$WULF

18 atoms · 跨 1 天 · 首见 2026-05-08 · 最近 2026-05-08

三色: 🟦 fact 18 · 🟥 take 0 · stance ▲6/▼2/◆8

来源: X 18

时态: fresh:18

标签: 好数字:13 · 好信源:13 · 好观点:1

预测 (forecast) (2)

• 2026-05-08 ⭐ · Growth strategy annual contracted capacity target
  Growth Strategy: Targeting 250-500 MW of new contracted capacity annually
  tags: 好数字·好信源 · → daily
  value: qty=250-500 MW
• 2026-05-08 · CEO expectation of recurring contracted revenue driver
  “As we continue to scale, we expect the business to be increasingly driven by recurring, contracted revenue, reducing exposure to the volatility historically associated with bitcoin mining.”
  tags: 好信源·好观点 · → daily

事实 (fact) (16)

• 2026-05-08 ⭐ · Hawesville Kentucky site acquired power capacity
  Hawesville, Kentucky: Acquired site with 480 MW of immediate grid-connected power
  tags: 好数字·好信源 · → daily
  value: qty=480 MW
• 2026-05-08 ⭐ · Revolving Credit Facility committed capacity
  Revolving Credit Facility: Closed up to $250M of committed capacity
  tags: 好数字·好信源 · → daily
  value: qty=up to $250M
• 2026-05-08 ⭐ · Abernathy JV critical IT MW and lease duration
  Abernathy JV: 168 critical IT MW under 25-year lease, delivery targeted for Q4 2026
  tags: 好数字·好信源 · → daily
  value: qty=168 MW, 25-year lease · date=Q4 2026
• 2026-05-08 ⭐ · Lake Hawkeye Phase I capacity
  Lake Hawkeye: Phase I ~150 MW, expanding to 300 MW in Phase II
  tags: 好数字·好信源 · → daily
  value: qty=~150 MW
• 2026-05-08 ⭐ · Lake Hawkeye Phase II capacity
  Lake Hawkeye: Phase I ~150 MW, expanding to 300 MW in Phase II
  tags: 好数字·好信源 · → daily
  value: qty=300 MW
• 2026-05-08 ⭐ · Chesapeake Data grid-connected capacity
  Chesapeake Data: ~210 MW grid-connected generation capacity, expandable up to 1 GW
  tags: 好数字·好信源 · → daily
  value: qty=~210 MW
• 2026-05-08 ⭐ · Chesapeake Data expandable capacity
  Chesapeake Data: ~210 MW grid-connected generation capacity, expandable up to 1 GW
  tags: 好数字·好信源 · → daily
  value: qty=1 GW
• 2026-05-08 · Q1 2026 Revenue
  Revenue: $34.0M (Est $36.59M) 🔴
  tags: 好数字 · → daily
  value: qty=$34.0M · date=Q1 2026
• 2026-05-08 · Q1 2026 EPS
  EPS: $(1.01) (Est $(0.19)) 🔴
  tags: 好数字 · → daily
  value: qty=$(1.01) · date=Q1 2026
• 2026-05-08 · HPC Lease Revenue Q1 2026
  HPC Lease Revenue: $21.0M
  tags: 好数字 · → daily
  value: qty=$21.0M · date=Q1 2026
• 2026-05-08 · Operational Critical IT HPC Capacity for Core42 at Lake Mariner
  Operational Critical IT HPC Capacity: 60 MW for Core42 at Lake Mariner
  tags: 好数字 · → daily
  value: qty=60 MW
• 2026-05-08 · Cash and Restricted Cash
  Cash & Restricted Cash: ~$3.1B
  tags: 好数字 · → daily
  value: qty=~$3.1B
• 2026-05-08 · CB-3 status
  CB-3: Nearing completion, energization aligned to customer hardware deployment
  tags: 好信源 · → daily
  value: date=Nearing completion
• 2026-05-08 · CB-4 and CB-5 delivery and rent commencement schedule
  CB-4 & CB-5: On schedule for delivery and rent commencement in 2026
  tags: 好信源 · → daily
  value: date=2026
• 2026-05-08 · CEO statement on Q1 2026 execution
  “The first quarter of 2026 was defined by execution.”
  tags: 好信源 · → daily
• 2026-05-08 · CEO statement on fully established platform
  “We entered the year with a fully established platform, including sites, contracts, and capital, and are now converting that foundation into operating performance and recurring revenue.”
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-05-08 · fact · Q1 2026 Revenue · → daily
• 2026-05-08 · fact · Q1 2026 EPS · → daily
• 2026-05-08 · fact · HPC Lease Revenue Q1 2026 · → daily
• 2026-05-08 · fact · Operational Critical IT HPC Capacity for Core42 at Lake Mari · → daily
• 2026-05-08 · fact · Cash and Restricted Cash · → daily
• 2026-05-08 · fact · CB-3 status · → daily
• 2026-05-08 · fact · CB-4 and CB-5 delivery and rent commencement schedule · → daily
• 2026-05-08 · fact · Hawesville Kentucky site acquired power capacity · → daily
• 2026-05-08 · forecast · Growth strategy annual contracted capacity target · → daily
• 2026-05-08 · fact · Revolving Credit Facility committed capacity · → daily
• 2026-05-08 · fact · Abernathy JV critical IT MW and lease duration · → daily
• 2026-05-08 · fact · Lake Hawkeye Phase I capacity · → daily
• 2026-05-08 · fact · Lake Hawkeye Phase II capacity · → daily
• 2026-05-08 · fact · Chesapeake Data grid-connected capacity · → daily
• 2026-05-08 · fact · Chesapeake Data expandable capacity · → daily
• 2026-05-08 · fact · CEO statement on Q1 2026 execution · → daily
• 2026-05-08 · fact · CEO statement on fully established platform · → daily
• 2026-05-08 · forecast · CEO expectation of recurring contracted revenue driver · → daily

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