Leopold Aschenbrenner’s Situational Awareness Top AI Pick-And-Shovel Stock Pick in 2026

Fahad Saleem

Thu, June 25, 2026 astatine 10:05 AM CDT 2 min read

We conscionable covered Leopold Aschenbrenner's Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Core Scientific, Inc. (NASDAQ:CORZ) ranks #2 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks).

Situational Awareness Stake Value: $389,086,756

Core Scientific (NASDAQ:CORZ) is different erstwhile Bitcoin miner successful Situational Awareness's portfolio that is transitioning toward AI infrastructure. Core Scientific builds and operates large-scale information centers that supply the carnal infrastructure — power, cooling, and abstraction — that AI computing requires. Its moat lies successful its existing grid-connected powerfulness capacity, which is disposable to lease today, and its proven quality to present that capableness to customers connected choky timelines. Most of its assets are expected to beryllium acceptable for work wrong the 12 to 14-month model that hyperscalers and neoclouds are actively trying to fill.

Its cardinal lawsuit is CoreWeave, the fast-growing AI unreality provider, which has contracted 590 MW of capableness from Core Scientific successful total. Core Scientific (NASDAQ:CORZ) is already billing CoreWeave for 243 MW of that, equivalent to much than $350 cardinal successful annualized revenue, with the remaining 347 MW being delivered successful stages done the adjacent 12 months. The semipermanent anchor from this narration is management's ain guidance of astir $850 cardinal successful mean yearly run-rate gross from the CoreWeave declaration implicit the adjacent 12 years, with semipermanent gross margins guided astatine 75% to 80%.

In Q1 2026, full revenues roseate 44% twelvemonth implicit year, driven by colocation revenue, which was up 801% year-over-year.

Jackson Peak Capital stated the pursuing regarding Core Scientific, Inc. (NASDAQ:CORZ) successful its Q1 2026 capitalist letter:

"A presumption worthy highlighting this 4th is Core Scientific, Inc. (NASDAQ:CORZ). We re-engaged with CORZ during Q1 aft exiting successful Q4, arsenic the banal retraced to charismatic levels conscionable arsenic we were looking to adhd to the AI infrastructure taxable connected the developments above. Specifically, CORZ is simply a beneficiary of the compute shortage arsenic it has invaluable information halfway co-location capacity, which is structurally abbreviated of proviso heading into the remainder of 2026 arsenic the starring AI labs and hyperscalers each look for powerfulness and shovel-ready sites.

CORZ is 1 of the fewer nationalist companies with ....(Click Here to Read the Letter successful Detail)."

While we admit the imaginable of CORZ arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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