TubeRank
CORZBullunverifiable
Michael TylerMichael Tyler
“I think that offers a really good risk reward at about a 6 and 1/2 billion dollar market cap compared to others.”

Thesis at the time

Bullish

CoreScientific offers good risk-reward at a ~$6.5B market cap given strong earnings, three hyperscaler talks, and $2B capex expansion for AI data-center demand.

Key arguments

  • Earnings beat and aggressive $2B capex expansion
  • Talks with three hyperscalers (currently only one major customer)
  • Small $6.5B market cap relative to upside if hyperscaler deals close

Counter-arguments acknowledged

  • Single-customer concentration risk

The call

Date said
May 7, 2026
Confidence
medium
Specificity
vague

How it resolved

Status
unverifiable
Why this resolved this way(resolution audit)
Reference price
— (anchored at quote date)
Target used
—
Deadline source
None — neither explicit nor horizon-derived
Age at resolution
4.6 months(from publish date)

Full rules: docs/resolution-spec.md.

Confidence Reasoning

Personal directional view tied to a specific risk-reward assessment, no price target.

Source

Oh Crap... Tom Lee issues 20% Crash Warning.. (Tesla Stock)
Said on May 7, 2026Open on YouTube ↗
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