WULF TeraWulf Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:36
Jun 12
Jun 12
Author agrees with the parent's classification critique but expresses uncertainty about how to label these names, offering no personal position or trade call.
23:30
Jun 12
Jun 12
Long WULF — author explicitly discloses a small existing position in the crypto miner, confirming active ownership rather than a watch-list mention.
MED
23:21
Jun 12
Jun 12
Watch neocloud names as the author is researching the ecosystem but has not committed to specific new positions; disclosure of past holdings does not imply current active longs.
MED
17:54
Jun 11
Jun 11
Watch these Neocloud colo names as potential beneficiaries of Anthropic's DC lease push, per The Information report.
MED
03:21
Jun 09
Jun 09
AI-pivoted miners outperform pure mining.
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
HIGH
21:17
Jun 06
Jun 06
The author notes that Bitcoin miners have become relevant to major tech companies but expresses uncertainty about long-term AI infrastructure buildout, making this a factual observation rather than a trade call.
LOW
12:20
Jun 05
Jun 05
TeraWulf is exploring access to the leveraged loan market for its AI infrastructure build out after executing a landmark junk bond sale.
11:45
Jun 03
Jun 03
Watch WULF as a Google-backstopped AI compute host with Google holding warrants, giving it a direct financial relationship with the hyperscaler's infrastructure expansion.
MED
23:56
Jun 01
Jun 01
Watch WULF as a beneficiary of GOOGL’s colocation deals via Fluidstack, but no position disclosed.
MED
00:41
May 28
May 28
Long AI data center stocks
He is a long-term AI bull and owns data center stocks that benefit from AI demand, specifically TeraWulf, Cipher Mining, and Iron Mountain. He has held these positions for years and believes the AI capex cycle supports them.
HIGH
22:19
May 27
May 27
Terawulf benefits from AI power demand
Terawulf's scalable power infrastructure capability, long-term contracted revenue model, and management team that can execute on energy procurement and construction positions it to benefit from the insatiable electricity demand from AI data centers. The company has announced a new gigawatt data center in Kentucky and has long-term investment-grade offtakers, providing predictable and financed revenue streams.
MED
22:02
May 26
May 26
TeraWulf acquired a 1+ GW data campus with phased power buildout; significant capacity expansion tied to new 345 kV substation infrastructure. No directional view from speaker.
LOW
01:19
May 26
May 26
The author simply notes that White Fiber is leading the pack, but the tweet is a factual report of daily price moves in data center stocks without any forward-looking opinion or trade call.
19:57
May 19
May 19
Tier-2 compute providers like WULF rely on timely GPU/ASIC deliveries; extended RAM lead times from Samsung strike worsen already precarious financing structures. WULF uses “compute-in-progress” status to defer depreciation; longer lead times mean delayed revenue and potential financing covenant breaches. Short WULF as the supply chain shock threatens its survival. WULF may pre-buy alternatives; stock already depressed; low liquidity spikes.
MED
13:15
May 08
May 08
Discloses personal long positions in a portfolio of crypto mining and AI infrastructure stocks, with CRWV noted as lagging and HUT/IREN leading.
HIGH
19:00
Apr 30
Apr 30
Neocloud beneficiary as hyperscalers cannot build GPU capacity fast enough internally.
MED
18:05
Apr 28
Apr 28
Bearish view on subscale powered-land developers as the competitive moat shifts from land control to integrated power execution, increasing execution risk.
HIGH
14:00
Apr 25
Apr 25
Iren and TeraWulf are favored.
Iren and TeraWulf are two stocks he really likes, likely tied to the energy/GPU theme from the Leopold Ashburner playbook, though no specific catalyst is given.
LOW
15:28
Mar 26
Mar 26
Most crypto-related stocks are seeing significant declines while MARA gains despite Bitcoin's poor YTD performance.
16:16
Jan 24
Jan 24
Long WULF - Buy listing with explicit Remain long on colo/neocloud sector despite priced-in caveat for 2025 30-40%+ moves.
HIGH
12:46
Jan 02
Jan 02
Strong Buy WULF — Neocloud space recovery play; OpenAI capex fears de-risked.
HIGH
01:53
Dec 11
Dec 11
Backstopped by hyperscalers; isolated from OpenAI counterparty risk; buying opportunity in selloff.
HIGH
01:18
Dec 11
Dec 11
Backstopped by GOOGL; isolated from OpenAI risk; irrational selloff is buying opportunity.
HIGH
20:06
Dec 10
Dec 10
Buy; similar to CIFR; rerating likely on more Anthropic buildout info.
MED
About WULF Analyst Coverage
Buzzberg tracks WULF (TeraWulf Inc.) across 12 sources. 46 bullish vs 2 bearish calls from 13 analysts. Sentiment: predominantly bullish (75%). 59 total trade ideas tracked. Past 7 days: 2 bullish, 3 watch. Latest voices: ParadisLabs, aleabitoreddit, Seo Dong-ju.