$WULF — FinTwit mentions on Surfaced

$WULF — FinTwit mentions on Surfaced

Recent calls

27 calls

@analysisopJul 8, 2026 · 11:14 PM

Talking about bare-metal neoclouds.... my fren is very bullish $WULF , and MorganStanley too, with a BASE PT of x3 from current prices 🐺🚀 Take into account, the Base Case implies only a 50% success rate in the energization (2028-2032 growth plan). That's a long-term PT, not an imminent one for "the next Qs", so study well the subject before deciding to park money here

@wliangJul 8, 2026 · 1:54 PM

Added $WYFI here, IMO this is near the bottom for neocloud. This illogical selloff has given us the perfect pullback, and another opportunity to enter before the next leg up. (For TA traders: wave 2 seems complete, now we're starting wave 3… the most aggressive move) Despite short-term macro volatility, $WULF’s new deal with Anthropic further validates the neocloud thesis. (Nice to see $PENG crush earnings as well) Fits right into the timeline we already had in mind... rally until September-ish. 🫡

@landoinvestsJul 7, 2026 · 1:18 PM

$WULF CEO just confirmed part of $IREN’s thesis, im sure it’s probably nothing “Every enterprise on this planet at some point is going to want to access HPC” All eyes on RAISE this week, Horizon in 1-2 weeks, and then deal? 👀

@jasonl_capitalJul 7, 2026 · 12:56 PM

Anthropic just signed a 20-year, $19B deal with $WULF for compute. Here are 10 datacenter stocks that could land a deal next. 1. $IREN - Iris Energy $3.4B AI cloud contract with NVIDIA. 1.4GW substation in West Texas. Scaling to 150,000 GPUs by year end targeting $3.7B in annualized run-rate revenue.

@wliangJul 6, 2026 · 4:37 PM

$WULF could've just catalyzed a multi-week neocloud rally for us. First BD has appeared on the 4H TF. I'll be shopping neocloud names all week, will share them soon. Let's start the rally! https://t.co/ANDXiUdEEC

@mikebucellaJul 6, 2026 · 3:08 PM

This complex and strategic set of transactions is yet another reflection of the leadership at @TeraWulfInc under @PaulBPrager and the broader organization. This long-term partnership with @AnthropicAI is built on a foundation of mutual trust in the abilities of our respective organizations. A huge win for $WULF and our loyal shareholders.

@blackpanthercapJul 6, 2026 · 1:11 PM

$WULF just told the market what a 20-year AI lease is worth. $IREN is sitting on 12x the capacity and nobody’s done the math yet. TeraWulf’s Anthropic deal: 401 MW, 20 years, $19B in contracted revenue. That’s roughly $47M of annualized revenue per MW, and it just reset how the market prices contracted AI/HPC capacity. Peers with similar hyperscaler-backed leases already trade at 10x+ energized power. Uncontracted miners don’t get that multiple. Ownership and counterparty quality are what separate the two groups now. 1/ $IREN holds 5GW of secured power. Current AI contracts, the Microsoft deal, the $3.4bn NVIDIA managed services contract, the Dell/Blackwell buildout, add up to a $3.7-4.4bn ARR target. That target uses roughly 10% of the secured pipeline. The other 4.5GW+ sits there, unsold, un-priced by the market. 2/ Apply WULF’s $47M/MW annualized number, or the sector’s going rate of $1.5M+/MW/year on shorter deals, across IREN’s remaining footprint, and you’re talking about a revenue opportunity in the hundreds of billions over the life of multi-year leases. That’s before anyone touches the current $3.7-4.4bn ARR base. 3/ $IREN still prices partial execution: Current market cap: $13.9bn. Share price: $39. That’s a company priced for the 10% of capacity it has already contracted, not the 90% still sitting on the table. 4/ Comps with contracted hyperscaler leases trade north of 10x energized power. If $IREN converts even a meaningful chunk of the remaining 4.5GW at similar terms, and layers in build costs of roughly $8-10M/MW and NOI margins comparable to peers (~85%), you get a valuation multiple several times today’s price. Full sell-out scenario lands somewhere in the $220-300+/share range, 6-8x from here. I want to be direct about what that number is. It’s a scenario, not a forecast. It assumes $IREN closes deals at WULF-comparable pricing, on WULF-comparable timelines, without major dilution eating into the upside. None of that is guaranteed. 5/ $IREN has 5GW of power secured, but power secured isn’t power contracted. Every dollar in that valuation math depends on $IREN actually signing hyperscaler-grade tenants at premium pricing, and doing it on a timeline the market will credit before it happens. That’s the whole ballgame. Miss on pace or pricing, and the re-rate stays theoretical. $WULF just showed the market what one 401 MW lease is worth. $IREN has the power to write that story more than ten times over. The only question left is whether they close the deals. -BP This is not financial advice.

@investmentguru_Jul 6, 2026 · 12:40 PM

$WULF signed a 20-year, nearly $20B deal with Anthropic for its Justified Data campus in Kentucky.

@aleabitoredditJul 6, 2026 · 12:35 PM

Wow, $WULF signs a $19B DC lease with Anthropic today. Probably a very positive tailwind for the Neocloud/Colo sector. https://t.co/82tncsG3us

@landoinvestsJul 6, 2026 · 12:31 PM

Congrats to $WULF shareholders on the Anthropic partnership - 20 year lease - 401 MW - 19 Billion in contracted revenue - Phased delivery through 2027 It’s a neocloud summer 🏄🏼‍♂️🌊 https://t.co/AsQDFTJ5ZL

@stocksavvyshayJul 6, 2026 · 12:26 PM

$WULF signed a 20-year, nearly $20B deal with Anthropic for its Justified Data campus in Kentucky. The campus will support ~401MW of critical IT load with initial capacity online in H2 2027 and full capacity expected by early 2028. https://t.co/M9ngKGrm7z

@ftr_investorsJul 6, 2026 · 12:17 PM

$WULF TeraWulf signed a 20-year, 401 MW lease with Anthropic, expected to generate $19B in contracted revenue. It also sold its stake in the Abernathy JV to Fluidstack, freeing up capital to expand its wholly owned AI infrastructure business ⚡🤖 https://t.co/WKpVlxPcIr

@jasonl_capitalJun 5, 2026 · 12:50 PM

6. $WULF - TeraWulf HPC lease revenue hit $21M last quarter, up 117% QoQ - now 60% of total revenue. Lake Mariner campus designed for 750MW at full buildout. 60MW operational for Core42 with three more buildings energizing through year-end. $3.1B cash position. The mining-to-AI pivot is already generating real revenue.

@stocksavvyshayMay 26, 2026 · 12:34 PM

$WULF acquired 1+ GW Muskie Data Campus in Kentucky adding 500 MW of AI/HPC capacity targeted for 2H 2028 and another 500 MW for 2H 2030. CEO Paul Prager said the AI infrastructure bottleneck is “no longer computing hardware” but “power, transmission and execution certainty.” https://t.co/t3POhUXLAs

@dustinhuntwnMay 4, 2026 · 4:21 AM

$KEEL My guess is we are in a 1 to 2 month window for first lease at most. June has been my prediction and I'm sticking with it. Come May 11th, we just need to hear good news on all sites progressing including Scrubgrass. I guarantee you Ben is going to be so happy in the earnings call. He knows what's coming. Also would like to see keel go same route as Hut 8 in offering investment grade senior notes that eliminates refinancing risks or dilution to shareholders to power construction for 3 sites( Moses lake, Sharon, Panther Creek). Hut 8 did it. Why not us? Creative finance is the way to go the demand should be there with all the announcements the future here is extremely bright and the street still hasn't repriced this stock into its new role. No need to destroy current shareholder value. The way things are playing out I expect a run very similar to $WULF over the next 12 months if all goes to plan

@mikebucellaMay 1, 2026 · 11:24 PM

@mikealfred Maybe pick up a bit of $WULF, just in case 😉😂

@mikebucellaApr 8, 2026 · 9:24 PM

Cantor launched on AI Infra sector today. Top Pick: $WULF $30 PT (+67%) with potential to $72 (+400%) Summary: "What makes WULF our top pick is the combination of the deals that WULF has signed, as well as the attractiveness of its pipeline and how it could convert to medium-term colocation revenue. WULF has enough capacity today to meet its annual target of contracting 250-500 MW of IT load for the remainder of the decade. If WULF were to fully execute on its pipeline and lease everything out, we see upside to $72/share. This also ignores additional capacity expansion at new sites, which WULF has yet to close on. WULF has arguably the best power team in the space; thus, we believe there should be some premium to WULF given its ability to grow its pipeline with attractive sites."

@dustinhuntwnApr 8, 2026 · 3:41 AM

$WULF within 8 percent of recent ATHs. Bear case destroyed. Iran 2 week Cease Fire announcement driving the "Middle East Conflict Discount Unwind" So much upside ahead. $ 37 First Target

@aleabitoredditMar 6, 2026 · 7:28 PM

@eddyluxe_ If there’s a demand for power, might be a better idea to long $WULF or $CIFR that have agreements with Google. It comes without a $6B new share dilution, and all that selling pressure against you in any rallies.

@institlpgpFeb 20, 2026 · 5:50 PM

good shake out in $nbis $wulf. business insider and theinformation are the absolute best sources of alpha... buy anything that sells off on their shitty reporting.

@midascabalFeb 9, 2026 · 5:28 PM

Bullish on $CIFR and $WULF. https://t.co/Spo3JUxQXm

@moninvestorFeb 3, 2026 · 12:57 AM

$WULF has acquired two brownfield infrastructure sites in Kentucky and Maryland, adding approximately 1.5 GW of capacity to its power portfolio. +11.60% After Hours. Guess who's next. 😏 https://t.co/inGfwgPOzu

@mikebucellaFeb 2, 2026 · 9:28 PM

Big moves for $WULF ... This will more than double our owned capacity to 2.8 GW of power and continues to diversify our site matrix with these new acquisitions in Kentucky and our home state of Maryland. Continue to be proud and impressed with our teams consistent discipline in the execution of our growth plans. Well-developed, methodical and precision-based approach to scaling @TeraWulfInc.

@mikebucellaDec 22, 2025 · 10:32 PM

@matthew_sigel Nice.. 1) DCA Bitcoin (my only perpetual advice) 2) HPC plays (love my $WULF …totally biased 😂) 3) The payments comments lead me to a handful of public equities where a) crypto-native are rich, b) incumbents embracing more GARPy (if that’s still a thing), or c) privates/venture

@midascabalDec 18, 2025 · 11:25 PM

$WULF secures financing for 168 MW AI data center project in Texas... Like if you bought into $WULF before Mike Alfred. https://t.co/i6cMrEwy8p

@moninvestorDec 15, 2025 · 10:30 PM

@perry_lin1 If that happens, $WULF will become a penny stock. https://t.co/AWvc3Vq8IF

@mikebucellaOct 28, 2025 · 1:32 PM

This is the difference an exceptional management team makes. It’s not just “landing the contract”, it’s the heavily negotiated details of the contract that are infinitely more important to long-term value. Phenomenal job by our mgmt team in negotiating an incredible deal for @TeraWulfInc (and all parties, for that matter). $WULF