Perry Lin

[Perry Lin @perry_lin1]

https://t.co/E1YJhhYukq

[Perry Lin @perry_lin1]

$CIFR Morgan Stanley raises price target to $53.50.

“Our CIFR price target rises to $53.50 from $42.50, a 25.8% increase. Our bull
case rises to $71.00 from $57.50, and our bear case climbs to $11 from $7. The move
reflects the +500 MW pipeline addition, the higher hyperscaler-backed weighting
for unsigned MWs and updated BTC mining valuation inputs.”

[Perry Lin @perry_lin1]

@verkamp_mike That’s old and prior to Muskie acquisition

[Perry Lin @perry_lin1]

$WULF Morgan Stanley raises price target to $66.50

“Our WULF price target rises to $66.50 from $42, a 58% increase. Our bull case
rises to $103 from $84, and our bear case rises to $15 from $12. The principal drivers
are the +1,000 MW addition and the 80/20 weighting toward hyperscaler-backed
economics on unsigned MWs.
The acquisition also reinforces a point that has been central to our positive view of
WULF: management has continued to add sizable, credible power opportunities while
converting existing assets into contracted HPC infrastructure. The time-to-
energization is not immaterial; the first 500 MW ramp begins in 2H28. However, in a
market where competing grid interconnection timelines can stretch for many years,
a large, transmission-backed 2H28 pathway remains highly relevant to hyperscale
buyers.”

[Perry Lin @perry_lin1]

@jimbobmcflam I wouldn’t make it a large position but I would add on strength

[Perry Lin @perry_lin1]

@jimbobmcflam Are you buying?

[Perry Lin @perry_lin1]

@jimbobmcflam There are a lot of questions but also upside

[Perry Lin @perry_lin1]

@jimbobmcflam Listen to the last call. That’s what got me in for a small speculative position.

[Perry Lin @perry_lin1]

@geokoutalidis This does not seem to be a new lease for $WULF

[Core42 @core42_ai]

Today we're expanding our U.S. AI infrastructure footprint with a 42MW investment at Lake Mariner in Buffalo, New York increasing total site capacity from 18MW to 60MW.

The new capacity adds NVIDIA and additional AMD infrastructure to the site’s existing foundation, reinforcing Core42’s heterogeneous strategy. It also builds on the success of Maximus, Core42’s AMD deployment ranked No. 20 on the TOP500, validating our ability to deliver high-performance AI infrastructure at global scale.

This investment reflects G42’s continued commitment to scaling production-grade AI compute across the United States.

As demand for production-grade AI compute continues to accelerate, Core42 is scaling the infrastructure backbone needed to support hyperscale, AI-native, and large enterprise workloads across the U.S. and beyond.

#Core42 #AIInfrastructure #AICloud #SovereignAI #TOP500

[Perry Lin @perry_lin1]

Hey @Google, $WULF and $CIFR have data center capacity you can lease now that you have some of Uncle Warren’s money.

[Perry Lin @perry_lin1]

@MatthewCar58128 I do

[Perry Lin @perry_lin1]

The market will probably undershoot this and f*ck us but a Justified Data Center lease should add a minimum of $10 to the share price of $WULF

[Perry Lin @perry_lin1]

@Cheff69_ It’s close to NAV when factoring preferreds and warrants. Fully diluted share count is around 46 million

[Perry Lin @perry_lin1]

@timothy_jshaw That’s not enough

[Perry Lin @perry_lin1]

@zing_leo12693 I don’t anticipate any delay.

[Perry Lin @perry_lin1]

@CRA_DESIGN Remember that fully taking into account preferred and warrants, float is around 46M. Still undervalued.

[Perry Lin @perry_lin1]

If you’re brave, I still think $PURR can squeeze

[Perry Lin @perry_lin1]

@jimbobmcflam Maybe $FRMI