Tradr 2X Long WULF Daily ETF

$Terawulf(WULF.US) | Freedom Capital 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗧𝗲𝗿𝗮𝗪𝘂𝗹𝗳, PT $𝟭𝟵.𝟬𝟬

Analyst sees a defensible ~$14 floor and capacity growth supporting a $19 fair value, while taking a sober investment view.

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: 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.

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!

☀️ 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)

$Terawulf(WULF.US) | Rosenblatt reiterates 𝐁𝐮𝐲 on 𝐓𝐞𝐫𝐚𝐖𝐮𝐥𝐟, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟎

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.

$Terawulf(WULF.US) | 𝐍𝐞𝐞𝐝𝐡𝐚𝐦 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐓𝐞𝐫𝐚𝐖𝐮𝐥𝐟, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟑𝟑

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.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Terawulf(WULF.US) TeraWulf Signs 20-Year Anthropic Lease, Sells Abernathy JV Stake

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐓𝐞𝐫𝐚𝐖𝐮𝐥𝐟 signed a 𝟐𝟎-𝐲𝐞𝐚𝐫 AI infrastructure lease with 𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜.

➤ Lease is expected to generate approximately 𝟏𝟗 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in contracted revenue over the initial term.

➤ Anthropic campus will support approximately 𝟒𝟎𝟏 𝐌𝐖 of critical IT load.

➤ Initial capacity is expected online in 𝐇𝟐 𝟐𝟎𝟐𝟕, with full buildout by 𝐞𝐚𝐫𝐥𝐲 𝟐𝟎𝟐𝟖.

➤ TeraWulf agreed to sell its 𝟓𝟎.𝟏% Abernathy JV stake to a 𝐅𝐥𝐮𝐢𝐝𝐬𝐭𝐚𝐜𝐤-led investor group.

➤ Transaction monetizes TeraWulf's approximately 𝟒𝟓𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 investment at a 𝐩𝐫𝐞𝐦𝐢𝐮𝐦.

➤ Proceeds will be redeployed into 𝐰𝐡𝐨𝐥𝐥𝐲 𝐨𝐰𝐧𝐞𝐝 AI infrastructure opportunities.

➤ Company expects stronger revenue visibility and greater 𝐝𝐢𝐫𝐞𝐜𝐭 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 of AI assets.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ 𝟏𝟗 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 lease significantly strengthens TeraWulf's long-term revenue pipeline.

➤ Capital recycling supports expansion of 𝐡𝐢𝐠𝐡𝐞𝐫-𝐦𝐚𝐫𝐠𝐢𝐧, wholly owned AI infrastructure.

➤ Anthropic partnership reinforces growing demand for large-scale 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 capacity.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "The Anthropic lease validates our strategy and establishes a long-duration revenue stream with one of the world's leading AI companies. The lease provides approximately $19 billion of contracted lease revenue over its initial term, creates a framework for future expansion, and demonstrates the value of our ability to source power, develop infrastructure, and secure long-term customer commitments." — 𝐏𝐚𝐮𝐥 𝐏𝐫𝐚𝐠𝐞𝐫, Chairman and Chief Executive Officer of TeraWulf.

➤ "At the same time, the sale of our ownership interest in Abernathy to a group led by Fluidstack crystallizes the value created through that investment and generates significant capital for redeployment into infrastructure platforms where we maintain direct ownership, customer relationships, and operational control." — 𝐏𝐚𝐮𝐥 𝐏𝐫𝐚𝐠𝐞𝐫, Chairman and Chief Executive Officer of TeraWulf.