TeraWulf (WULF) has strategically pivoted from Bitcoin mining to high-margin high-performance computing (HPC) leases, securing major contracts with Google and FluidStack. WULF's aggressive data center buildout, including Chesapeake and Muskie campuses, underpins a projected ramp to 2,900 MW cloud capacity by decade's end. I see significant upside for WULF, supported by a potential 10-12x forward price-to-revenue multiple and robust AI-driven demand trends.
TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.
Friday's selling in AI-pivoting Bitcoin (CRYPTO:BTC) miners tracks their 2026 gains almost perfectly, a signature of profit-taking and position unwinding rather than a reassessment of any company's contracts or economics.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 300 | $3,426 | $5,298 | $1,872 | 54.64% |
Curtis Ellergodt Rothschild Investment LLC | 637 | $3,785.76 | $12,026.56 | $8,240.8 | 217.68% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 165,421 | $4.09M | $2.83M | -$1.26M | -30.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,896 | $49,669.27 | $82,008 | $32,338.73 | 65.11% |
| CWC Chad W. Coulter DELPHI FINANCIAL GROUP Inc. | 130,720 | $1.89M | $2.25M | $360,786.79 | 19.13% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Rollins Citigroup | 647.11 | $10,111.03 | $10,111.03 | - | - |
| Capital Markets Industry | Financials Sector | Paul Prager CEO | NASDAQ (CM) Exchange | 88080T104 CUSIP |
| US Country | 141 Employees | 14 Dec 2021 Last Dividend | 14 May 2004 Last Split | 30 May 1996 IPO Date |
TeraWulf Inc. is a United States-based digital asset technology company that embodies a new wave of environmentally conscious cryptocurrency mining. It specializes in the development, ownership, and operation of bitcoin mining facilities, aiming to generate environmentally sustainable bitcoin with net-zero carbon emissions. The company has strategically located its operations by establishing two major bitcoin mining facility sites in New York and Pennsylvania, leveraging the regions' resources for optimal mining efficiency and sustainability. TeraWulf Inc. is headquartered in Easton, Maryland, positioning itself as a significant player in the digital currency mining industry by prioritizing greener mining practices.
TeraWulf Inc. operates two primary bitcoin mining facility sites located in New York and Pennsylvania. These facilities are the backbone of the company's operations, where the mining of bitcoin occurs. By employing state-of-the-art technology and infrastructure, TeraWulf is able to optimize the efficiency and sustainability of its mining processes. The strategic location of these sites also plays a crucial role in minimizing the carbon footprint associated with bitcoin mining, aligning with the company's commitment to environmental sustainability. These facilities not only contribute to the company's revenue through the generation of bitcoin but also exemplify TeraWulf’s dedication to innovative and eco-friendly mining solutions.