According to @Andre_Dragosch, a potential acquisition of Bitcoin miner Core Scientific (CORZ) by AI cloud firm CoreWeave could drive the stock price to over $30 per share, a significant increase from its current levels. This analysis is supported by a research note from Cantor Fitzgerald, which values the company based on two key factors. First, a 12-year, $3.5 billion infrastructure lease that Core Scientific signed with CoreWeave is valued at $24 per share. Second, the replacement value of CORZ’s 570MW of power infrastructure adds another $11.70 per share. The report highlights a strategic pivot seen across the crypto mining industry, as noted by Rittenhouse Research, where infrastructure once used for volatile Bitcoin (BTC) mining is being repurposed for more stable, long-term cash flows from AI computing. While this pivot has been successful for some, others like Bit Digital (BTBT) and Canaan (CAN) have struggled, indicating that Core Scientific's model of leveraging its existing footprint for the AI boom could become a new blueprint for the sector.

According to @QCompounding, analysis from 10x Research suggests that Coinbase (COIN) shares are rapidly approaching overvaluation, creating a potential pair trade opportunity. The research firm recommends a strategy of shorting COIN while simultaneously going long on Bitcoin (BTC), citing a significant disconnect between the stock's fundamentals and its recent price surge. Specifically, COIN shares have rallied 84% in the last two months, whereas Bitcoin has only increased by 14%, and this rally is not supported by underlying crypto trading volumes, which are hovering around $108 billion, as noted by 10x Research. This deviation indicates that COIN's valuation is extended and at risk of mean reversion. Separately, MicroStrategy (MSTR) and its perpetual preferred shares are experiencing a rally, which may be driven by market anticipation of the company's inclusion in the S&P 500 index. This eligibility follows Bitcoin's record-high monthly close, which, according to analyst Jeff Walton, boosts MSTR's earnings per share to a level that satisfies the final criteria for S&P 500 inclusion. The perpetual preferred shares, such as STRK, have delivered returns outperforming both Bitcoin and the S&P 500 since their launch, while also offering attractive yields that may be drawing investor interest.

According to @ai_9684xtpa, financial analysts are highlighting divergent strategies in the crypto mining sector, with significant implications for traders. Cantor Fitzgerald projects that Core Scientific (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud firm CoreWeave, representing a near-doubling of its recent price. This bullish valuation is supported by a 12-year, $3.5 billion AI infrastructure lease signed with CoreWeave, which Cantor values at $24 per share, plus an additional $11.70 per share for the replacement value of its power infrastructure. The pivot from volatile Bitcoin (BTC) mining to stable, long-term AI cash flows is seen as a major value driver. In stark contrast, mining machine manufacturer Canaan (CAN) is shutting down its AI semiconductor business to refocus on its core Bitcoin mining operations. Canaan's CEO, Nangeng Zhang, confirmed the move, noting the AI unit was unprofitable, generating only $900,000 in 2024 revenue while accounting for 15% of operating expenses. This strategic retreat has contributed to Canaan's stock falling nearly 75% over the last six months, showcasing the high risks and rewards of miners' strategic pivots between AI and crypto.

According to @StockMKTNewz, Japanese firm Metaplanet (3350.T) has become the fifth largest corporate holder of Bitcoin (BTC), surpassing Tesla with total holdings of 12,345 BTC. The company recently purchased an additional 1,234 BTC for $133 million, as cited in the report. Benchmark analyst Mark Palmer has initiated coverage on Metaplanet with a 'buy' rating and a ¥2,400 price target, calling the company 'Japan's answer to MSTR' due to its aggressive BTC accumulation strategy. The report highlights that Metaplanet's stock has seen a 7,742% return since its pivot to a Bitcoin treasury strategy in April 2024. Palmer notes that the company's 'hyper-accumulation' strategy is supported by a plan to raise approximately $5.3 billion to fund further Bitcoin purchases, aiming to acquire 1% of the total BTC supply by 2027.

According to @StockMKTNewz, investment firm Cantor Fitzgerald has issued a research note suggesting that Bitcoin (BTC) miner Core Scientific (CORZ) could be valued at over $30 per share in a potential acquisition by cloud compute firm CoreWeave. This valuation is based on a significant 12-year, $3.5 billion infrastructure lease for CoreWeave to use 200 megawatts of AI capacity, which Cantor values at $24 per share, plus an additional $11.70 per share for the replacement value of CORZ's power infrastructure. This move highlights a broader trend analyzed by Rittenhouse Research, where crypto mining companies are pivoting their infrastructure to the high-demand AI compute market for more stable, long-term cash flows compared to the volatile BTC mining industry. Concurrently, Senator Cynthia Lummis has introduced the RISE Act of 2025, a bill that would require AI developers to disclose technical details and limitations to avoid civil liability, promoting transparency in the same AI sector that crypto miners are now entering. However, the report also notes that such pivots are not always successful, citing the stock declines of Bit Digital and Canaan after their strategic shifts away from BTC mining.

According to @StockMKTNewz, Benchmark analyst Mark Palmer has initiated coverage on Metaplanet (3350.T) with a buy rating and a ¥2,400 price target, implying approximately 50% upside from its recent close. The report refers to the company as "Japan's answer to MSTR" due to its aggressive Bitcoin (BTC) accumulation strategy, which has already resulted in a 7,742% stock return since its pivot in April 2024. The source states that Metaplanet recently raised $515 million through a stock rights offering to fund further BTC acquisitions. Despite trading at a 5.12x premium to its net asset value (NAV), the analyst justifies the valuation by the company's explosive 8,655% growth in its BTC holdings. This corporate adoption trend is also seen in Europe, where The Blockchain Group (ALTBG) raised $4.8 million to expand its own Bitcoin treasury, which currently holds 1,653 BTC.

According to @QCompounding, analysis from 10x Research, led by Markus Thielen, suggests that Coinbase (COIN) shares are rapidly approaching an overvaluation threshold, creating an opportunity for a tactical reversal. The research firm recommends a pair trade involving a short position in COIN and a long position in Bitcoin (BTC). This recommendation is based on a fundamental disconnect, as COIN's 84% surge over the past two months has significantly outpaced both Bitcoin's 14% rise and underlying crypto trading volumes. 10x Research's linear regression model, which explains 75% of COIN's price action through BTC's price and trading volumes, indicates the stock's current valuation is extended and vulnerable to mean reversion. Thielen also noted that traders could use options by selling a COIN call and buying a BTC call to execute the same strategy with defined risk.

According to @timnitGebru, financial analysts are highlighting a significant trading opportunity in the convergence of AI and crypto infrastructure. Cantor Fitzgerald projects that Core Scientific (CORZ) stock could surge to over $30 per share following a potential acquisition by AI cloud firm CoreWeave, a near-double from its recent price of over $16, as reported by The Wall Street Journal. This bullish valuation is based on a 12-year, $3.5 billion infrastructure deal between the two companies, which Cantor values at $24 per share, plus an additional $11.70 per share for the replacement value of CORZ’s power infrastructure. This move aligns with a broader trend identified by Rittenhouse Research, where crypto companies pivot from volatile Bitcoin (BTC) mining to providing stable, long-term cash flow from AI infrastructure. However, this strategy is not without risk, as seen with Bit Digital's 15% stock drop after shifting to Ethereum (ETH) staking and Canaan's stock falling to 63 cents after its AI chip unit shuttered. The successful convergence of AI and blockchain is also exemplified by firms like Daniela Amodei's Anthropic, valued at $61.5 billion, and Nkiru Uwaje's MANSA, which leverages stablecoins for fintech solutions.

According to Compounding Quality (@QCompounding), Aswath Damodaran's valuation framework, often dubbed the 'Kim Kardashian of Valuation,' offers a robust methodology for analyzing asset values, which is highly relevant for both traditional stock and cryptocurrency traders. This framework, shared via source on June 22, 2025, provides actionable insights for assessing intrinsic value, supporting better trading decisions in volatile markets. Traders leveraging Damodaran’s model can enhance portfolio risk management, identify overvalued or undervalued assets, and adapt strategies for digital assets like BTC and ETH, making it a valuable tool for navigating both equity and crypto market cycles (source: @QCompounding).

According to @StockMarketNerd and @Futurenvesting's recent broadcast, the detailed breakdown of individual stock performances highlights several tech sector moves that have direct implications for the crypto market, specifically increased volatility and correlation between major tech stocks and crypto assets like BTC and ETH. The analysis emphasized how capital rotation from traditional equities into digital assets is being observed when tech earnings trigger sharp moves, which can inform crypto traders on timing and volatility expectations. Source: x.com/i/broadcasts/1…

According to @BrianFeroldi, quality of earnings is a critical metric for traders, as it evaluates how much of a company's profits are derived from core operations versus non-recurring or artificial sources. This distinction is vital for making informed trading decisions, especially in volatile markets where earnings manipulation can impact stock and crypto-related assets. As highlighted by @BrianFeroldi, focusing on high-quality earnings helps traders identify sustainable growth opportunities and avoid stocks with inflated profits, which can indirectly affect sentiment and capital flows in the crypto market. Source: @BrianFeroldi via Twitter.

According to Bloomberg Markets, identifying profitable stocks involves analyzing financial statements, monitoring earnings growth, and assessing industry trends, which can signal capital flows that also impact the cryptocurrency market. Traders should prioritize stocks with strong quarterly earnings reports, low debt-to-equity ratios, and positive analyst forecasts (source: Bloomberg Markets, 2024-05-30). Additionally, tracking institutional investor activity and real-time trading volumes can reveal momentum stocks whose performance often correlates with major crypto assets, offering cross-market trading opportunities (source: Reuters, 2024-05-28).

According to Stock Talk (@stocktalkweekly), traders can significantly improve their results by reviewing stocks they've previously owned and sold, focusing on distinguishing between pullbacks within an ongoing trend and actual trend breakdowns (source: Stock Talk, June 10, 2025). This methodical analysis helps traders avoid common pitfalls, such as selling too early during a temporary price dip or holding too long during a true reversal. Recognizing these technical signals not only reduces trading losses but also enhances decision-making for crypto traders, as similar price action patterns apply to both stocks and cryptocurrencies.

According to @StockMarketNerd and @Futurenvesting, their recent live session provided in-depth analysis on several high-performing individual stocks, with a focus on underlying business fundamentals and near-term catalysts (source: Evan via Twitter, June 5, 2025). The analysts discussed how major earnings reports and sector movements—particularly in tech and AI stocks—could influence market sentiment and capital flows into the crypto market. Crypto traders should monitor correlations between tech stock volatility and Bitcoin price action, as highlighted during the session. The discussion emphasized that strong tech stock earnings and AI sector developments may boost risk appetite, potentially supporting crypto asset inflows.

According to Compounding Quality on Twitter, the latest breakdown of profitability ratios part 2, posted on May 28, 2025, highlights metrics such as Return on Equity (ROE), Return on Assets (ROA), and Net Profit Margin, which are crucial for traders assessing company fundamentals. These ratios provide actionable insights into a firm's financial efficiency and margin strength, directly impacting stock selection and portfolio management strategies. For crypto traders, shifts in these ratios for crypto-related public companies could signal changing market sentiment, potentially affecting token prices and correlation with traditional equity markets (source: @QCompounding, May 28, 2025).

According to Compounding Quality, ASML remains a critical player in the semiconductor supply chain, with its advanced lithography machines essential for chip manufacturing. This has direct trading implications, as any disruption or growth in ASML production affects global chip supply, influencing crypto mining hardware availability and costs. Traders should monitor ASML's quarterly results and supply updates, as changes can impact GPU pricing and, ultimately, the profitability of cryptocurrency mining operations. (Source: Compounding Quality via Twitter, May 18, 2025)

According to Compounding Quality, Constellation Software continues to demonstrate robust revenue growth and effective capital allocation, as highlighted in their recent analysis (source: Compounding Quality Twitter, May 18, 2025). The company’s consistent acquisition strategy and strong free cash flow support its position as a top-performing tech stock. For crypto traders, the stability and upward momentum in Constellation Software’s fundamentals may signal increased institutional confidence in technology investments, which could positively influence sentiment in tech-related cryptocurrency sectors.

According to @finchat_io, using Finchat to review Adobe's fundamentals provides traders with real-time financial metrics such as revenue growth, profit margins, and cash flow, which are essential for evaluating stock value and potential price movements. This data-driven approach can help cryptocurrency traders assess Adobe's financial health and its potential impact on related blockchain and AI sectors, as strong fundamentals in tech stocks often correlate with increased investor confidence and capital flow into digital assets (source: @finchat_io on Twitter, Finchat platform).