Added to YB: 2026-09-25
Pitch date: 2026-09-22
WULF [neutral]
TeraWulf Inc.
-4.96%
current return
Author Info
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Company Info
TeraWulf Inc., together with its subsidiaries, owns, develops, operates digital infrastructure in the United States.
Market Cap
$8.6B
Pitch Price
$17.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
-38.71
P/E
-3.84
EV/Sales
68.19
Sector
Software
Category
growth
NeoCloud Thesis: The Best Players, How They Make Money, and Their Path to 5x - TeraWulf Inc.
WULF (quick overview): TeraWulf converts industrial and mining sites into AI campuses, led by a 20-year, ~$19 billion, 401 MW Anthropic agreement in Kentucky. Brownfield development can offer faster construction and cheaper interconnection than greenfield campuses, while Google's backstop on earlier Fluidstack deals supports financing. The company has an estimated ~25% chance of a 5x in five years, but that requires on-time Kentucky billing and another high-quality tenant.
Read full article (1 min)