Cool to see my Wulf thesis from last yr now play out with Fluidstack at Lake Mariner Gives credence to my current GLXY thesis. Think mkt is asleep, if Novo leases the rest of Helios’ capacity at same economics as their current Coreweave deal, GLXY should re-rate much higher.
TeraWulf
@TeraWulfInc
08-18
TeraWulf Announces Fluidstack Expansion with 160 MW CB-5 Lease at Lake Mariner 🐺
@fluidstackio has exercised its option to expand at the Company’s Lake Mariner data center campus in Western New York. The expansion adds CB-5, a new purpose-built data center building providing an
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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