BERNSTEIN: UPDATED HPC PRICE TARGETS 👀 - $IREN $55 (from $100) - $CIFR $15 (from $23) - $WULF $20 (from $36) - $CLSK $11 (from $24) - $RIOT $18 (from $35) - $CORZ $19 (from $32) - $MARA $10 (from $17) https://t.co/Y83iN3R6of

Morgan Stanley: HPC stocks facing uncertainty in Texas $CIFR $MARA $GLXY https://t.co/5LrR0oNzMD

$WULF SECURES GOOGLE CREDIT SUPPORT FOR $19B ANTHROPIC LEASE TeraWulf also signed a definitive engineering, procurement and construction agreement with Fluor for three Justified data center buildings https://t.co/LgBskylcGd

THE TEXAS GOVERNOR RACE HAS HUGE IMPLICATIONS ON AMERICA’S AI STORY: If Gina Hinojosa wins and implements a harder moratorium than Abbott’s current pause, it could risk delaying a massive chunk of the American AI story. Texas alone has ~25.5 GW of planned neocloud + miner capacity: $CIFR $IREN $MARA $HUT $GLXY $CORZ + Crusoe

🚨 Are AI Infra stocks in danger from US states flipping blue? Which state do Republicans have to win to keep the AI data center boom alive? $CLSK $CRWV $CORZ $SLNH $HUT $NBIS $IREN https://t.co/rVwS7n5usl

$NBIS leads neoclouds $IREN & $CRWV in annualized revenue per active MW at $11.1M compared to $10.4M & $8.2M - $EQIX: $4.4M/MW - $DLR: $3.1M/MW - $CIFR: $1.8M/MW - $WULF: $1.8M/MW - $CORZ: $1.4M/MW - $RIOT: $1.3M/MW https://t.co/AHI8Osj7E8

PIPER SANDLER: NOT ALL DATA CENTER OPERATORS ARE BUILT THE SAME 👀 There is a case to be made that the business model for data center builders and operators like HUT who are not neoclouds will accrue more value over the next few years $HUT $RIOT $MARA $GLXY https://t.co/SWrecK8fHl

Global data center capacity shortfall to grow from 3 GW to 49 GW in 2028 ⚡️ $IREN: 5.8 GW $CIFR: ~4.0 GW $HUT: ~4.0 GW $WULF: ~3.6 GW $MARA: ~2.8 GW $CORZ: ~2.6 GW $CLSK: ~1.7 GW https://t.co/jfC5NeOnh4

Morgan Stanley thinks $WULF is going to quadruple (+441%!) Are they right? Tune in now! also: ✅ $IREN $363m GPU financing deal ✅ $SKHY SK Hynix record profits: is the memory trade back on? https://t.co/McLYqDwzPj

BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN https://t.co/bCu3t7bNZP