@NUCLRGOLF Credit Clark big time for his interview after he wonโฆ.beyond humble๐๐Glad they kicked them out as well as there is no place in golf for such behavior.
Cantor launched on AI Infra sector today.
Top Pick: $WULF
$30 PT (+67%) with potential to $72 (+400%)
Summary:
"What makes WULF our top pick is the combination of the deals that WULF has signed, as well as the attractiveness of its pipeline and how it could convert to medium-term colocation revenue. WULF has enough capacity today to meet its annual target of contracting 250-500 MW of IT load for the remainder of the decade. If WULF were to fully execute on its pipeline and lease everything out, we see upside to $72/share. This also ignores additional capacity expansion at new sites, which WULF has yet to close on. WULF has arguably the best power team in the space; thus, we believe there should be some premium to WULF given its ability to grow its pipeline with attractive sites."