Reddit Posts
Terrawulf $WULF announced deal with Anthropic. Stock up 20%. Expected to generate $19B
$VIVO - AI datacenter play with 153% SI. New 6K suggests deal will be done ‘early June’
Market is pricing $KEEL like a dead crypto miner because boomer algos literally cant read a ticker change
$KEEL, speculative bitcoin miner to data center play backed by Leopold
What everyone think of WULF? And should I sell it or hold it?
$MARA announcing non-dilutive acquisition of Long Ridge, a 505MW gas-fired plant in Ohio selling into PJM + ~1GW campus w/ AI/HPC potential
$MARA announced the acquisition of Long Ridge Energy & Power - a clear path to 600 gross MW of AI and Critical IT capacity in PJM, on infrastructure we control. 505 MW nameplate CCGT. 1,600 acres.
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
Run it back Turbo Americano - Keel Industries ($KEEL)
TeraWulf (NASDAQ:WULF) Now Covered by Analysts at Arete Research
WULF Stock: Earnings Anticipation, AI/HPC Pivot & Huge Short Interest Align
Beyond the GPU: Indium Phosphide, Plug-Ready Gigawatts, and the 2026 AI Bottleneck.
$DGXX ($2.50 → $10 PT): AI-data center company currently priced like a cript0 miner — Q1 inflection point
My Swan Song: How 20 Years of Grinding Led Me to $GANX
My Swan Song: How 20 Years of Grinding Led Me to $GANX
For the first time today since i started investing, I am in red
The glaring exception to yesterday's market breadth: Tech
AI datacenter Gains ($650K-$1.25M) in 3 months
$WULF hit a 52 week high today and I’m buying more!
ChatGPT Summary of all filings (10-K/10-Q/8-K) submitted on 10/14/2025
$WULF has been coiling for 6-7 weeks. $GOOGL is now the largest shareholder. Over 100M Short Interest (40% SFloat) . Over 600K open call option interest. MC=$5B.
Missed IREN? No you didn't, but look here for another play: $WULF
10-Year Hold Plan with NBIS, DPRO, and HGRAF – Good Idea or Too Risky? Need Advice!
Reddit Investors Were Right: WULF Soars 185% in 3 Months
WYFI - WhiteFiber ringing Nasdaq Closing Bell today
Reddit Investors Were Right: WULF Soars 185% in 3 Months
Bitcoin mining to AI hyperscaling pipeline $GLXY, $RIOT, $CSLK, $CIFR
BitFarms $BITF High-Performance Computing Play
$BITF – do your own DD this weekend
$Wulf - time to talk about value/gamma play 3M+ invested.
(08/18) Interesting Stocks Today- Wegocy Weworks on Liver Fibrosis??
(08/18) Interesting Stocks Today- Wegocy Weworks on Liver Fibrosis??
$WULF 3.5 B marcket cap and 3.7 Billion on Contract with $GOOGL and Short Interest for 30% this do not stop to 15 USD
$WULF 3.5 B marcket cap and 3.7 Billion on Contract with $GOOGL and Short Interest for 30% this does not stop to 15 USD
Anybody make money on WULF yesterday?
Who made money on WULF yesterday?
$WULF (below $5 in past 14 days)... 3B Market Cap.. Google deal worth $3B-$8B in revenue.
$WULF (below $5 in past 14 days)... 3B Market Cap.. Google deal worth $3B-$8B in revenue. 30% ShortFloat.
How aren’t there more posts about $WULF?
$WULF currently only a 3B market cap & 30% short float... today announced a 3B-8B revenue, Google backed data center deal
WULF is up over 50% after GOOG bought an 8% stake
Just had the best day in the market I’ve ever had in my main brokerage.
These Bitcoin mining companies, what do they become when Bitcoin runs out?
$WULF – Terawulf is set to outperform as Bitcoin rallies
$TWG, $WULF, $NMRA, $ARTV, (honorable mention) $SNPX, $CAMP, $ASTS from Squeezefinder AI watchlist 12june2025
🚨 $WULF — The Dark Horse of Bitcoin Mining is WAKING UP 🚨
You guys like your WOLF stock huh? I like mine… +30% SI on WULF! 👀
From the SqueezePlays community on Reddit: BTC has likely started its rebound (see 3 charts below), so miners (MARA & WULF) should squeeze/ bounce back near recent highs soon
Mentions
Fair enough and I’m not a techie in that field so I can only repeat Jensen’s argument that GPU are more versatile and allow models to do more whereas TPUs are much more focused on one task so it’s faster and cheaper in specific tasks. Looking ahead models can evolve to use GPUs in a more efficient way so the advantages of TPUs may diminish a bit. Anyway, I think IREN is struggling IMO probably because the hyper scalers are interested in more control over their money that’s why companies like APLD, CIFR, WULF, etc., keep getting more contracts quickly and IREN is coming up short. The market changes frequently so maybe the business model of IREN may come back in vogue later even as it seems to be languishing now. I have all the stocks I mentioned because of this. Yes, I’m disappointed with IREN but I’m holding all my bags 😂
These companies are still in buildout phase and haven't gotten all their datacenters contracted yet. Go look at APLD when they got CRWV and WULF when they got GOOG contracts. The stock 2-3x that day. I got APLD at 6$ before contracts hit. Sold APLD at 50$ and now I am in HIVE and KEEL as they have not signed their first tenants yet.
Power and Land. Especially since Ai Datacenters are politically bad right now anyone with Power rights and Land will do well. So HIVE, KEEL, APLD, WULF etc.... They cant make more land and power is 5-7 year wait for grid approval for large datacenters at this point. Go google it. Ill wait here.
Batman is enemy of Joker. Joker burnt money in Dark Knights. Joker represent puts and gey bears. Buy WULF calls
Screw this. Going long WULF now
I’m so for real, WULF will blow with our without WSB… WULF is a true value play that has an actual squeeze potential due to the anthropic news.
Made $5k yesterday on UCO, SQQQ and WULF. Not holding anything while the Orange clown is in the Whitehouse manipulating the market.
I NEED A GOOD KARMA INDIVIDUAL TO POST THE FOLLOWING ON DISCUSSION. WE CAN SQUEEZE THIS: NEED A SMART INDIVIDUAL TO DO A WRITE UP AND RESEARCH TO SHARE WULF NEWS. You are early my friend. Down from Anthropic news somehow… Claude is by far the best AI and will need power. WULF has the infrastructure from BTC mining needed to be a long term strategic partner with Anthropic… the need for sustainable power is at an all time high, and ai agents and bought (especially Claude owned by Anthropic) is in extremely high demand… LETS BLOW THIS WULFFFF https://preview.redd.it/r4etvpcbt4ch1.jpeg?width=1206&format=pjpg&auto=webp&s=6f098c067ae7364389f0876230e0cdb6e54a1310
You are early my friend. Down from Anthropic news somehow… Claude is by far the best AI and will need power. WULF has the infrastructure from BTC mining needed to be a long term strategic partner with Anthropic… the need for sustainable power is at an all time high, and ai agents and bought (especially Claude owned by Anthropic) is in extremely high demand… LETS BLOW THIS WULFFFF
You are early my friend. Down from Anthropic news somehow… Claude is by far the best AI and will need power. WULF has the infrastructure from BTC… with the AI news and need for power with Iran news… LETS BLOW THIS WULFFFF
WULF. I’m telling yall, this is the one. PT of $65 within 2 months.
Losing big. Why is WULF ripping? What a pos
All that doom and gloom this morning only for NVDA +4%, NBIS +12%, AVGO +5%, IREN +8%, WULF +12%, etc etc Always buy the dip cause you know it's TACO
sooo, sold all my stocks. full porting to WULF. the recent sell off doesnt make sense considering the fundamentals.
I do not think this will hit 18, and we should panic if it does. WULF has major investments and contracts from Google, who has earnings soon and will likely tell us what they have been hinting at repeatedly: They can't build fast enough and data-center opposition is making it hard to build. That's why they went to WULF in the first place, because they already had a head start on infrastructure. If this hits 21 it means the market lords think Google is going to cancel orders or pull back their build out requirements. That would mean the entire AI play is over and recession time.
Would WULF @$40 be a good price to sell at?
Why WULF, IREN and KEEL? Aren't you short semis/data centers?
more stocks to buy tomorrow EXC KEEL EDHL MSTR WULF IREN just watch after hours it tells the future
WULF massive catalyst 🚀🚀🚀
Since I started trading. I’ve found myself wondering how many people have dyslexia. The amount of times I’ve seen multiple tickers with the same letters or mostly the same, move the same day. Needs to be studied. Today: Open & OpenAI, LHSW & LHAI, YDES & YRD, WULF & WOLF. Not the best examples, and openai isn’t available to me.
i remember when i had full ported 2027 WULF $1 calls last year when it was like 4 bucks and sold when it went to 10 if only i would have just held but they were still only a bitcoin miner back then
WULF headed right back to red. Fucking pathetic
Thought I screwed up by buying WULF on dip last week Thursday. Guess thats my luck done for year now
WULF Anthopic deal... LETS GOOOO :)
WULF pumping means regards are accidentally buy WOLF. (See SPCE analysis)
TeraWulf Announces Anthropic Lease $WULF
WULF $19billion lease agreement with Anthropic wow 😳 KEEL will ride this news
Terawulf owns WULF ticker since 2021
Omg. WULF was such a steal today
All the bitcoin miners that shifted to HPC. WULF, RIOT, CLSK, CORZ, HUT 8. Lots more. Many of them now have deals with a Mag 7.
CHRM, NBIS and WULF have me up again today. Doesn’t get more AI than Neo clouds.
Thought MU would carry my CIFR, WULF, APLD, KEEL. It’s not looking good.
Thank you I already enjoyed them, since the market did exactly what I felt it would do. My positions in AVGO, KEEL, GLXY, WULF, TE agree with you in part.
Some huge bets went on data centres WULF and CIFR recently, for tomorrow's expiry.
Next BTC bull run should be around October, same time the market is supposed to shift. I’m buying the BTC miners that own their own electricity and benefit from AI and Crypto. WULF/WULX, RIOT, MARA (Trump is holding), CIFR, CORZ…etc. I’m up around 1,000% on these so far
WULF - https://catsofws.com/pick/pick-c44ac953
I like data center plays since they are very good with new tenants as catalysts and also no depreciation the the GPU. So APLD, WULF, KEEL, HIVE, etc.
It is notable that Google says they needed to raise because of unexpected high customer demand, and they are already profiting from AI because they stuffed Gemini costs into Workspace. I suggest buying WULF here. As for Meta shitmouthing that they need to raise too, WTF. The insta -5% drop on META (and -3% on AMZN) seems to indicate the market did not approve.
$WULF steady as a rock, I have a hardon for that stock idk why😝
Are you saying KEEL, HIVE, CleanSpark, WULF, Hut8, RIOT can't run 50-80x over the next 2 years? Not to mention the miners that haven't yet pivoted but almost certainly will
in the AI HPC sector you mean? WULF, CIFR, IREN and NBIS would be my top 4 picks. WULF is next in line to announce a deal for their site in KY, aswell as CIFR should announce by EOY a deal for their site in Texas that will be energized by EOY.
They are a previous Bitcoin miner turned HPC similar to IREN, WULF and others but their market cap is a fraction of theirs. They started a little later than the others, but that is no reason to count them out since they already have a pipeline of 2.2GW worth of power as t sites spread throughout Pennsylvania, Washington and Quebec. Moses Lake construction starts this summer and Panther Creek and Sharon sites have received all zoning approvals. Over $500million liquidity, so no need to do any offerings anytime soon. CEO stated in the last earnings call that they plan to have all three sites leased by the end of the year. So those are the major catalysts. Once all sites are operational we're looking at $4-6 billion of revenue per year. Current market cap is $3.7 billion.
HUT TSLA PLTR NVDA WULF CVNA all ten baggers for me
CLS, AVGO, WULF have direct links to Google. When the energy crunch happens, hit up FRVO.
I was all in on WULF for a bit and made money there, now have 28k share KEEL
In addition, apparently the moat isn't that large and while WULF is pretty much the only US player currently that can meet any future 10kV demand, the big boys like Infineon etc have been in the space a lot longer and can meet that demand to. And buyers won't care where it comes from if the tech works and pricing is cheaper. Plus, a trusted big boy vs WULF that may go bankrupt again? Easy choice. Not only that, but the 10kV demand is still a few years away from coming through. By then, their moat will have shrunk further in both the tech and the supply. I'm not saying OPs thesis won't play out, but right now it seems the current WULF rally won't be sustainable once the market realises their big demand train won't appear until a couple years from now (which is what's needed to justify the current valuation). Who knows if this company can even stay solvent until then. They'll almost definitely to a dilutive rights issue to raise cash at these elevated share price levels.
But I also own random amounts of shares in like 20 companies to keep an eye on. From like 100+ dollars in Jedi to a couple shares in coca cola to try and watch how the market moves in many different segments. Shares from Cisco at 60. WULF at 10 when they made a deal with Google. Was buying Voyager cheap but sold because they did business with palantir.
And Terawulf (WULF) benefits from it. Let’s go!
WULF will have another rally
IREN, APLD, KEEL, WULF, CRWV etc
Never enter a trade without a solid reason for it. If he doesn’t sacrifice the 2k now, he will be down a lot more if the software stocks continue crashing. Diversify regular solid stocks like others said. Some ideas. Ai infrastructure stocks (APLD, IREN, CIFR, WULF) and memory chip stocks (MU, MRVL, MXL, and many more). They are a little high now, so may want to wait for a little pull back but even if you get in now, they will most likely end higher by end of the year. Just put a bit into each. Take it slow and don’t risk crazy money on lower stocks. AI AI AI. Software will partially be taken over by AI so that’s why they software stocks like INTU are all down 50%+.
100%, 28k shares here. Full ported from WULF
~+19k. CVNA shares and calls. CIFR and WULF shares. 🚀
Why all neocloud plays pumping? It is not only NBIS IREN NBIS APLD KEEL WULF HUT
You missed the most important one, and perhaps the most far along one: WULF
How come I always see WOLF in here but never WULF
Bought 1 share of WULF
I just sold all my WULF and went all in on KEEL, between my mom and me we have 28k shares
I made some $$$ with WULF calls yesterday. I also like WULF
$WULF calls on the upcoming short squeeze 🤑
RDW for space. LUNR is on discount though, now that the bad enws has been priced in. It might bounce back today. WULF for datacenters.
Please tell me what to buy: AI Datacenter plays: IREN, NEBIUS, APLD, WULF, KEEL, CLSK, HIVE, CORZ, CIFR Space: BSKY, PL, LUNR, FLY Energy: ?
I’ve had WULF since $5
$WULF one of them ones man. $40.00 EOY
Money laundering? It’s far more traceable than cash. The entire ledger is public and you can’t cash out at a bank without being identified. Look at all the bitcoin mining companies turned data centers. Do you think all those data centers will be at full capacity leasing their power? It makes sense to mine bitcoin in the downtime. Look at $IREN - the CEO has talked about ebbs and flows between HPC compute and bitcoin mining depending on profitability. We are in a bitcoin bear market right now so all eyes on HPC. You have google invested in $WULF who also mine bitcoin. You have the NVDA CEO talking up bitcoin. It will be a major part of all data centers, not just the ones that converted from bitcoin miners. Inflation keeps the retail case strong as well.
WULF and KEEL for data center plays, let's goooo
Everyone talking about MU while WULF up 12% today as well.
Big $WULF announcement! Another 1+ GW AI and HPC campus in Eastern Kentucky!!!
I bought WULF at 1.85 and sold at 2.50 FML
MARA is still basically a high-IV proxy for bitcoin plus management decisions, but that AI pivot adds another layer of business risk. If you want cleaner bitcoin mining exposure for CSPs, I’d look at RIOT, CLSK, WULF, or CIFR and compare IV, liquidity, balance sheet, and BTC holdings. Just remember the high premium exists because these names can gap hard.
Just don't accidentally by WULF. I did that lol I was able to sell right out and only lose a penny per share or something. But still...
Ok, I just looked into MU and other RAMmie's post-settlement clause model they've been doing on RAM orders. Quick rundown for the regarded: since February, RAM producers have went away from the fixed-price model (both sides agree on a price, shake hands, manufacturers deliver and buyers pay it off) to a model where producers can change the price *after delivery* until full settlement. Basically, "you bought this for X, but now you've gotta pay X+Y". Micron, SK Hynix, and Samsung all started this around the same time, and they control 90% of global RAM production. With Samsung (~36% of global production) having to possibly spool down for this strike and not being able to spool back up for quite a while, RAM spot price is going to skyrocket, and this might possibly put this whole AI rally's face to the pillow and fuck it to the dirt. Samsung bowing out is expected to spike RAM prices an additional 50%+, after the almost 100% raise we had in Q1. Spot prices for DRAM have already jumped 20% last week off of the *threat* of the strike. The Big 3 rammies have also adopted a "no long-term contract" model and forcing buyers into quarterly/monthly agreements; Samsung wouldn't even let *Samsung* get long-term contracts for the Galaxy S26 production. (Protip: if you're an Android guy buy a fucking phone *now* if you need an upgrade). This is gonna fuck *errbody*. But it's gonna chiefly fuck a few players: 1.) NVDA. They've got $500bn of Rubin orders locked, they can't ship those without HBM4, which they were relying on Samsung for. 2.) Tier-2 compute providers. Tier-1 hyperscalers like MSFT/AMZN/META/GOOGL are gonna feel the pain on longer wait times, but mark my words, WULF and APLD are *fucking fucked*. They're already in a dangerous game of letting CiP status on unbuilt compute save them from depreciation, having to add these extended leadtimes will actually kill them. I'm posting this once, listen to it or don't. I know half of you fucks can't read beyond 13 words without having an aneurysm anyway, so TL,DR: Samsung fukt, tech fukt, bol fukt.
Dominating it. You only need one winner to essentially set yourself up. With that said, you also need to be very lucky. I had RKLB at $7 and sold most at $113 for like 1900% ; have WULF at $3 and sold half at $20 etc. I’ve also had zero total losses. As I said, you need luck.
Calls on LUNR, MRVL and WULF
Jesus Christ, APLD and WULF bankrupt by EoW Wheels might be starting to fall off, the pigeon was right
Anyone else pick up APLD or WULF on Fridays dip?
Got in Bitcoin around 800 each in 2015... luckily I put 10k in at the time and it got me approx 11.43 btc. Sold all last year in October after holding for 10 years.. and lump summed it all into VOO. Ethereum around 70 each. Got into Terawulf (WULF) in early 2023 at around 1.50/share. Several other single stocks, but I've primarily invested into VOO. The next plays are QTUM, AIQ, XBI, VDE, and TINY.
This is a nice dip to pick up more LUNR, APLD and WULF
WULF calls look juicy right now
MU was trash today, but I'll take the bump from NBIS and WULF. SOXL too.