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7/2/25 :: VROCKSTAR :: NASDAQ:CORZ Have we forgotten...? - there's a possible deal happening here - btc is ripping and so your downside beta is probably somewhat stagnant from the deal bid - and then you just have natural rip on all energy/ hpc-btc complex stuff beta ripping - nevermind the actual announcement potential - bankers like to not work in july and especially august - so *if* there is a deal here, my guess is it's probably communicated one way or the other sooner v later - how quickly the market is ready to bid other chitco miners and not the one w/ the most tangible deal potential in the ST but you do you. keep buying qubt and sym... enjoy i'll stick to the high signal, better r/r on s/t like this and for the degen stuff... well i've written about a few others today that are interesting setups far superior to the softbank and retail memes i denote above in this para. check out $btcs... lmk what u think but in the meanwhile. i still like this bitcoin beta w/ a deal backstop V

6/26/25 :: VROCKSTAR :: NASDAQ:CORZ Probably - NASDAQ: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 NASDAQ:CRWV embedded - we know NASDAQ:CRWV needs power and NASDAQ:CORZ has a power portfolio - we have seen many take privates in the last 6 months - NASDAQ: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 (posi