WULF TeraWulf Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:34
Sep 10
Sep 10
Author is bullish on the AI sector and hopes all players do well.
Author is bullish on the AI sector and hopes all players do well, but explicitly says he is not investing in IREN due to management alignment concerns, making this a watchlist observation rather than a position.
16:21
Sep 09
Sep 09
Author explicitly holds and added to a short in IWM while remaining cautious on the market.
Author explicitly holds and added to a short in IWM while remaining cautious on the market, with all other tickers framed as rotational watchlist observations rather than active positions.
12:17
Sep 09
Sep 09
TeraWulf converts power to 20-year contracted cash flow
TeraWulf is cited as one of the former bitcoin miners that became a landlord, signing a roughly $19bn, 401MW, 20-year contract in Kentucky. The author's mechanism is that miners own scarce grid-connected power and queue position and convert to contracted cash flow. Risk is the long lead time before capacity is online.
MED
17:42
Sep 08
Sep 08
The author announces a data center tracking tool launch.
The author announces a data center tracking tool launch, listing companies as research coverage rather than expressing any directional trade positions.
LOW
09:34
Sep 08
Sep 08
Long AI data center provider WULF.
AI data center/power optionality thesis - AI infrastructure expansion requires more data centers. Long WULF as option.
MED
16:39
Sep 07
Sep 07
WULF acquiring generation station, power scarcity play
Long WULF as an operator acquiring its own generation station, giving it direct control over power supply for AI compute buildout in an environment where electricity scarcity is the key constraint.
MED
16:18
Sep 07
Sep 07
Long WULF buying generation station integration
Long WULF as it vertically integrates power generation by acquiring a generation station, gaining independence from grid constraints and securing long-term low-cost electrons for compute buildout.
MED
14:54
Sep 07
Sep 07
The author argues AI is not a bubble and maps the AI stack across energy, compute, silicon.
The author argues AI is not a bubble and maps the AI stack across energy, compute, silicon, memory, photonics, physical AI, space, and software, but frames it as a research map rather than a personal position.
14:26
Sep 07
Sep 07
Author presents a bullish AI supply-chain map across energy, compute, silicon, memory.
Author presents a bullish AI supply-chain map across energy, compute, silicon, memory, photonics, physical AI, space, and software, but frames it as a research/beneficiary watchlist rather than stating personal positions or explicit buy calls.
13:26
Sep 07
Sep 07
The author frames a broad watchlist of emerging AI infrastructure and frontier tech names.
The author frames a broad watchlist of emerging AI infrastructure and frontier tech names as research targets for future winners, not current positions or trade calls.
LOW
12:44
Sep 07
Sep 07
Author adds two AI infrastructure names to a parent's squeeze thesis without stating their own.
Author adds two AI infrastructure names to a parent's squeeze thesis without stating their own position or forward call.
LOW
08:52
Sep 07
Sep 07
The author outlines a broad AI infrastructure investment thesis across multiple sectors.
The author outlines a broad AI infrastructure investment thesis across multiple sectors but frames it as an opportunity map rather than stating any current positions or explicit buy calls.
LOW
21:51
Sep 06
Sep 06
Author explicitly endorses three parent-listed tickers with "YES" in reply to a 5x-10x.
Author explicitly endorses three parent-listed tickers with "YES" in reply to a 5x-10x portfolio request, treating them as high-conviction bullish candidates.
15:02
Sep 06
Sep 06
Research list of high-risk speculative names
The speaker recommends researching a list of speculative small-cap names, acknowledging high risk, without endorsing a directional trade.
LOW
14:23
Sep 06
Sep 06
WULF watch, AI list entry
Crypto-mining name in AI list; no author ownership beyond mention; watch.
MED
20:10
Sep 04
Sep 04
The tweet is a factual announcement of new RWA perpetual listings on Lighter.
The tweet is a factual announcement of new RWA perpetual listings on Lighter, offering 10x leverage, without expressing any directional view on the underlying tokens.
LOW
20:03
Sep 04
Sep 04
Comment notes "WULF is already getting all that anthropic paper" — implying WULF is monetizing AI/anthropic-related compute contracts. AI infrastructure names with real offtake/“paper” flow from top AI labs are being rewarded; WULF is flagged as a direct beneficiary of this emerging revenue stream. Watch for momentum confirmation; the data point points to a developing AI money-flow story. Single vague mention with no detailed model, price data, or follow-up comments to triangulate conviction.
LOW
23:18
Sep 03
Sep 03
Author explicitly states bullishness on WULF, HIVE.
Author explicitly states bullishness on WULF, HIVE, and APLD in reply to Cramer's data center theme, endorsing these as long positions.
18:00
Sep 03
Sep 03
Author calls WULF massively undervalued with a promising Anthropic partnership.
Author calls WULF massively undervalued with a promising Anthropic partnership, framing it as a top long-term investment.
MED
18:49
Sep 02
Sep 02
Author argues AI data center demand justifies growth stocks near bottom after 50% declines.
Author argues AI data center demand justifies growth stocks near bottom after 50% declines, but offers no explicit position or forward call.
LOW
13:00
Sep 02
Sep 02
Author lists eight stocks as undervalued with a bookmark request.
Author lists eight stocks as undervalued with a bookmark request, but provides no position disclosure or explicit forward call, so all are watch.
LOW
12:52
Sep 02
Sep 02
Author agrees with the parent's advice to buy stocks when red but only lists tickers without.
Author agrees with the parent's advice to buy stocks when red but only lists tickers without stating a position or forward call.
LOW
21:50
Sep 01
Sep 01
WULF watch; no explicit position.
Watch WULF because the post is a beneficiary-map/research note from Dell AI-power demand, not an explicit buy/own/hold call.
MED
21:37
Sep 01
Sep 01
Author lists three tickers in reply to a Dell AI data center buildout quote without stating any.
Author lists three tickers in reply to a Dell AI data center buildout quote without stating any position or directional view, so they are indexed as watch.
LOW
14:16
Sep 01
Sep 01
Strong buy WULF long-term AI cloud
Strong buy on WULF for the long-term, aligning with the AI cloud/data center growth narrative highlighted in the parent interview context about IREN's capex and GPU bottleneck.
MED
22:03
Aug 31
Aug 31
Buy SIVE, INFQ, WULF dips as long-term investments
Author recommends buying dips in SIVE, INFQ, and WULF as long-term investments rather than speculative influencer-driven purchases; frames them as quality alternatives to GPRO.
MED
22:38
Aug 30
Aug 30
Bullish on AI infrastructure names after Huang comments
Author is very bullish on PENG, NVTS, and WULF in response to Jensen Huang's comments on AI creating new companies and industries, with $400B invested in AI startups.
MED
22:37
Aug 30
Aug 30
Author agrees WULF is undervalued but expresses no explicit position or forward call.
Author agrees WULF is undervalued but expresses no explicit position or forward call, only a supportive comment on the parent's bullish view.
LOW
21:51
Aug 30
Aug 30
Long AI infrastructure basket across power to silicon.
Buy WULF, PENG, NVTS, and MRVL as a basket representing the power, construction, efficiency, and silicon layers of America's AI industrial buildout, supported by the AI-driven reindustrialization narrative and demand for power and compute infrastructure.
MED
21:48
Aug 30
Aug 30
Demand for AI compute outweighs data center protests.
Continue to hold or build positions in WULF, GLXY, and APLD despite local resistance to data centers; the underlying demand for power and AI compute will outweigh community opposition as a growth catalyst.
MED
About WULF Analyst Coverage
Buzzberg tracks WULF (TeraWulf Inc.) across 41 sources. 95 bullish vs 4 bearish calls from 43 analysts. Sentiment: predominantly bullish (40%). 227 total trade ideas tracked. Past 7 days: 1 bullish, 14 watch. Latest voices: thebigberbowski, Mark Minervini, u/SurpiseCurrencyDebas.