Sean(@sean_________):Wells Fargo on $WULF: "839 MW Contracted Backlog Worth $1 5/Share." multiple catalysts worth watching for WULF; (a) initial +400 MW (or greater) Muskie lease; (b) IG-backstop and project financing secured for Hawesville (leased to Anthropic); (c) closing and regulatory approvals secured for Morgantown; and (d) NY state moratorium potentially lapsing by July 2027, clearing more NY expansion pathway. WULF seems well-equipped to meet, if not beat, its 250-500 MW annual delivery target in the years ahead.

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

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Sean@sean_________

2026.09.17 09:05

Wells Fargo on $WULF: "839 MW Contracted Backlog Worth $1 5/Share." multiple catalysts worth watching for WULF; (a) initial +400 MW (or greater) Muskie lease; (b) IG-backstop and project financing secured for Hawesville (leased to Anthropic); (c) closing and regulatory approvals secured for Morgantown; and (d) NY state moratorium potentially lapsing by July 2027, clearing more NY expansion pathway. WULF seems well-equipped to meet, if not beat, its 250-500 MW annual delivery target in the years ahead.