Every Zipp story tagged #TeraWulf, newest first.
Compass Point's framework values miners as landlords, and APLD, WULF and CIFR are trading below the rental income their signed AI contracts already lock in.
The price target is unchanged because the deal was already modeled in, but the 20-year tenor and $27B contracted backlog reset the floor on what crypto-miner-to-AI pivots can underwrite.
The 20-year term and $19B revenue projection at the Hawesville site mark TeraWulf's shift from speculative miner to contracted AI hyperscaler landlord, with WULF up 117% YTD.
The $36 and $32 price targets frame a thesis bigger than either stock: bitcoin miners' brownfield power and grid positions are the moat that new AI data centre entrants cannot replicate, and the…
The 1-gigawatt Muskie campus isn't the story — it's the quote underneath it: TeraWulf's CEO is making the case that power and transmission, not chips, are the binding AI constraint.
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