โก ๐๐๐๐๐๐: Anthropic, OpenAI eyes smaller 20-30 MW AI data center deals - $IREN(IREN.US) $Nebius(NBIS.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $SharonAI(SHAZ.US) $Whitefiber(WYFI.US) $Cipher Digital(CIFR.US)
Terawulf
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- H
$Terawulf(WULF.US) | Freedom Capital ๐ถ๐ป๐ถ๐๐ถ๐ฎ๐๐ฒ๐ ๐๐๐ on ๐ง๐ฒ๐ฟ๐ฎ๐ช๐๐น๐ณ, PT $๐ญ๐ต.๐ฌ๐ฌ
Analyst sees a defensible ~$14 floor and capacity growth supporting a $19 fair value, while taking a sober investment view. - H
โก ๐๐๐๐๐๐: Trump says data centers could be more important than oil - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)
Trump told Punchbowl News he had seen signs Texas appears to be opposing data-center construction and said that would be a mistake. He added he was not taking a formal position but noted communities that welcome data centers draw substantial capital inflows, that some data centers are striking buildings, and that they are economically important; if Texas says no, he said, it would be an error because data centers may be more important than oil. - P
Roundhill are launching Neocloud ETF today.
Top 5 holdings:1. $Nebius(NBIS.US) | 30.83%2. $Coreweave(CRWV.US) | 27.30%3. $IREN(IREN.US) | 7.72%4. $Hut 8 Mining(HUT.US) | 6.32%5. $Terawulf(WULF.US) | 4.97%Curious to see if this becomes as popular as $DRAM over the coming months! - H
โ๏ธ Pre-Market Earnings Recap:
$Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Dynatrace(DT.US) $EOS Energy Enterprises(EOSE.US) $Flutter ENT(FLUT.US) $FuboTV(FUBO.US) $GlobalFoundries(GFS.US) $Galaxy Digital(GLXY.US) $Kraft Heinz(KHC.US) $Eli Lilly(LLY.US) $NICE-Syst(NICE.US) $Insulet(PODD.US) $Solaredge Tech(SEDG.US) $Shopify (SHOP.US) $SharkNinja(SN.US) $Uber Tech(UBER.US) $Terawulf(WULF.US) - H
$Terawulf(WULF.US) | B.Riley ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ง๐ฒ๐ฟ๐ฎ๐ช๐๐น๐ณ, ๐ฟ๐ฎ๐ถ๐๐ฒ๐ PT to $๐ฐ๐ฌ from $๐ฏ๐ฎ
- H
$Terawulf(WULF.US) | Bernstein ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ง๐ฒ๐ฟ๐ฎ๐ช๐๐น๐ณ, maintains PT at $๐ฏ๐ฒ
- H
$Terawulf(WULF.US) | Rosenblatt reiterates ๐๐ฎ๐ฒ on ๐๐๐ซ๐๐๐ฎ๐ฅ๐, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees recent stock weakness as an overreaction, viewing the NY data center moratorium as a headline risk with no structural impact to the company. - H
$Terawulf(WULF.US) | ๐๐๐๐๐ก๐๐ฆ ๐ซ๐๐ข๐ญ๐๐ซ๐๐ญ๐๐ฌ ๐๐ฎ๐ฒ on ๐๐๐ซ๐๐๐ฎ๐ฅ๐, ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐ฌ ๐๐ ๐๐ญ $๐๐
Analyst sees New York's data center moratorium as having minimal impact on TeraWulf's near-term pipeline, as the key Lake Mariner site is likely exempt. - H
๐ข ๐๐๐๐ ๐๐: $Terawulf(WULF.US) Terawulf Eyes $3.5 Billion for Anthropic-Leased Data Center - Bloomberg