WULF

iMakeGOODinvestmemts

Easy short would be the neo clouds. They take on so much capital risk for about 20% profit margins.. $NBIS $IREN $CRWV $WULF $CIFR All because of a GENIUS STRATEGY This is how it works: 1 - Hyperscale customer signs a contract that barely makes money over the term 2 - Neocloud must borrow massive amounts just to build the data center 3 - The MAG7 client will pull the rug on the neocloud at the end of the term - neocloud goes bankrupt 4 - Hyperscalers scoop up fully built datacenter for pennies on the dollar! Bonus: The MAG7 buys up all extra capacity so other startups can’t access any compute the next 3-5 years. It’s a genius strategy and it’s playing out in real

Smongk

Google news = WULF pump soon?

Smongk

So all in WULF?

Far-Breakfast-7853

Buy WULF Calls 2027. 20 strike price.

Ok-Comfortable-3174

we still bullish long term on stuff like WULF and HUT 8?

No_Acanthaceae_2198

WULF, ONDS, SOFI, PLUG (a speculative cheap stock, I don't think they'll go much lower and they're worldwide and cutting costs, I think they're ready to take off), NBIS, RKLB

joe4942

IREN and WULF -22% reversals today.

STONKLEAPS

I honestly don’t know how anyone could resist going all-in on WULF right now.

joe4942

Wouldn't want to be someone that FOMO bought IREN/WULF at the open lol. IREN reversed -14%, WULF -16%.

Changeuplife

WULF on its way back up, volume increasing...let's go!

TheRootOfMostEvil

Let’s go WULF! 10 bagger in the making

PositiveNo7994

WULF name reminds me of WUPHF from the office so i'm gonna stay away

STONKLEAPS

WULF is a 🍋 candidate, any day 💰

STONKLEAPS

wow WULF bolic

LasyKuuga

WULF cola big pump today

STONKLEAPS

WULF up from here

trout19

Why is WULF up? Seriously

h4bs22

Just buy Google and whatever they invest in. WULF ASTS

Character-Pizza-8133

Looking for a lift to AMZN, WULF, and VST

Dumbest_Degenerate

It really depends. Some of them like WULF landed some solid deals. GLXY has a deal For 800mw with CRWV. NBIS is doing a software stack and having deals with other players o fund growth. Then you have someone like IREN who is annoying revenue numbers with terrible margins/ROIs. Stock ripped on the news. It was crazy. I think we’re going to have a bifurcated market of players that have real business models and ones that are rising the AI hype. Hopefully market starts appreciating the former and correcting the latter.

Early_Level9277

And Paul prager the terawulf ceo tweeted this… buy your $WULF shares now while they’re on sale https://preview.redd.it/dy1ckwzz8i1g1.jpeg?width=1170&format=pjpg&auto=webp&s=f2ce8935b8d3dffb12a9759217169a23d3a2c82e

Needleworker443

Happy to see WULF was not a pnd

h4bs22

You know what data center Google owns lots of shares in? In Texas.... WULF

Needleworker443

Is anyone else bag holding WULF? Bought 1000 shares at 15 to run the wheel but now forced to become a long term investor.

h4bs22

WULF

Any-Video4464

WULF

ProfessionalSite1298

$NBIS $APLD $CRWV $BITF $HIVE $WULF $ CLSK corrected 40-60% in a month. The story and demand for their services only has grown but clearly theyre forcing them down to re enter again soon

Bane68

WULF

Tight-Milk-1017

WULF…. I’m holding a decent amount. Anyone else? Gains have been wiped out the last couple of days. Now a good time to buy more? I still think it can get up to 20.

TurbodToilet

WULF getting pulverized

Gom_KBull

Just read on which entities are exposed via stake in CRWV, WULF, CIFR, OWL Holy fuck, gfc was a grain of rice compared to this entire fucking sack

BuggyDeniroDaBully

I’m in 1/16/26 13C on WULF currently 🤷‍♂️began scaling in today during the dip

peter1371

Thoughts on WULF? They’re somewhat similar to IREN but is indirectly correlated with Google. Crypto stocks trying to pivot to HPC due AI hype Are all the crypto stocks turned to HPC stocks, meme stocks? Your best bet is NBIS like everyone said in this thread. Thoughts on APLD? Since APLD seem to be a pure data center stock and not no crypto stock

h4bs22

WULF They tweeted that they are part of this

h4bs22

WULF getting some anthropic action https://x.com/TeraWulfInc/status/1988632657853341814?t=qnZzGnFaKsN6Jnl7rQlajw&s=19

h4bs22

Anthropic to commit 50b in data centers in US texas... with fluidstack.... WULF 👀👀

turkishtummytickler

selloff on WULF was overdone, I am buying

circadiggmigration

I bought WULF post earnings last night. Thought I was getting in low on a speculative stock. These things fall and rise in wild swings, that's why we own them in the first place. As it turns out, I could have bought much lower because the stock fell another 10 percent today. As long as it's not an absurd amount of money you'll probably be fine in two weeks.

circadiggmigration

The entire sector is down. WULF reported yesterday and I even went long. But let's not pretend they were the victim of malicious rumors that tarnished their steady and storied history. They're gambles.

SmallCapsOnly

Welcome to WSB where people judge your stock with severe scrutiny 🧐 While simultaneously holding: $OPEN $LULU $BYND $WULF $NVO

circadiggmigration

I bought WULF yesterday post earnings. I agree with you, but it's... speculative. I think "load up" is a little hasty.

amplaoumplasD

NBIS IREN WULF I’m dead.

getbentspez

Neoclouds won’t make money in the future. Big buying opportunity for CIFR, IREN, WULF etc. once the market realizes these companies are not neoclouds and more power brokers in the HPC/AI space they’re going to fly again. Load up boys and girls

DicksFried4Harambe

TLRY CIFR WULF HUT IREN I’m forgetting some 2021 baby

gopoohgo

CRWV, WULF, APLD all down >10%

amplaoumplasD

Well I'm now a proud WULF community member!

dakdude

Picked up 11/28 $14.5 calls earlier today. Debated going for January exp for longer runway but in true regard fashion figured I’d chance it on this week being meme/vibe plus good ER. I think the stock fared pretty well with the call and rebound after the initial shock of the ER subsided (and algo trading). Could’ve been way worse, just look at CRWV. Long term I think this WULF is well positioned, hopefully the short term swing pans out too

vincexxx879

So you are suggesting not to go with TLN, BE, WULF and the likes? What would you prefer to invest in then ?

Always_Curious_One2

The hyper scalers know how to build LLMs and run data centers. Generating electric power is a completely different thing. AMZN has widely contracted with TLN to access its reliable nuclear power, GOOG has contracted with several utilities and did an interesting deal & investment in WULF. As much as the hyper scalers want clean low carbon power - they need electrons far more, so they are contracting with utilities that mostly use natural gas or buying and installing the natural gas turbines IF they can get one (4 years back ordered). The regular utilities Are seeing new growth from the hyper scalers , but this is mixed in with their existing residential and commercial generation and transmission/distribution businesses. Some well run ones will be ok stocks And pay you a growing dividends. But the new generation stories like TLN, BE, WULF have been / will keep being leaders as pure plays. There are flaky power stories that are Years away from any profits or cash flows and some that take on enormous debts - so avoid those.

breakyourteethnow

Am holding LEAPS on IREN, WULF, APLD, CIFR, BTBT, BTF - Not all well flourish but by '28 some of these going to have made my LEAPS very generous return as the data centers are built out and services are rented out, making subscription based income from big Mags 7 companies and more. Big futures ahead, AI isn't going anywhere.

gorgcsubsdownvoters

Definitely need a huge update, WULF is quite heavily shorted so hopefuly who hold longers call could net gains from a squeeze

CanadianAbroad7

WULF posted phenomenal earnings and guidance. Still such an underrated data centre play

ten7four

WULF EPS -$1.13 actual vs -$0.04 estimate lol wtf

szokdogg

WULF not even close to hitting those EPS

brennfl81

WULF oooof

DWManagement

Debating WULF calls

miiiiiio

Advises on WULF ?

DicksFried4Harambe

More pot more crypto CIFR WULF HUT IREN TLRY BTBT

Brubiu

oh yeah man, the downtrodden WULF that has done, uh, 300% in six months. wtf you bozos on about.

gorgcsubsdownvoters

WULF 37% short, if earnings goes well we might be in for a squeeze

RJB925

How about $WULF

moorhound

This is gonna be one meme-ass earnings week - OKLO, BYND, ASTS, RKLB, RGTI, CRCL, WULF, PLUG, RCAT, BBAI, CRWV, BITF. *None of these companies are profitable.* Every single one has negative P/E, and business plans that range from dubious to outright fraudulent bullshit. I know some motherfuckers here are going to be YOLOing their whole inheritances on this stuff.

Bagholder147

Got WULF calls and thinking about CSCO target raised to $80. Shifted to A.I so calls.

Candid-Regular3709

Every single "Bitcoin Miner" is now a high performance computing POWER company for Al infrastructure. Here to see if everyone here knows this already $RIOT $MARA SIREN $CLSK $WULF $CORZ $BITF $HIVE $HUT $CIFR $BTDR ALL WILL OFFER THE IMMENSE POWER CONTRACTS NEEDED FOR Al.

iamgettingbuckets

I’m with you and up nearly 200% on NBIS and not selling but def consider a degree of diversification by looking at WULF and others. There’s room to grow among multiple players here IMO.

moorhound

Holy shit, Monday/Tuesday earnings next week: RGTI, OKLO, BYND, BBAI, WULF, CRWV, ASTS, RKLB, MVST It's gonna be RETARDED in there

Try_finger-but_hole

Hmmm WULF calls or puts? On one hand they will probably dump, but on the other hand the logo is cool

h4bs22

Let's go ASTS and WULF. Big Monday

Character-Pizza-8133

WULF 11/21 13P - let’s have it.

pagalvin

It's 2-leg execution in the classic "covered call" sense of it. It's a buy/sell - buy 100 shares, sell an option. They both execute at the same time. I have lost money twice: 1. Stupidly got caught up in unfounded excitement about WOLF a few months ago. They declared bankruptcy. Their stock went down 66%. Luckily, I had earned 33% back in premium, so my net loss was 33%. I partly credit this experience for me not getting into BYND or anything remotely similar since. Well, I did OPEN for a day and that worked out but I backed out early :) 2. I lost money on WULF. I bought them back in Feb or very early MAR. I chased lower premiums below my basis and got caught when they rose. I'm more careful about it now. There is no free money :)

Early_Level9277

Yah forgot about them. I don’t know enough about them. I hold GLXY and WULF. Had IREN under $10 but lost shares to covered calls and never reentered

Early_Level9277

Don’t forget WULF, BITF, WYFI, APLD, and GLXY, and can even throw NBIS and CRWV into the mix as well. All former BTC miners trading at low multiples that are all transitioning their data centers and hardware to HPC and renting out compute to the big companies that need AI compute. You can still be early to invest in these as they all still have relatively low market caps compared to their future potential a few years down the line.

Weak_Commercial_7124

WULF

Always_Curious_One2

IREN has the capacity to contract a lot more of their electric generation and data center space after the deal with MSFT. They were smart to get a nearly free convertible bond (zero interest and a very high conversion price) and then they get an upfront payment from Microsoft. So they have the cash to buy GPUs and servers and start generating revenue and profits. They said the EBITDA margins on the msft deal will be over 80% as the spend is already mostly done. I don’t know CIFR well, But I’d also look at WULF which Google contracted and took an equity stake in. Partnerships like Microsoft for IREN and Google for WULF say a lot.

gorgcsubsdownvoters

Lost 30%, I did DCA today with gains from WULF

Emilio___Molestevez

port was showing some datacenter bloat. too easy for a few months there. pared back down to $NBIS $IREN $APLD $WULF $CRWV.

InvestNewWorld2025

WULF stock

Practical_Bee_6817

WULF is going to the moon in the next year

tomgreen99200

Try WULF. Still under $20

15xorbust

APLD has a bigger incoming pipeline for hyperscaler dealers than any of the others. WULF likely to outpace the other major datacenter guiders shorter term in share price growth as it catches up following its Fluidstack deal expansion. NBIS is the gold standard. Best run and managed one. Owns the GPUs as well and has low capital costs IREN - most potential for growth among the really big companies. Tons and tons of contacted power. I would avoid CRVW - debt and cost of capital are massive CIFR likely to have a big bounce soon when it signs as tenant for its Black Pearl site. I would avoid BITF - share price is very tied to BTC and is down 40 percent in recent days. HIVE has scant HPC operations compared tot he others. Primarily a miner. CORZ likely to have a huge bounce in share price now that it is unshackled from the low price CRWV merger/firesale threat. Moonshot low price early stage data center companies include DGXX and NUAI. Very low cap and much higher risk but more exponential growth upside potential if they succeed as their market cap is so much lower. My own biggest holding is APLD. I love their trajectory and pipeline.

proflashlol

very odd that very little mention of CIFR & WULF who actually have a MAG7 client

breakyourteethnow

WULF is one of my biggest holdings. Am following Google, they've invested heavily into WULF. Have LEAPS out to '28.

breakyourteethnow

IREN, APLD, WULF, NVTS, BTBT, BITF, CIFR all are the cream of the crop imo backed by funding from much bigger players like Google for WULF

breakyourteethnow

I am in IREN, APLD, WULF, NVTS, BTBT, BITF, CIFR - Data centers are the future unfortunately tech will only keep expanding until the entire world if a giant computer

Disastrous-Rent7438

[$WULF is a data center banger](https://www.reddit.com/r/TerawulfStock/s/ifAxOo0Nbs) The above is a quick analysis on the obvious upside of $WULF even in a conservative scenario. Btw this analysis doesn’t even include the recent deal extension for the Abernathy plant where they will be making an additional $190M of revenue per year.

proflashlol

how do you compare RIOT to some of the players already ahead? CIFR & WULF specifically

breakyourteethnow

Yeah I reentered. I am holding mostly LEAPS out to '28 on data center players ex bitcoin miners, data centers are the future so holding IREN, APLD, WULF, aside from RKLB, SOFI, DKNG, LAC, few others basically long term plays which are currently under construction. I'm up 150% YTD basically. I also buy 30dte monthly calls on NVDA when it dumps it's been the easiest money maker my $190 calls went so deep ITM recently

Thisispaartaaa

I mean ya, that sucks...but honestly, like I said, go try some smaller cap plays...they swing 5-10% a day..go look at APLD, or WULF, or BITF....those fuckers are volatile at the best of times

Mediumcomputer

Don’t listen to that other guy. He doesn’t know what he’s talking about. Ai is NOT a bubble. It is financed by high revenue mega corporations with their checking accounts. This is not the dot com boom of massive valuation from startups with vapor. The industry is laying the foundation of the next streams of revenue paid for by their own earnings they’ve been stacking with monopoly rents on tech services. Your pick though is one of the next gen hyper scalers and they’re all going through a period of holding it together and providing stable service while growing so rapidly. You’re going to be fine. Just read the news and really get to know the company and perhaps learn another company in the field. I left NBIS out of my current lineup but I might add it back soon. You may look at APLD, WULF, CRWV, IREN, and GOOG as some other good options in this arena.

BiggRFinger

WULF. Great company, moving upwards. Imo will be the big winner in this growing AI/HPC space

bobbymc72

Quantum computing, crypto stocks, Tech. Ex: RGTI, CRWV, IONQ, RIOT, CIFR, WULF, NVDA, GOOG, etc.

Vegetable-Lemon6669

Anyone looking at WULF?

blazing_straddles

>The **unforgotten** gem in AI / data center space. People often mention $CIFR, $WULF, $APLD, but $CORZ is not talked about enough. https://preview.redd.it/mn2l2diik4yf1.png?width=308&format=png&auto=webp&s=49e37f16527e2c48cd80b3954a8a8d2b3e9096e6

HunterSwifty05

!banbet WULF 20 60d

Silent_Opportunity43

Stock brokers also have clients and a set of rules they have to abide by. If a stock doesn’t meet certain criteria the can’t buy it, so by having this competitive advantage as a retail investor we can make explosive returns finding these picks. I’ve had WULF and CLSK since 2022 because I was betting on clean crypto mining with relatively “green” energy to do well on the next 4 year cycle. What It turned into was an entire AI data centre tailwind with these companies pivoting and making me more than I could have imagined. I will always believe stock picking is better than etf’s if you put the time in. You can’t make life changing money with ETF’s imo and I plan on retiring before 55

YoDooley

Don't feel bad, just look up WULF's HQ address on Google Maps.

Thisispaartaaa

I sold Wulf yesterday for a 200$ loss at around 13.75....thanks for playing I guess....Wasn't leaving 20k in...cause what happened to GLXY today could have happened to WULF today...you win some you lose some. Name of the game when you are a trader

DarkR124

WULF and NOK killing it today and I missed both. Weren’t on my radar at all…damn.

IAmTheSilent1

WULF and SOFI.... gonna have to hold on to these for a while.

Character-Scratch374

WULF