LFG

[LFG @froogi]

@perry_lin1 Why do you think $hut is gaining more attention than $wulf

[LFG @froogi]

@perry_lin1 I like your style and research! My top is $WULF

[LFG @froogi]

@perry_lin1 How about $VPG

[LFG @froogi]

$wulf Patience & Power (AI & financial) is whats needed to get the right customer for Hawesville https://t.co/eipzWEw6fB

[LFG @froogi]

@ramahluwalia what about $WULF - they know energy

[LFG @froogi]

@mikealfred @njshoreinvest Property taxes?

[LFG @froogi]

@huuep @davidgokhshtein !RISE

[LFG @froogi]

Thanks, to add more color @grok added:

How TeraWulf Stands Out on Power Supply
Most Bitcoin miners and data center operators are constrained by power availability—relying on slow grid interconnection queues, standard PPAs, or spot market exposure. TeraWulf differentiates through vertical integration and in-house power expertise (leadership team has 30+ years from Beowulf Energy in power generation, transmission, interconnections, and IPP/BYOP/BTM strategies). Key advantages include:
• Repurposing brownfield sites with pre-existing high-voltage transmission, substations, and (in MD) actual generation assets → faster/cheaper deployment and scalability without starting from scratch.
• Diverse, energy-advantaged mix: Clean grid PPAs/access in NY (high % zero-carbon hydro/nuclear for sustainability and low costs), plus true on-site generation ownership in MD for control and grid support.
• BYOP (Bring Your Own Power) capability: They can develop/optimize their own power sources rather than just competing for grid MWs. This includes potential for BTM, owned IPP assets, and firm/dispatchable power.
• Portfolio strategy: Expanded to ~2.8 GW total capacity, targeting 250–500 MW of new contracted load annually for both mining and HPC/AI. Focus on low-cost, reliable, and increasingly sustainable power to support high-density compute while addressing grid reliability. https://t.co/ylmQjzShfs
This power-centric approach (vs. pure compute focus) positions them well amid AI-driven electricity demand growth. Details can evolve with new filings or announcements—check their latest investor presentation or 10-Q for the most current numbers.

[LFG @froogi]

@mikealfred How is your weather? SD sucks

[LFG @froogi]

@AltcoinsFrance give me a pullback and im all in

[LFG @froogi]

$wulf

[LFG @froogi]

@RobEducated not selling, but what about hut this AM

[LFG @froogi]

$Corz :
Bottom line: Headline GAAP numbers missed (as expected), but the operational/AI story beat expectations and continues to be the main driver for the stock. Quick breakdown:Revenue was roughly in line. The AI/high-density colocation revenue exploded as expected (now ~67% of total revenue), offsetting the decline in self-mining.
GAAP EPS/net income looked ugly only because of ~$297M in non-cash charges ($266.5M impairment + $30.8M fair-value loss on warrants/CVRs). These are accounting noise and don’t reflect operations.
Adjusted EBITDA flipping positive is a big win — shows the business is starting to generate real cash profitability as the AI pivot ramps.
Other positives highlighted: 243 MW already billing for colocation (~$350M annualized run-rate), power pipeline now at 4.5 GW, and the Muskogee/Pecos expansions on track.

[LFG @froogi]

@meowmeowdj @GavMcCracken So what is next?

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@OndoFinance fix it!

[LFG @froogi]

@MilkRoadMacro FOMO and gambling society, pretty shiny things, these guys are old and don't get it, they don't see it from their penthouse private neighborhood, investing has changed since they broke the system

[LFG @froogi]

@RepzdaCanes @lamarvalous8 who you think it is?