TeraWulf. Every tracked FinTwit mention of $WULF, newest first. 90 mentions since the first on Aug 18, 2025. See the price chart.
June 2026 · 6 mentions
Jun 2
Midas — 1. $CIFR
2. $WULF
3. $CORZ
4. $BTDR
5. $HIVE
If this helped you out, follow me for more.↗
Jun 2
Mike Bucella — An early and world-class partner for @TeraWulfInc at our Lake Mariner site. Glad to see further commitment from @core42_ai in developing their AI capabilities in the US.
Onward.…↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Daave “3 and 30” Tepper — wow! Jensen called out $nbis Nebius by name with a heart on the slide “NVIDIA loves Nebius”. wait till he does the same for $IREN and $WULF its never gunna happen because they are…↗
May 2026 · 31 mentions
May 31
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 29
Dustin — Power is the bottleneck.
$KEEL: 2.2 GW pipeline across PA, WA, Quebec (~771 MW energized/secured, plus 750 MW Scrubgrass study with FirstEnergy). Powered shell colo focus = cleane…↗
Shay Boloor — $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 infrastructur…
April 2026 · 12 mentions
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…↗
Apr 29
Black Panther Capital — What I've read this week:
1. Oil prices increase after Iran doubles down on Strait of Hormuz closure
Summary:
Brent crude rose above $107 on Sunday after Iran warned the Strait w…↗
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
Mar 16
Mike Bucella — @YahooFinance That's a lot of Bourbon... $WULF↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 5
Mike Bucella — @matthew_sigel OKX NYC office is right across the hall from $WULF NYC office...sounds like its going to be a busier floor these days...
February 2026 · 13 mentions
Feb 27
mon — $CRWV is taking down the whole sector.
-17.65% 💀
$IREN -5.98%
$CIFR -3.85%
$NBIS -5.89% (Back under $100)
$WULF -6.60% https://t.co/Vg9F0fwhfM↗
Feb 20
Daave “3 and 30” Tepper — 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.↗
Feb 20
Daave “3 and 30” Tepper — @RHouseResearch another new big one coming $wulf $cenx https://t.co/mGnjqfNW7m↗
Feb 18
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…
January 2026 · 9 mentions
Jan 18
Wayne Liang — What's crazy is, people didn't want to touch:
$ONDS at 0.83, $ASTS at 27.14
$IREN at 6.30, $CIFR at 3.01
$OPEN at 0.58, $WULF at 2.96
We hit 5-10x on all of them.
Don't miss the…↗
Jan 16
mon — What a great day. 💥
- $IREN smashed it. +11%.
- Outperformed the next 4 popular AI stocks.
- $NBIS +4%, $CIFR +7%, $CRWV +6%, $WULF 🟢
- $ONDS started of great but ended the day r…↗
Jan 13
mon — The divergence is starting to show now. $CRWV and $NBIS ended the day in the red, while $IREN, $CIFR, and $WULF closed green, and it’s pretty easy to see the split when you line th…↗
Jan 8
mon — The data center stocks opened strong, pushed higher through mid-day, and held on for most of the day.
$IREN: +6.59% → +4.60%
$CIFR: +2.39% → +2.89%
$NBIS: +4.55% → +1.09%
$CRWV:…
December 2025 · 4 mentions
Dec 23
Daave “3 and 30” Tepper — The miners Google has partnered with include
$wulf - backstopped fluidstake obligations and warrants
$cifr - same
$hut - same
Google is creating a massive pipeline of XPU capacit…↗
Dec 22
Mike Bucella — @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 whe…↗
Dec 5
Dustin — $CIFR $WULF fluid stack knows something, could be big. Thank god we have business with them.. https://t.co/E5zxX9k20i↗
Dec 1
Dustin — $BITF buying bitfarm now , like bought $WULF at $3, and $CIFR at $3..: we are in early contract squeezing 💎💎💎 https://t.co/jUKRiXC7Eh
November 2025 · 3 mentions
Nov 29
Dustin — $APLD , $CIFR, $WULF, $IREN
making my 1st prediction "guess" for 2026.
In 2026 we will start to see more buy-outs in the Data center space. Some of the smaller or medium…↗
Nov 19
Mike Bucella — @ramahluwalia We love our TPUs at $WULF↗
Nov 3
Dustin — $IREN $CIFR $WULF $BITF $APLD Trump is 100% for AI↗
October 2025 · 4 mentions
Oct 30
Mike Bucella — Only one Miner/HPC stock in the black today... $WULF↗
Oct 28
Mike Bucella — 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 impo…↗
Oct 28
Mike Bucella — The day after @jimcramer says to a poor @MadMoneyOnCNBC listener to SELL $WULF bc he doesn’t understand why you’d buy a miner.
While I appreciate the inverse vibes, I expect more…↗
Oct 22
Mike Bucella — @StockMKTNewz Happy to see our partners doing big things! $WULF
September 2025 · 1 mention
Sep 26
Mike Bucella — ChatGPT Capital... $WULF vs $CIFR...
I challenged ChatGPT to provide a sell-side report comparing TeraWulf and Cipher's respective deals with Google. I then asked it to integrate…↗
August 2025 · 2 mentions
Aug 22
Mike Bucella — Apple tapping into @TeraWulfInc partner @Google for AI development, reaffirming the scale and needs of the AI industry from the energy infrastructure sector.
$WULF $IREN $CIFR $H…↗
Mike Bucella — @TeraWulfInc We’re baaackk… $WULF https://t.co/kOyrAQ8Er5↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 22
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 17
Wayne Liang — $DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued.
E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis)…↗
May 16
Black Panther Capital — 3/6. His Q1 2026 13F drops this week.
Based on running his exact framework forward against what changed in Q1.
Here’s my prediction on what he MOVED.
New position positions:
$C…↗
May 13
Black Panther Capital — @philipp317 Yeah. And $CIFR. Im well diversified into this sector. We are still in the innings. And some will also fail on deadlines and projects.
But my top 3 is $NBIS $IREN $CIF…↗
May 12
mon — Stocks don’t move in straight lines and the market is proving that today.
Memory Stocks:
$SNDK -9.54%, $MU -8.21%, $DRAM -10.60%
AI Data Centers:
$NBIS & $WULF -4%, $CIFR -3…↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
mon — If you’re a long term investor, it’s unlikely you’ll lose money betting on AI Infrastructure sector.
$IREN, $NBIS, $CIFR, $WULF↗
May 4
Dustin — $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…↗
May 3
Mike Bucella — @InTheAssembly Shame he didn’t pick up any $WULF↗
May 1
Mike Bucella — @mikealfred Maybe pick up a bit of $WULF, just in case 😉😂↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
— If a move like this is stressing you out, the issue isn’t the market. You’re either sized too large, using leverage, or you don’t fully understand what you own.
$IREN -9.03%
$NBIS…
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 22
mon — What a great day today.
- $IREN my largest position up +7.13%.
- The stock is getting more popular than ever.
- $NBIS down -0.26%. $CIFR +7% & $WULF +3%.
- I bought a new stock tod…↗
Apr 14
Jason Luongo — The companies building AI data centers, ranked by market cap:
$CRWV $115.25 - ~$55B
CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 8
Mike Bucella — 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…↗
Apr 8
Dustin — $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 F…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Mike Bucella — @ai @garrytan This is where $WULF plays @TeraWulfInc↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 9
mon — Anthropic is quietly laying the groundwork for one of the largest AI infrastructure expansions to date, with internal plans to secure up to 10 gigawatts of computing power.
Very b…↗
Feb 9
mon — Intraday Performance:
$IREN +3.83% to +12.36%
$CIFR +7.26% to +14.46%
$NBIS +4.09% to +8.54%
$CRWV +5.33% to +7.75%
$WULF +11.51% to +17.11%
IREN had the best intraday performance…↗
Feb 9
mon — Great start to the day for AI data center stocks.
$IREN +3.83%
$CIFR +7.26%
$NBIS +4.09%
$CRWV +5.33%
$WULF +11.51%
WULF is leading the way.
NBIS earnings this week. https://t.co…↗
Mike Bucella — A bit more on our new sites straight from the man himself @PaulBPrager... $WULF
Full interview: https://t.co/lUgTcKv6zc
https://t.co/ztVSxLW5Zz↗
Feb 3
mon — $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…↗
Feb 2
Mike Bucella — 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…↗
mon — At the open, all 5 names sold off together.
By mid-day, you could start to see the divergence. CRWV actually had a pretty good day relative to the rest.
$IREN −1.87% ▶ −4.73%
$CI…↗
Jan 6
mon — What a recovery. 🧐
$NBIS +0.60% ▶ +7.07%
$CRWV −1.69% ▶ +1.18%
$CIFR −4.65% ▶ −2.62%
$WULF −6.28% ▶ −2.68%
$IREN −6.56% ▶ −4.91%
Before and after. 👇 https://t.co/JTDemJRoSt↗
Jan 5
mon — Great start to the day for data center stocks.
$CIFR +6.88%
$IREN +5.91%
$WULF +5.30%
$NBUS +1.72%
$CRWV +1.44% https://t.co/uadGrKCGsy↗
Jan 3
Mike Bucella — @BlackPantherCap Think this has more to do with their own holdings of QTS, AirTrunk, power plants in PA and VA and partnerships with PPL.
The read across is of course strong for…↗
Jan 2
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗