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    AviFelman

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    AviFelman
    AviFelman
    @AviFelman

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    📅RegisteredSep 1, 2024
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    AviFelman
    AviFelman
    •over 1 year ago•
    $WULF

    Strategic Shifts in Power Utilization: TeraWulf's Growth and Diversification Potential

    TeraWulf ($1.45bn mkt cap / $1.52bn EV / $4.40/share) is a bitcoin miner that operates 2 sites: Lake Mariner (Niagara, New York) and Nautilus (JV w/ Talen Energy in PA).

    TLDR:

    • Low-Cost Power & Expansion: TeraWulf benefits from low-cost hydro and nuclear power, targeting 13.3 EH/s capacity by year-end with an ongoing expansion of 85 MW.
    • Debt Reduction & Efficient Operations: Focused on paying down $76mm debt; maintains high efficiency with one of the lowest marginal hash costs in the industry.
    • AI Data Center Potential: Potential to repurpose 300 MW capacity for AI compute at Lake Mariner and monetize 200 MW at Nautilus with Amazon, diversifying revenue streams.
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