GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF - Recent news and sentiment analysis
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Core Scientific (CORZ) - DD
The unforgotten gem in AI / data center space. People often mention $CIFR, $WULF, $APLD, but $CORZ is not talked about enough. Let’s begin by addressing the real bottleneck in AI growth: power. The more access to immediate power you have now, the more big tech are willing to pay. What data center companies have isn’t special, any big tech company can build a data center, but they need it NOW and in near future and these projects take years (to secure power from Utility company, to then build transformers/substations, and then construction of actual building + deployment of liquid cooling and GPUs). RIOT’s latest estimate for when they can get new power from Utility company is from 36 months - 48 months depending on the area in the US. If you have power already contracted, you are in a perfect position to take advantage of AI demand. What does CORZ have? They have 1.3GW in power active, and a 1GW pipeline. 700MW of these form a critical load of 590MW which they’ve leased out to CRWV for $10.9B over 12 years. Their margins on this colocation deal are 80%. They will have this power ready by H2 2026. This means starting next year, they will generate $908M in revenue annually, and $720M in annual profit in 2027+. This is only for the 590MW of critical load to CRWV. They have 90MW of critical load to also lease out (active) for AI, and another 400MW dedicated to BTC (if they’re smart they say scratch that let’s also use it for AI). What they also have is a 1GW pipeline to expand into. At $20.4 the company is 6.4B market cap. Super undervalued. Only issue: this hanging acquisition from CRWV. The board meeting for when shareholders vote FOR or AGAINST this is TOMORROW: October 30, 2025 at 10AM ET. The deal basically says for every CORZ share you get 0.1235 CRWV shares in an all equity stock deal. The issue is as of October 29, the deal is at a negative spread of 22%. CRWV price is $135. CORZ price is $20.5. Means if shareholders vote yes tomorrow, they lose 22% of their money then and there. Hence, they’re pricing in a NO vote. The biggest active shareholder Two Seas Capital, has urged investors to vote AGAINST this deal. Situational awareness which owns almost 10% of the company has kept increasing their stake of the company from about 3% to 10%, over the last 2 months. CORZ position is now 35% of their total portfolio. I don’t think they kept increasing their position to lose 22% tomorrow, hence the NO vote. After this deal is done, I expect the two companies prices to no longer fluctuate together, and I expect a massive rally in CORZ. Position posted. Best of luck.
TNDM undervalued gem with a great product.
TNDM undervalued gem with a great product.
World lost a gem! GM Naroditsky is dead!
World lost a gem! GM Naroditsky is dead!
$ENS. See you boys at the open buying this hidden battery gem trading at a low p/e.
$ENS. See you boys at the open buying this hidden battery gem trading at a low p/e.
Pharma is a hidden gem waiting for more catalysts Catalysts being U.S gov’t news. Yup I know exact...
Pharma is a hidden gem waiting for more catalysts Catalysts being U.S gov’t news. Yup I know exactly what you’re thinking. But big foreign profit reductions ≠ dump. Check U.S based Pharma Sep 30. Most favored nation blah blah. U.S based Pharma is poised for a breakout sometime soon. TrumpRX, as it’ll be called. It’s probably going to be a shit website but it’ll be government backed and have TACOs name written all over it. Calls on companies providing the RX’s. I’m thinking Pfizer, Moderna, Etc.
If you missed out on PATH, get in on DOCN ‼️ the guy who gave us path just posted this gem https:/...
If you missed out on PATH, get in on DOCN ‼️ the guy who gave us path just posted this gem https://www.reddit.com/r/wallstreetbets/s/ZxCU7i2lkM
LAC (Lithium Americas Corp) stock is up 212% in past month due to the potential of its flagship Thac...
LAC (Lithium Americas Corp) stock is up 212% in past month due to the potential of its flagship Thacker Pass project in Nevada. It is now at a very high valuation. BUT: A hidden gem called "Surge Battery Metals" has a comparable called Nevada North Lithium Project at a very low valuation. Check out Page 14 of the comparison between Thacker Pass vs. Nevada North Lithium Project: * [https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14](https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14)
LAC (Lithium Americas Corp) stock is up 200% in past month due to the potential of its flagship Thac...
LAC (Lithium Americas Corp) stock is up 200% in past month due to the potential of its flagship Thacker Pass project in Nevada. It is now at a very high valuation. BUT: A hidden gem called "Surge Battery Metals" has an equivalent called Nevada North Lithium Project at a very low valuation. Check out Page 14 of the comparison between Thacker Pass vs. Nevada North Lithium Project: [https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14](https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14)
LAC (Lithium Americas Corp) stock is up 200% in past month due to the potential of its flagship Thac...
LAC (Lithium Americas Corp) stock is up 200% in past month due to the potential of its flagship Thacker Pass project in Nevada. It is now at a very high valuation. BUT: A hidden gem called "Surge Battery Metals" has an equivalent called Nevada North Lithium Project at a very low valuation. Check out Page 14 of the comparison between Thacker Pass vs. Nevada North Lithium Project: [https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14](https://wp-surgebatterymetals-2024.s3.ca-central-1.amazonaws.com/media/2025/10/Surge-Battery-Corporate-Presentation.pdf#page=14)
AMD single handedly about to save my portfolio what a fucking gem
AMD single handedly about to save my portfolio what a fucking gem
NB is almost a hidden gem... Buy it before mainstream hits it...
NB is almost a hidden gem... Buy it before mainstream hits it...
TTI hidden mineral gem
Hidden gem: Nevada North Lithium Project
Hidden gem: Nevada North Lithium Project
$fsly the hidden gem started moving heh, the only thing that didnt 1x in bull market
$fsly the hidden gem started moving heh, the only thing that didnt 1x in bull market
Calls Bitdeer Technologies. Watch out for this GEM.
Calls Bitdeer Technologies. Watch out for this GEM.
Can’t believe I missed this episode years ago. [A true gem](https://youtu.be/vlXJbLXhbGQ?si=_0mMHCzX...
Can’t believe I missed this episode years ago. [A true gem](https://youtu.be/vlXJbLXhbGQ?si=_0mMHCzXgIU7xdYB)
Who? What? Yeah its the animals farting causing climate change gem nothing to do with the 7billion ...
Who? What? Yeah its the animals farting causing climate change gem nothing to do with the 7billion humans farting and destroying the environment.
Is USAR a gem?
$MDAI is undervalued and a hidden gem. Stoked to see you all get into it with me and make some $$$
$MDAI is undervalued and a hidden gem. Stoked to see you all get into it with me and make some $$$