TeraWulf. Every tracked FinTwit mention of $WULF, newest first. 263 mentions since the first on Aug 18, 2025. See the price chart.
July 2026 · 42 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Michael Sikand 🦑 — Wow this is crazy.
Anyone owning neoclouds will have this market bookmarked.
$NBIS $CRWV $WULF $CLSK $HUT↗
Jul 14
Shay Boloor — New York becomes the first U.S. state to halt new hyperscale data centers using 50MW or more of power.
$NBIS, $CRWV, $IREN, $CIFR, $SHAZ, $WYFI, $WULF https://t.co/A9bUeUct3Q↗
Jul 14
Wayne Liang — Entire neocloud sector is reacting poorly to NY’s moratorium...
Except it doesn’t actually affect any of the
The only name it even brushes is $WULF, a pause on any potential expa…↗
Jul 14
Wayne Liang — Despite CPI coming in cooler than expected, it seems like the market is still uncertain about AI infra/neocloud?
$WULF is lower than before its deal with Anthropic. Just watched $…↗
Jul 14
Wayne Liang — $CLSK just became an official HPC company, not a speculative one.
20-year infrastructure deal signed today with a high-investment-grade global tech company.
Very happy to see thi…↗
Jul 12
Black Panther Capital — I’ve noticed a sad trend on X lately.
Long-term investors becoming ‘short-term’ minded.
Its like people have forgotten that:
AI demand projections 2030:
> AI workloads, 156 GW.…↗
Jul 10
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$NVDA
$SIVE
$NBIS
$IREN
$CIFR
$WULF
$KEEL
Follow me for more.↗
Jul 10
Wayne Liang — Neoclouds (and $WGMI ETF) opening slightly red... completely reasonable and healthy after such a hot couple of days.
(Wouldn't be surprised if we flip green by EOD. $META soaring,…↗
Jul 9
Wayne Liang — Full transparency, I’m holding 86,000 shares of $WYFI at ~$34.5 average.
Actively looking to add on pullbacks to hover near ~100,000 shares.
IMO retail is starting to realize wha…↗
Jul 9
Lando — @accounting_ds @Kaizen_Investor AI infra is just beginning, we tried to talk about colo plays like $CIFR and $WULF with @bitcoinbutcher1, but I don’t think that’s as prevalent here…↗
Jul 8
Alex A.C. — 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 implie…↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
Wayne Liang — I can't stop liking posts today. Seeing green makes everything so much better.
Happy to see $NBIS / $IREN climbing.
Happy to see $PENG soar after earnings.
Happy to see $WULF x…↗
Jul 8
Mike Bucella — There are CFOs and then there is Patrick Fleury… #thefuryofFleury $WULF @TeraWulfInc↗
Jul 8
Wayne Liang — 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.
(Fo…↗
Jul 8
Wayne Liang — AI infra/neocloud selloff summarized:
> Bloomberg floated the idea of $META selling excess compute
> Retail sells off neocloud & AI infra
(Names like $NBIS, $IREN, $CIFR, $WULF,…↗
Jul 7
Alphatica — @0xascale The power queue is real and it is the binding constraint on the demand curve.
But consider the counterpoint. If racks cannot be energized yet, that means the memory is b…↗
Jul 7
mon — $WULF - Great breakdown on co-location deal.
Must follow/watch.↗
Lando — Daniel’s been working hard on these videos, his recent one applies to the neocloud/colo business
$CIFR $WULF $IREN $NBIS $CRWV $HUT $APLD etc
Definitely check it out when you’ve…↗
Jul 7
Lando — $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 t…↗
Jul 7
Jason Luongo — 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…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
Lando — @bitcoinbutcher1 You nailed $WULF though 👀
We’re still here Butch don’t sweat anything↗
Jul 6
Wayne Liang — $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 t…↗
Jul 6
Mike Bucella — 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 partnersh…↗
Jul 6
Kevin Maro — Efficient market theory:
$SHAZ - up 14.46% on a rumor of a potential Anthropic deal one day in the future
$WULF - up 14.40% on an ACTUAL Anthropic deal lol https://t.co/DxhsTSdoZ…↗
Jul 6
Black Panther Capital — $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…↗
Jul 6
Wayne Liang — $WULF just signed a 20 year deal with Anthropic.
Wasn’t joking when I said neocloud was being oversold last week…
And definitely not joking about the incoming rally. https://t.co…↗
Jul 6
InvestmentGuru — $WULF signed a 20-year, nearly $20B deal with Anthropic for its Justified Data campus in Kentucky.↗
Jul 6
Serenity — Wow, $WULF signs a $19B DC lease with Anthropic today.
Probably a very positive tailwind for the Neocloud/Colo sector. https://t.co/82tncsG3us↗
Jul 6
Lando — 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 🏄🏼…↗
Jul 6
Shay Boloor — $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…↗
Jul 6
The Future Investors — $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…↗
Jul 6
Alphatica — BREAKING NEWS:
TeraWulf just signed a 20-year lease with Anthropic worth $19 billion in contracted revenue.
Read that again. A former crypto mining company just locked in $19 bil…↗
Jul 6
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 1
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute.
The market is reading this as potential new hype…↗
June 2026 · 20 mentions
Jun 28
Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer
• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B r…↗
Jun 28
mon — Google said no, so $META signed a deal with $NBIS.
The Financial Times today reports that Google has limited Meta's use of its Gemini AI models.
Around March, Google told Meta it…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
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 · 17 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…↗
Black Panther Capital — It’s Sunday. Enjoy the peace for the next 24 hours before our portfolios and mental health get absolutely wrecked.
Rest in peace.
$NVDA $MSFT $META $IREN $NBIS $CIFR $WULF $ONDS $…↗
Mar 26
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 11
Lando — Even Seeking Alpha knows $IREN is undervalued
It isn’t $NBIS, $CRWV, $APLD, $CIFR, or $WULF
I encourage everyone to read it, but I still think @SeekingAlpha is too focused on th…
February 2026 · 55 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 26
Jason Luongo — $NVDA just guided $78B.
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infr…↗
Feb 25
Black Panther Capital — While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.
The demand for copper is set to 6x.
Copper stocks to watch:
> $SCCO
>…↗
Serenity — @owoNine Others like $CIFR, $WULF are colo. They don't buy GPUs.
$CRWV, $NBIS, $IREN do.
The first two $NVDA funded.
The latter one, $MSFT did with prepayment for Iren to bu…↗
Jan 27
Lando — Well well well look what we have here
$IREN leading the way vs. $NBIS $CIFR $WULF 👀
Earnings next week too, it doesn't get much better than this https://t.co/XV6XXxkzz3↗
Jan 27
IvanaSPEAR — If you missed our ‘26 Outlook Webinar this afternoon, tune into @cvpayne @ 2PM on @FoxBusiness
Three key themes for us this year:
- Space $RKLB $ASTS
- Semi-Cap Equip. $LRCX…
December 2025 · 27 mentions
Dec 30
Serenity — Neoclouds are in the "Prove It" phase.
You have absurd 700%+ ARR growth rates to $7-9B from $NBIS and $3.4B+ figures from $IREN.
Many have multiple year revenue visibility and…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 26
Black Panther Capital — *HEAVY COUGH* to wake people tfu.
Why do all of these mysterious sticks follow the same pattern……
Could it be a trend guys?
Do we have a trend here guys?
Looks like we have a tre…↗
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…↗
— AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…
Wayne Liang — Neocloud rally incoming...
It'll be even more aggressive this time.
> Just had a reasonable (and healthy) pullback the last couple of weeks
> Received many more catalysts, inclu…↗
Jun 15
Michael | Hypermarkets — $SPCX is trading at $167 can hit $800-$1000+ in 2 years.
Here's 12 stocks under $12 that will do exactly the same:
1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastruct…↗
Jun 12
Jason Luongo — 4. $WULF - TeraWulf
HPC lease revenue $21M, up 117% QoQ. $12.8B in total contracted revenue. Nearly 4GW of capacity across 6 sites. 60MW operational for Core42 with additional bui…↗
Jun 11
Serenity — New Anthropic news looks like a potential tailwind for the Neocloud colo sector.
Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet).
As Anthropic is pursuing its first…↗
Jun 10
Midas — $IREN
$NBIS
$CIFR
$WULF
$GLXY
Follow me if you want to know when I enter these companies.↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Michael | Hypermarkets — Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.
Here's 12 stocks under $20 that can easily 10x-20x:
1. $TE — T1 Energy
Aschenbrenner's AI infrastruct…↗
Jun 5
Jason Luongo — 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…↗
Jun 3
Midas — I called $WULF at $8.78 for a +197.9% gain.
One trade is all you need to make generational wealth and to retire your bloodline.
Posting my next play on my FREE discord.
Join he…↗
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…↗
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 14
Lando — Quick question: What happens if $IREN signs a deal better than $NBIS $CRWV $WULF $CIFR?
Genuinely curious…I bet people would still try to spin it negative 🤣🤣 https://t.co/NS3Jj…↗
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
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
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 2
Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK
$GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗
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…
CK Capital — What's everyones favorite neocloud play?
$NBIS
$CRWV
$IREN
$WULF
$KEEL↗
Apr 27
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…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
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 9
Antonio Costa — $WULF Setting up https://t.co/A00e1bBPGt↗
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…↗
Apr 1
InvestmentGuru — 10 high short interest play to watch this week if we move up
1. $HIMS +10% up today
→ Telehealth/GLP-1 play with >20% short float
→ Compounding pharmacy regulatory headwinds keep…↗
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 10
Lando — I know people are bullish $ORCL, but they still need to raise $20B in debt somehow, whether it be an ATM offering or debt, I don't know
Gonna be watching closely, it'll directly a…↗
Mar 10
Serenity — @jorge_r006 $RIOT, $WULF, $NBIS look structurally in better positions than $CRWV and $IREN are.
Hence why the latter two serve as better hedges in sector declines.
That being s…↗
Mar 8
Black Panther Capital — This war is NOT de-escalating.
Oil infrastructure hit for the first time. Iran just rejected ceasefire on live TV.
US demanding unconditional surrender. Israel says 3 more weeks…↗
Mar 8
Midas — 🚨 PREPARE FOR A -30% DROP
The stock market crash is coming.
Oil will hit $150 a barrel.
I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $5.
I am not a buye…↗
Mar 8
Shay Boloor — These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…↗
Mar 6
Serenity — @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 s…↗
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...↗
Mar 5
Mike Bucella — @JoshKale Looks like he hasn't started building his $WULF position yet...↗
Mar 4
Jason Luongo — The AI data center landscape:
$IREN - 4.5 GW secured power. $9.7B Microsoft deal.
$NBIS - $20B+ in Microsoft and Meta contracts.
$CRWV - $66.8B backlog. Largest pure-play GPU cl…↗
Mar 2
Lando — I had a dream $iren was down 42.5% along with $NBIS $CIFR $WULF
Safe to say that was a bad dream 😂
Got an exam in 2 hours, wish me luck!↗
Mar 2
Midas — My Iran v US generational dip watchlist:
I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $5.
I am not a buyer of $CIFR till $9.
I am not a buyer of $WULF till $…↗
Mar 1
Lando — While this sucks for AWS this is good because they’ll most likely resort to buying from other providers here in the US
I like to think $IREN $CIFR $WULF 👀↗
Mar 1
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…
Black Panther Capital — > Hyperscalers don't have enough power.
> Grid interconnection queues take years.
> Can’t secure power fast enough to meet demand.
Imagine if there were companies fixing…↗
Feb 25
Lando — Morning everyone it’s currently 5:15am and I’m just gettin in the car for work
Gonna be a long day and I probably won’t be able to watch the markets much, BUT
I will be looking…↗
Feb 24
Lando — Got an exam in 2 hrs wish me luck fellas, logging off X til post exam 🫡
Lmk what goes on with $IREN $CIFR $WULF etc with Trump speaking later!↗
Feb 23
Lando — Even retail views them as miners, it’s not too late
$IREN $CIFR $WULF $HUT↗
Feb 23
Lando — @DeItaone Guess what they need more of? MORE DC COUGH COUGH $IREN $CIFR $NBIS $WULF↗
Feb 23
Lando — My career is construction and something that you should ALL know is this:
“The general contractor cares most about three things: SAFETY, MONEY, and SCHEDULE”
In that order.
M…↗
Feb 22
Black Panther Capital — 123+ GW needed by 2030.
Adds <10 GW/year.
Wall Street ‘miners’ hold 14+ GW ready-now.
Bottleneck = opportunity.
$IREN $CIFR $NBIS $WULF https://t.co/veCpRXAnqs↗
Feb 20
Midas — $ONDS down 11%
$IREN down 8%
$CIFR down 8%
$WULF down 3%
$LPTH down 12%
Like if you are still bullish on any of them.↗
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
Shay Boloor — $GOOGL trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVDA stack.…↗
Feb 20
Daave “3 and 30” Tepper — @RHouseResearch another new big one coming $wulf $cenx https://t.co/mGnjqfNW7m↗
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…↗
Midas — "22 Reasons AI Data Center Construction Is In A Bubble"
Posted by Seeking Alpha.
Are you bearish or bullish on $IREN $CIFR $WULF etc?
https://t.co/ksCbzHTSoC↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Jason Luongo — LEAPS aren't trades. They're leveraged ownership.
My rules:
- Only buy on stocks I'd hold as shares
- Wait for support levels
- Buy when IV is low
- 12+ months minimum
- 10-20% O…↗
Jason Luongo — Data center stocks ranked by market cap:
$CRWV (CoreWeave) - $50B
$NBIS (Nebius) - $24B
$IREN (IREN) - $12B
$APLD (Applied Digital) - $10B
$GLXY (Galaxy Digital) - $8B
$WULF (Tera…↗
Feb 11
Antonio Costa — $WULF Watching for a reversal. Calls are getting hot https://t.co/5CilqaAeYQ↗
Feb 10
Lando — $ORCL ripping higher is very good for $IREN $CIFR $NBIS $WULF etc.
Hope you bought the dip 🚀↗
Feb 10
Black Panther Capital — 🚨Elon just dropped a BOMB nobody’s pricing in:
“China’s solar production capacity is 1500 gigawatts a year. They’re deploying over 1000 gigawatts annually. That’s DOUBLE the enti…↗
Feb 10
Antonio Costa — $WULF BREAKING OUT !!! https://t.co/y9I8HYaJvN↗
Feb 10
Antonio Costa — $WULF on the move !! Breakout watch over 17.05↗
Feb 10
Black Panther Capital — Just a reminder:
$NBIS (Nebius Group) — Price Target:
PT: $155 | Goldman Sachs
Recent close: $92.88 → ~67% upside
$WULF (TeraWulf) — Price Target
PT: $37 | Morgan Stanley
Recent…↗
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 10
Antonio Costa — $WULF Worth watching. On the verge of a technical Breakout. https://t.co/G6y4d4UksZ↗
Feb 10
Serenity — @GraysonMayson12 Short interest from Neocloud sector from $IREN to $WULF are mostly convertible note hedging, not actual shorts.
Of course there’s firms like Hedgeye adding to th…↗
Feb 9
Midas — Morgan Stanley Initiates Overweight on $WULF & $CIFR:
$WULF: Overweight
New PT: $37
Original PT: $14.3
Upside: 159%
$CIFR: Overweight
New PT: $38
Original PT: $14.8
Upsi…↗
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
Midas — Bullish on $CIFR and $WULF. https://t.co/Spo3JUxQXm↗
Feb 9
Antonio Costa — $WULF Setting up. https://t.co/KKBXU82Urw↗
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…↗
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Jason Luongo — Forecasted AI capex for 2026:
$AMZN Amazon - $200 Billion
$GOOGL Google - $180 Billion
$META Meta Platforms - $125 Billion
$MSFT Microsoft - $117.5 Billion
$TSLA Tesla - $20 Billi…↗
Feb 5
pennyether — Macro Update - Amusing to me that market is selling the baby with the bathwater. A decline in BTC price doesn't change the core assets these tickers hold, nor does it affect execut…↗
Feb 5
Black Panther Capital — 🚨ALERT: 50% of Data Centers will NEVER connect to the grid.
Half of the data centers announced in the last 24 months will NEVER connect to the grid.
Kevin O’Leary said it. The d…↗
Feb 4
Serenity — @lawbrax This is positive for $GOOGL related colo companies through Fluidstack like $CIFR and $WULF in neocloud sector.
Looks like Google is primarily shifting to TPUs now. Don't…↗
Feb 4
Black Panther Capital — I doubled down on $CIFR today.
Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry.
Here’s why this was too obvious to pass up:
$CIFR just priced $2B in senio…↗
Feb 4
Lando — All I'm hearing is bullish $IREN, $CIFR, $NBIS, $WULF, and anyone else that can scale data centers
I'm going with $IREN in 2026+
Trust in Dr. Su + $AMD
https://t.co/3f1R173UOW↗
Feb 3
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
TheValueist — $WULF $NVDA $MU $SNDK TeraWulf Inc. announced the addition of 2 brownfield infrastructure assets in Kentucky and Maryland, positioning the transactions as expanding an “energy-adva…↗
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
Lando — $WULF making moves 👀
I wonder what $CIFR and $IREN have cooking up↗
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…↗
Lando — Data Center names are just getting started
We’re still in the buildout and early stages of construction
There’s not enough power
People are starting to wake up to AI
You do n…↗
Jan 26
Jason Luongo — @KobeissiLetter This is bullish for the entire sector 👇🏻
$IREN
$NBIS
$APLD
$GLXY
$WULF
$BITF↗
Jan 25
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
Jan 25
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
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 17
Serenity — @Mr_Derivatives Just a heads up to the others, a lot of it is nuanced.
With data centers like $WULF or $APLD, a lot of interest is just hedging / convertible note arbitrate and no…↗
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 14
Black Panther Capital — 👀 FRIENDLY REMINDER:
While stock market might be red.
$BTC is breaking out towards new ATH.
$IREN $CIFR $WULF https://t.co/PLXz1z9rxl↗
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 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 9
Black Panther Capital — 🚨SURE, THIS IS A “BUBBLE”.
Jensen Huang (CES 2026 keynote):
“The amount of computation necessary for AI is skyrocketing. The demand for $NVDA is skyrocketing.”
“It’s skyrocketi…↗
Jan 9
Lando — The HPC/Data Center Plays are performing well today, some great price action.
$CIFR +7.37%
$IREN +6.70%
$NBIS +6.06%
$HUT +5.13%
$WULF +4.24%
Overall some solid moves with $CIFR…↗
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
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:…↗
Jan 7
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 7
Lando — Very well said Yiannis!
I think the new Rubin chips (once scaled) will make it easier to deploy and ultimately easier for $IREN $CIFR $NBIS $HUT $WULF to run.
This isn’t bearis…↗
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 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 5
Serenity — @_visionarius $NBIS has an active 25M share ATM running and it's more tied to $CRWV's performance recently.
The other colo players have been doing well, like $HUT, $CIFR, $WULF.…↗
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 5
Black Panther Capital — IS THE HPC/AI SECTOR BULLRUN HERE?
🟢 $TE OVERNIGHT +4%
🟢 $IREN OVERNIGHT +3%
🟢 $NBIS OVERNIGHT +2%
🟢 $CIFR OVERNIGHT +2%
🟢 $ORCL OVER IGHT +1%
🟢 $BITF OVERNIGHT +4%
🟢 $CLSK…↗
Jan 4
Midas — This is the only stock list you need for the next 10 years:
Space $RKLB $ASTS $LUNR
Neoclouds: $IREN $NBIS $CIFR $WULF
Quantum: $CCCX $IONQ
Follow for part 2.↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
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…↗
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…↗
Jan 2
Serenity — @Bash29398256308 Almost every Neocloud segment stock is a extremely solid buy (maybe aside from $SLNH)
$WYFI is kinda T2 with NScale's $865m agreement. But it's valuation got comp…↗
Black Panther Capital — @TradeLogic I’m going with Abe here. You could also throw $NBIS or $WULF into the calculation.
I’m broad allocated into this sector.↗
Jan 2
Midas — AGI is coming and you are betting against neoclouds like $IREN $CIFR $NBIS $WULF.
good luck staying poor.
- Midas↗
— List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…
mon — $HUT has secured a great deal.
In the past month stock is up 33.65%.
Outperforming $WULF, $NBIS, $CIFR & $IREN. https://t.co/x3DxV4kpRG↗
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 22
Midas — Which one is the worst neocloud stock?
$IREN
$CIFR
$NBIS
$WULF
$CRWV↗
Dec 21
Midas — How would you rank these neoclouds stocks (1 is best - 5 is worst)?
$IREN
$CIFR
$NBIS
$WULF
$CRWV↗
Dec 21
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
Dec 21
Black Panther Capital — 1/ Everyone’s asking: “What should I buy for 2026 gains?”
Here’s 4 unstoppable megatrends trends for 2026 to lock in the AI explosion:
NFA. DYOR.
Thread 🧵
TLDR:
$IREN, $NBIS,…↗
Dec 19
mon — What a great day today.
$CRWV 23%
$DGXX 19%
$SLNH 16%
$NBIS 15%
$BITF 12%
$IREN 11%
$CIFR 7%
$WULF 6%
IREN is starting to outperform WULF & CIFR. 🧐↗
Dec 18
Midas — $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↗
Dec 18
Lando — 🚨 The AI Infrastructure Revolution: Navigating the Thermodynamic Ceiling
The AI sector is currently colliding with a "Thermodynamic Ceiling", a fundamental reality where the expo…↗
Dec 17
Midas — Like if you are buying the dip on $WULF. https://t.co/RJNWlvV9mC↗
Dec 17
mon — $ORCL is impacting the sector once again. 😞
$CRWV -7%
$WULF -7%
$IREN -3%
$NBIS -5%
$CIFR -0.6% https://t.co/PGEHdpxQgl↗
Dec 17
Lando — I’m seeing a lot of mixed reviews on here about the $HUT deal.
I haven’t done a deep dive yet but it screams bullish for every other AI infrastructure name, think $CIFR $WULF $IR…↗
Dec 17
Lando — Is Rittenhouse actually flipping bullish on $CIFR $WULF and $HUT??↗
Gaetano — 🚨 What’s going on with neo-clouds right now?
$NBIS $CRWV $APLD $CORZ $CIFR $IREN
This corner of AI infrastructure has been hit hard.
Not because demand for AI compute disappeare…↗
Dec 17
Serenity — Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift…↗
Dec 17
Serenity — Just now, the SPEED Act ADVANCES in the House.
This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year.
Here's why and a rundown…↗
Dec 15
mon — @perry_lin1 If that happens, $WULF will become a penny stock. https://t.co/AWvc3Vq8IF↗
Dec 15
mon — Pretty much everything is down today, but data center stocks are down sharply.
$CIFR -13%
$WULF -12%
$IREN -10%
$CRWV -7%
$NBIS -7%
Several of my holdings had stop losses trigger…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗
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↗