Core Viewpoint - The article emphasizes the importance of identifying undervalued stocks that are mispriced by the market, suggesting that investors should consider joining the investment group Out Fox The Street for insights and stock picks [1]. Group 1: Company Overview - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [2]. - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [2]. Group 2: Investment Strategy - Out Fox The Street provides various features such as model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community chat for direct interaction with Mark [2]. - The group aims to help readers uncover potential multibaggers while managing portfolio risk through diversification [2].

Market Overview - Bitcoin (BTC) dropped below $70,000, losing approximately 8% in 24 hours, marking its steepest decline since early November 2024, trading at $69,398.37 [1] - The sell-off caused significant volatility in the crypto sector, negatively impacting major blockchain and fintech stocks as the U.S. market opened [1] Company Performance - Robinhood Markets (NASDAQ: HOOD) opened down 2.68% at $78.46, with investors awaiting its Q4 and full-year 2025 earnings report [2] - Coinbase (NASDAQ: COIN) fell 5% to $160.08 amid a new legal challenge from the Nevada Gaming Control Board regarding its prediction market platform [4] - Circle Internet Group (NASDAQ: CRCL), issuer of the USDC stablecoin, decreased by 4.66% to $52.54 [4] - Block (NYSE: XYZ), led by Jack Dorsey, was down 2.61% trading at $55.90 [5] - TeraWulf (NASDAQ: WULF) saw a decline of 5.63% to $13.10 after a previous day’s 11% increase [5] - Riot Platforms (NASDAQ: RIOT), a major Bitcoin mining company, dropped 5.94% to $13.30 [6] Analyst Insights - Truist Securities maintained a "Buy" rating for Robinhood with a price target of $155, while Piper Sandler highlighted near-term challenges such as declining crypto trading volumes and fading retail momentum [3]

Group 1 - Cryptocurrency concept stocks experienced significant declines, with mining companies leading the drop [1] - IREN Ltd (IREN.US) fell nearly 11%, Hut8 (HUT.US) dropped over 9%, Cipher Mining (CIFR.US) decreased nearly 9%, and TeraWulf (WULF.US) declined over 8% [1] - Other stocks such as MicroStrategy (MSTR.US) and Bitmine Immersion Technologies (BMNR.US) also saw declines of over 3% [1] Group 2 - Bitcoin plummeted over 4%, falling below $75,000 [1] - Ethereum dropped more than 5%, trading at $2,181.25 [1]

Group 1 - Cryptocurrency stocks experienced significant declines, with mining companies leading the drop [1] - IREN Ltd (IREN.US) fell nearly 11%, Hut 8 (HUT.US) dropped over 9%, Cipher Mining (CIFR.US) decreased nearly 9%, and TeraWulf (WULF.US) declined over 8% [1] - Other cryptocurrency-related stocks such as MicroStrategy (MSTR.US) and Bitmine Immersion Technologies (BMNR.US) also saw declines of over 3% [1] Group 2 - Bitcoin plummeted over 4%, falling below $75,000, while Ethereum dropped more than 5%, trading at $2,181.25 [1]

Core Viewpoint - TeraWulf Inc. (NASDAQ:WULF) has shown significant stock performance with a 10.14% increase, driven by its expansion plans to develop 1,480 MW of new digital and power capacity [1][6]. Group 1: Expansion Plans - TeraWulf has acquired a former industrial site in Hawesville, Kentucky, which has 250 buildable acres for compute capacity and is connected to high-voltage transmission lines and a regional transmission network [2]. - The Hawesville site currently operates 480 MW of existing power and has potential for future expansion [3]. - In Maryland, TeraWulf acquired a 250-acre parcel housing the Morgantown Generating Station, which has a capacity of approximately 210 MW [3]. Group 2: Infrastructure and Capacity - The Morgantown site has substantial electrical infrastructure and the potential to expand to 1 GW of power generation capacity, with initial plans to develop 500 MW [4]. - TeraWulf's Chairman and CEO, Paul Prager, emphasized the strategy of reinvesting in existing energy infrastructure to enhance grid reliability and support economic growth [4]. Group 3: Strategic Advantages - The Hawesville site provides immediate access to scalable power, while the Morgantown site allows for expansion to meet growing load demand, contributing positively to the grid [5].

Core Viewpoint - TeraWulf Inc. (WULF) shares experienced a significant rally of 10.1%, attributed to increased trading volume and positive developments in the company's business outlook [1][2]. Company Performance - WULF stock's recent climb is linked to major agreements backed by hyperscalers, successful multibillion-dollar financing, early revenue traction in high-performance computing (HPC), and elevated expansion targets indicating sustainable growth in AI infrastructure [2]. - The company is projected to report a quarterly loss of $0.12 per share, reflecting a year-over-year decline of 50%. Expected revenues are $43.07 million, which represents a 23.1% increase compared to the same quarter last year [2]. Earnings Estimates and Stock Movement - The consensus EPS estimate for TeraWulf has remained stable over the past 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4]. - Empirical research indicates a strong correlation between earnings estimate revisions and short-term stock price movements, highlighting the importance of monitoring these trends for WULF [3]. Industry Context - TeraWulf is categorized within the Zacks Financial - Miscellaneous Services industry, where it holds a Zacks Rank of 3 (Hold) [5]. - Another company in the same industry, BCP Investment (BCIC), has also maintained a Zacks Rank of 3 (Hold) and reported a 0.7% decline in its stock price [5][6].

Core Insights - The company is expanding its power generation capacity by adding nearly 2 gigawatts from two facilities to meet the urgent demand from data centers [1][4][6] - The Hawville site will provide immediate access to 480 megawatts, while the Morgantown facility will be repowered to generate an additional 1 gigawatt of power along with battery storage [2][6] Facility Details - Hawville is an industrial site with dedicated power access, positioned strategically in the middle of the country to support data centers [3][4] - Morgantown is an existing power plant that will be repowered, with plans to bring 500 megawatts online in the first phase and another 500 megawatts in the second phase, along with battery storage [5][6] Market Demand - There is a significant and urgent demand for power from hyperscale data center operators, indicating a strong market opportunity for the company [4][7] - The company is in discussions with several potential customers, particularly hyperscalers, to finance the facility based on their credit [8] Financial Projections - The company anticipates generating approximately $1.5 million in revenue per megawatt, highlighting the economic potential of the new facilities [7] - The partnership with hyperscalers is expected to enhance financial stability and growth prospects for the company [8]

Core Insights - TeraWulf is acquiring two brownfield industrial sites in Kentucky and Maryland, potentially increasing its gross load capacity by approximately 1.5 GW [1][2] - Following the announcement, TeraWulf's stock price increased by 10% during Tuesday morning trading [1] - The acquisition will double TeraWulf's total power portfolio to 2.8 GW across five locations, with 642.5 MW currently contracted and 2.2 GW in the development pipeline [2] Group 1: Acquisition Details - The Hawesville site in Kentucky offers 480 MW of immediate power capacity and has a direct connection to the regional transmission network [3] - The Morgantown Generating Station in Maryland currently operates with 210 MW of capacity and can scale up to 1 GW, with plans to construct approximately 500 MW in the initial phase [4] - The acquisition is subject to regulatory approval and third-party consent [4] Group 2: Strategic Implications - By securing former industrial sites, TeraWulf gains immediate access to existing high-voltage transmission lines and substations, which shortens the time-to-market compared to greenfield projects [2] - CEO Paul Prager emphasized the importance of regional diversity to mitigate risks associated with local grid conditions and policy changes [5]

Core Viewpoint - TeraWulf Inc. has expanded its energy infrastructure portfolio through the acquisition of two brownfield sites, adding approximately 1.5 GW of capacity, which supports the company's strategy of developing energy-advantaged locations with immediate power availability and scalability [1][10]. Group 1: Acquisitions Overview - The acquisitions include a site in Hawesville, Kentucky, and the Morgantown Generating Station in Maryland, which together enhance TeraWulf's total capacity to approximately 2.8 GW across five sites [1][11]. - The Hawesville site contributes around 480 MW of existing power availability and has the potential for further expansion, while the Morgantown site has an operational capacity of approximately 210 MW with the ability to expand to 1 GW [5][6]. Group 2: Strategic Benefits - The Hawesville site offers immediate access to robust power infrastructure, including high-voltage transmission lines and an on-site substation, which supports scalable development [2][3]. - The Morgantown site is strategically located near the Washington, D.C. metropolitan area, enhancing its attractiveness for compute-intensive uses and providing a pathway for future demand [7][10]. Group 3: Economic and Community Impact - Redevelopment of the Hawesville site is expected to drive local economic benefits, including increased tax revenue, construction jobs, and long-term skilled employment opportunities [4]. - Development at Morgantown will focus on modernizing infrastructure and preserving its role as a reliable energy asset, which will also contribute to local investment and job creation [8][10].

Core Viewpoint - Century Aluminum Company has announced the sale of its Hawesville, Kentucky site to TeraWulf Inc., which will transform the site into a digital infrastructure campus for high-performance computing and artificial intelligence workloads, while Century retains a minority equity stake in the project [1][3]. Group 1: Transaction Details - The Hawesville site will be redeveloped by TeraWulf Inc. into a digital infrastructure campus [1]. - Century Aluminum will maintain a non-controlling minority equity stake in the site, indicating ongoing interest in its productive reuse [1]. - The transaction is expected to create substantial new jobs, including both construction and permanent skilled positions, contributing to long-term economic activity in the region [2]. Group 2: Company Background and Future Plans - Century Aluminum is the largest producer of primary aluminum in the U.S. and has announced significant investments to more than double domestic aluminum production [3]. - Recent investments include the expansion of the Mt. Holly smelter in South Carolina and a new 750,000MT smelter to be built in Inola, Oklahoma, in partnership with Emirates Global Aluminium [3]. - The company emphasizes its commitment to investing domestically to meet national security needs for critical minerals [4]. Group 3: Advisory and Legal Counsel - BofA Securities served as the exclusive financial advisor to Century Aluminum for this transaction [4]. - FBT Gibbons and Vedder provided legal counsel to Century Aluminum [4]. Group 4: Company Overview - Century Aluminum operates primary aluminum smelting facilities in the U.S. and Iceland and is the majority owner of the Jamalco alumina refinery in Jamaica [5].