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Jun 12, 2026, 11:37 AM
Relevance: 70
Relevance Confidence: 75
Evidence Strength: 65
Narrative Certainty: 55
Polarization: 30
TeraWulf (WULF) is pivoting from bitcoin mining to AI data center infrastructure with the Muskie Data Campus acquisition. Analysts estimate fair value at $26.17, slightly above its last close of $25.35.
↑ Bullish
Jun 10, 2026, 1:09 PM
Relevance: 80
Relevance Confidence: 85
Evidence Strength: 80
Narrative Certainty: 70
Polarization: 40
TeraWulf is pivoting from bitcoin mining to AI and HPC by acquiring the Muskie Data Campus, a move that requires significant external financing and introduces both growth opportunities and funding risks.
→ Neutral
May 31, 2026, 11:09 AM
Relevance: 60
Relevance Confidence: 75
Evidence Strength: 65
Narrative Certainty: 70
Polarization: 30
Thames Capital Management reduced its TeraWulf stake by 46.8% in Q4, while institutional ownership remains at 62.49%. Analysts maintain a "Moderate Buy" consensus with a $28.95 price target.
→ Neutral