WULF TeraWulf Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:13
Jul 28
Jul 28
Multiple analyst firms cut price targets on a wide range of stocks including Amazon, Tesla, and others in a broad round of downward revisions.
04:56
Jul 26
Jul 26
The author lists a series of tickers without providing specific directional guidance or position disclosures, suggesting these names are merely being monitored for future developments.
LOW
15:18
Jul 22
Jul 22
The author highlights parabolic data center demand but lists tickers as beneficiaries without stating a personal position, making this a watchlist.
LOW
15:10
Jul 22
Jul 22
The author reiterates bullish conviction on Bitcoin miners pivoting to AI/HPC, citing multi-billion dollar backlogs and sector-wide positive momentum as evidence the run is not over.
14:17
Jul 22
Jul 22
Author expresses a bullish view on all NeCloud names, repeating the "more compute" thesis as a sustained catalyst for the sector.
22:20
Jul 20
Jul 20
The author argues that broad sector-wide green days and positive catalysts across multiple AI/HPC and bitcoin mining names signal the sector is near a bottom and poised for another run, but lists them as factual observations rather than explicit personal positions.
13:43
Jul 20
Jul 20
Reports WULF locked ~$19B deal with Anthropic, a fundamental development, no directional view.
MED
11:06
Jul 20
Jul 20
Buy WULF on a landmark ~$19B Anthropic deal — the largest contract cited in the thread — which fundamentally de-risks revenue visibility and contradicts the market's selloff driven by the META excess-compute false narrative.
MED
23:29
Jul 19
Jul 19
Buy compute infrastructure names — Kimi AI hitting capacity limits signals surging AI compute demand globally, providing a demand read-through for data center and HPC-focused operators IREN, NBIS, NUAI, and WULF.
MED
15:40
Jul 17
Jul 17
Article identifies TeraWulf as a direct peer that is 'further along with financing and construction' and has a named tenant (Anthropic), implying lower execution risk and potentially a higher valuatio
Article identifies TeraWulf as a direct peer that is 'further along with financing and construction' and has a named tenant (Anthropic), implying lower execution risk and potentially a higher valuation multiple.
Risk: May already be more fully valued; any sector downturn could hit all neocloud/landlord names.
20:17
Jul 16
Jul 16
Buy WULF as a bitcoin mining/AI compute infrastructure name; author deploys fresh capital into high-beta names down 30-50% on sentiment-driven selloff.
MED
18:39
Jul 16
Jul 16
Reports WULF secured 20-year deal with Anthropic, substantive development without directional view.
MED
17:29
Jul 14
Jul 14
NY moratorium affects WULF only on potential future expansions, not existing operations; author notes WULF is trading below pre-Anthropic deal levels despite limited regulatory exposure.
MED
15:34
Jul 14
Jul 14
The author clarifies that neoclouds are unaffected by the NY ban and suggests WULF's weakness may be due to expansion reasons, not operating issues.
LOW
14:30
Jul 14
Jul 14
Sees WULF's post-deal pullback as unjustified and a buying opportunity given the risk-on macro from cooler CPI.
MED
12:51
Jul 14
Jul 14
Named as an expected sector beneficiary from CLSK's 20-year HPC infrastructure deal; no individual thesis provided.
MED
18:00
Jul 13
Jul 13
AI data center pivot with power edge
TeraWulf is uniquely positioned in AI data centers thanks to the $19B, 20-year Anthropic lease, disciplined capital recycling from the Abernathy sale, and 35 years of power infrastructure expertise, making it a differentiated play versus less prepared Bitcoin miners pivoting to AI.
HIGH
20:37
Jul 10
Jul 10
Author maintains bullish stance on neocloud/AI infrastructure names NBIS, IREN, WULF, CIFR; cites META's $9B data center groundbreaking as a bullish catalyst for the broader theme, framing any red as entry opportunity.
MED
13:43
Jul 10
Jul 10
Buy neocloud names on red days; WULF/Anthropic deal and META's $9B data center groundbreaking validate the sector thesis, which author believes the market has not fully priced in, with institutions already stepping in on weakness.
MED
18:26
Jul 09
Jul 09
Author cites WULF/Anthropic partnership as validation of the neocloud thesis; no explicit directional position in WULF stated by author.
MED
14:56
Jul 09
Jul 09
TeraWulf is preparing to raise about 3.5 billion dollars in debt to build a data center campus in Kentucky, including its first-ever foray into the leveraged loan market.
14:26
Jul 09
Jul 09
WULF cited as having signed a deal with Anthropic, validating the neocloud thesis; author references it as a catalyst but does not disclose a WULF position.
MED
13:51
Jul 09
Jul 09
Author added WYFI near the bottom, expects neoclouds to rally into September with validation from WULF's Anthropic deal and PENG's earnings beat.
13:40
Jul 09
Jul 09
Buy CIFR and WULF after neocloud/AI-infra selloff driven by a false Bloomberg/META excess-compute narrative; author argues META has zero excess compute and institutional buying at lows signals a near-term bottom.
MED
09:16
Jul 09
Jul 09
Buy neocloud/AI infra names that sold off on a Bloomberg-floated META excess compute story; the narrative has been walked back, META has no excess compute, institutions bought the dip aggressively, and retail oversold — setting up a recovery rally from below pre-dump levels.
MED
15:01
Jul 08
Jul 08
Author expresses personal happiness seeing these stocks rise but does not state a current position or forward call, making them watch items.
LOW
13:54
Jul 08
Jul 08
WULF cited as having secured a new deal with Anthropic, used as a neocloud thesis validator; no direct position disclosed in WULF.
MED
09:00
Jul 08
Jul 08
Buy oversold neocloud/AI infra names; Bloomberg's META excess-compute story that triggered the selloff is being walked back, institutions already bought the lows, and retail panic-selling created a mispriced dip with a clear near-term recovery catalyst.
MED
22:35
Jul 07
Jul 07
20-year Anthropic lease is best-in-class.
The 20-year lease agreement with Anthropic for a data center is best-in-class, provides investment-grade credit backstop, and the site is scalable to a gigawatt, positioning TeraWulf for superior long-term returns.
MED
21:10
Jul 07
Jul 07
Anthropic lease secures long-term growth
The 20-year lease with Anthropic represents a best-in-class contract with investment-grade credit backstop, providing long-term revenue visibility and validating TeraWulf's site quality and AI infrastructure strategy. The company is also recycling capital from the Abernathy sale into higher-return direct customer projects.
HIGH
About WULF Analyst Coverage
Buzzberg tracks WULF (TeraWulf Inc.) across 26 sources. 64 bullish vs 2 bearish calls from 25 analysts. Sentiment: predominantly bullish (58%). 106 total trade ideas tracked. Past 7 days: 1 bullish, 4 watch. Latest voices: DeItaone, ren_stocks, wliang.