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.
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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 $๐ฏ๐ฎ
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$Terawulf(WULF.US) | Bernstein ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ง๐ฒ๐ฟ๐ฎ๐ช๐๐น๐ณ, maintains PT at $๐ฏ๐ฒ
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$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
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๐ข ๐๐๐๐ ๐๐: $Terawulf(WULF.US) TeraWulf Signs 20-Year Anthropic Lease, Sells Abernathy JV Stake
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ซ๐๐๐ฎ๐ฅ๐ signed a ๐๐-๐ฒ๐๐๐ซ AI infrastructure lease with ๐๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ข๐.โค Lease is expected to generate approximately ๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง in contracted revenue over the initial term.โค Anthropic campus will support approximately ๐๐๐ ๐๐ of critical IT load.โค Initial capacity is expected online in ๐๐ ๐๐๐๐, with full buildout by ๐๐๐ซ๐ฅ๐ฒ ๐๐๐๐.โค TeraWulf agreed to sell its ๐๐.๐% Abernathy JV stake to a ๐ ๐ฅ๐ฎ๐ข๐๐ฌ๐ญ๐๐๐ค-led investor group.โค Transaction monetizes TeraWulf's approximately ๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง investment at a ๐ฉ๐ซ๐๐ฆ๐ข๐ฎ๐ฆ.โค Proceeds will be redeployed into ๐ฐ๐ก๐จ๐ฅ๐ฅ๐ฒ ๐จ๐ฐ๐ง๐๐ AI infrastructure opportunities.โค Company expects stronger revenue visibility and greater ๐๐ข๐ซ๐๐๐ญ ๐จ๐ฐ๐ง๐๐ซ๐ฌ๐ก๐ข๐ฉ of AI assets.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค ๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง lease significantly strengthens TeraWulf's long-term revenue pipeline.โค Capital recycling supports expansion of ๐ก๐ข๐ ๐ก๐๐ซ-๐ฆ๐๐ซ๐ ๐ข๐ง, wholly owned AI infrastructure.โค Anthropic partnership reinforces growing demand for large-scale ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ capacity.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "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." โ ๐๐๐ฎ๐ฅ ๐๐ซ๐๐ ๐๐ซ, Chairman and Chief Executive Officer of TeraWulf.โค "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." โ ๐๐๐ฎ๐ฅ ๐๐ซ๐๐ ๐๐ซ, Chairman and Chief Executive Officer of TeraWulf. - T
Weekly charts on $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Terawulf(WULF.US) AND $Keel Infrastructure(KEEL.US) look excellent
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$Terawulf(WULF.US) | BofA Securities ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ coverage on ๐๐๐ซ๐๐๐ฎ๐ฅ๐ with a ๐๐ฎ๐ฒ rating and sets ๐๐ ๐๐ญ $๐๐
Analyst sees WULF's transition from volatile bitcoin mining to developing digital infrastructure for high-performance compute (HPC) and AI as a key driver. - P
Doing extensive analysis on the wider neocloud ecosystem.
I'm curious: which one of these names is your favourite?Ranked by market cap:$Hut 8 Mining(HUT.US) @ $13.38B$Galaxy Digital(GLXY.US) @ $13.01B$Terawulf(WULF.US) @ $12.91B$Applied Digital(APLD.US) @ $12.20B$Cipher Digital(CIFR.US) @ $10.02B$Core Scientific, Inc.(CORZ.US) @ $8.77B$CleanSpark(CLSK.US) @ $4.23B$SharonAI(SHAZ.US) @ $1.04B$HIVE Digital Tech(HIVE.US) @ $1.38B CAD$Whitefiber(WYFI.US) @ $953MAny others I should look into?Other than the obvious $Nebius(NBIS.US) / $Coreweave(CRWV.US) / $IREN(IREN.US) type names.Disclosure: - I personally hold positions in a lot of these companies from 2025.- Current research is to identify the ones to increase concentration in / start new positions in. - T
The economics of $CleanSpark(CLSK.US) & $Keel Infrastructure(KEEL.US) if they start signing leases and start getting valued on parity with eg $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $IREN(IREN.US) etc are quite staggering
We're talking v large upside from hereThey have to execute though - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Bitcoin miners best positioned in โtime to computeโ race, Bernstein says - $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $CleanSpark(CLSK.US) $Bitfarms Canada(BITF.US) $Hut 8 Mining(HUT.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Bernstein starts coverage on ๐๐๐ซ๐๐๐ฎ๐ฅ๐ and ๐๐ข๐ฉ๐ก๐๐ซ ๐๐ข๐ ๐ข๐ญ๐๐ฅ with Outperform ratings.โค Firm says Bitcoin miners are well-positioned to meet growing ๐๐ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ demand.โค Miners have contracted ๐ ๐๐ across ๐๐ deals worth over $๐๐๐๐.โค Bernstein forecasts AI revenue across coverage universe rising from $๐.๐๐ to $๐๐.๐๐ by ๐๐๐๐.โค TeraWulf receives a $๐๐ price target; AI revenue projected at $๐.๐๐ by 2030.โค Cipher Digital receives a $๐๐ price target with an $๐๐.๐๐ contracted order book.โค Both companies are expected to generate industry-leading ๐๐๐๐๐๐ ๐ฆ๐๐ซ๐ ๐ข๐ง๐ฌ from AI infrastructure.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โBitcoin miners remain best positioned to solve โtime to computeโ given their planned 30 GW power portfolio and operating ability to deliver โwarm powered shellsโ in time,โ said Bernstein analyst Gautam Chhugani.The firm noted that Bitcoin miners have signed 17 AI infrastructure agreements totaling more than $110 billion over the last two years, representing approximately 10% of AI data center capacity currently under construction. Bernstein believes existing power access, development expertise, and speed-to-market advantages position miners as key beneficiaries of the expanding AI infrastructure buildout. - H
$Terawulf(WULF.US) | Oppenheimer ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ on ๐๐๐ซ๐๐ฐ๐ฎ๐ฅ๐ to $๐๐ from $๐๐, maintains ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ
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โก ๐๐๐๐๐๐: $Terawulf(WULF.US) TeraWulf Acquires Kentucky Site for ๐๐๐+ HPC Data Campus
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค TeraWulf acquires ๐๐ฎ๐ฌ๐ค๐ข๐ ๐๐๐ญ๐ ๐๐๐ฆ๐ฉ๐ฎ๐ฌ in Eastern Kentucky.โค Site expected to support more than ๐ ๐๐ of data center capacity.โค Initial ๐๐๐ ๐๐ delivery targeted for second half of ๐๐๐๐.โค Additional ๐๐๐ ๐๐ expansion planned for second half of ๐๐๐๐.โค Kentucky Power constructing ๐๐๐ ๐ค๐ substation tied to ๐๐๐ ๐ค๐ grid.โค Campus strengthens TeraWulfโs ๐๐ and HPC infrastructure strategy.โค Marks companyโs second major ๐๐๐ง๐ญ๐ฎ๐๐ค๐ฒ digital infrastructure campus. - H
$Terawulf(WULF.US) | ๐๐๐ซ๐๐๐ฎ๐ฅ๐: KBW reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees new site acquisitions and utility partnerships driving next leg of upside despite near-term visibility challenges. - H
๐ ๐๐๐๐๐๐๐ ๐๐๐๐๐: Morgan Stanleyโs Stephen Byrd Raises Price Target on $Terawulf(WULF.US) ๐๐๐ซ๐๐๐ฎ๐ฅ๐ ๐๐ง๐. to $๐๐.๐๐ from $37.00 โ Increase of ๐๐%, Maintains Overweight Rating
Source: Hardik Shah
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$Terawulf(WULF.US) | ๐๐๐ซ๐๐ฐ๐ฎ๐ฅ๐: Oppenheimer maintains ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees execution of HPC build plan as key driver, with near-term weakness overshadowed by long-term growth potential.Source: Hardik Shah