6/26/25 :: VROCKSTAR :: 
CORZ
Probably
-
CRWV take private?
- we know a few things
- they haven't upgraded their btc fleet in over a year, which says "we're really not in that biz anymore and really only HPC"
- we know there's a mispriced stake inCRWV embedded
- we knowCRWV needs power and CORZ has a power portfolio
- we have seen many take privates in the last 6 months
-CRWV stock is good acquisition currency at the moment esp as nvda/ semis/ narrative remains hawt.
so i'd say this is probably an 80/20
- usually these things take a few weeks to play out
- but given this industry, the px as it stands today
- and "if" it's going to happen and cat "is" out of the bag... my guess is the px is likely in the $20-25/shr region (an educated guess) and it's smart for the acquiring team/ bankers to communicate sooner vs. later.
alas who knows. but this seems like a cheap bi weekly option for what i think could be a 5-10x to 1 in a matter of a week or two (posisson distribution sounds about right for this type of comms) for what it's pricing rn. even a run into the close and perhaps tmr might allow for a take-half-off-ride-for-free. the $15 level is probably unlikely unloosed in the immediate term unless there's "no deal", and again hence the calls (not buying shares).
flagging for those who decide to play the tape
V
CORZProbably
-
CRWV take private?- we know a few things
- they haven't upgraded their btc fleet in over a year, which says "we're really not in that biz anymore and really only HPC"
- we know there's a mispriced stake in
CRWV embedded- we know
CRWV needs power and CORZ has a power portfolio- we have seen many take privates in the last 6 months
-
CRWV stock is good acquisition currency at the moment esp as nvda/ semis/ narrative remains hawt.so i'd say this is probably an 80/20
- usually these things take a few weeks to play out
- but given this industry, the px as it stands today
- and "if" it's going to happen and cat "is" out of the bag... my guess is the px is likely in the $20-25/shr region (an educated guess) and it's smart for the acquiring team/ bankers to communicate sooner vs. later.
alas who knows. but this seems like a cheap bi weekly option for what i think could be a 5-10x to 1 in a matter of a week or two (posisson distribution sounds about right for this type of comms) for what it's pricing rn. even a run into the close and perhaps tmr might allow for a take-half-off-ride-for-free. the $15 level is probably unlikely unloosed in the immediate term unless there's "no deal", and again hence the calls (not buying shares).
flagging for those who decide to play the tape
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.