Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (~159% upside) $CIFR: Target $38 (~157% upside) As they pivot to High-Performance Computing (HPC), their revenue quality shifts from volatile crypto rewards to stable, 15-year lease contracts. We know infrastructure is the new alpha.
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