ $NVDA 中 $CORZ 距離當時漲幅近 70% 1️⃣ BTC 礦企轉型 AI 資料中心佔 22%,再加上電力股的話基本上就是近 Leopold 一半的基金持倉了 2️⃣ CoreWeave 佔組合 17.6%,含期權部位的話是當前整體的第二大持倉,槓桿超過 6 倍(672%)是最激進的倉位,Leopold 認為 Neocloud 就是 AI 時代的 AWS 3️⃣ CoreWeave 先前本來要收購 Core Scientific 但後續轉為長期的策略合作 雙方簽署了長達 12 年 的長約,Core Scientific 將為 CoreWeave 提供高效能運算 (HPC) 資料中心容量 預計這項合作為 Core Scientific 帶來的總潛在營收超過 100 億美元

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