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Morgan Stanley gives $WULF a price target with 441% upside
They see months of underperformance reflecting misconceptions about the powered shell providers and remain optimistic on the entire industry
$CIFR just broke $7 📉
Cipher digital is back in the $6’s for the first time since August, 2025 👀
🚨 “Elon Musk recently said the financing market for Neoclouds is basically gone.”
$IREN just closed a $363 million refinancing of deployed GPUs… Is Elon wrong?
Morgan Stanley thinks the powered shell provider (PSP) stocks offer a very attractive risk-reward skews, with underlying high value not reflected in current valuations ⚡️
Overweight: $WULF $HUT $RIOT $GLXY $CIFR
$IREN debt stack is maturing in real time
• $25-30B CapEx forecast
• 14B cash + committed financing/prepayments
• Ability to debt-finance finished builds
$CIFR just announced its participation in seven investor and industry conferences scheduled for November and December 2026.
11/1: Cantor Convergence
11/12: J.P. Morgan U.S. Opportunities Forum
11/19: Clear Street AI Infrastructure Summit
11/30: Rosenblatt AI Infrastructure
12/2: Morgan Stanley Data Center Summit
12/7: Jefferies Real Estate Conference
12/8: Wells Fargo 10th Annual TMT Summit
$CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026.
The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.
Bank of America’s new 13G/A on $IREN shows 16.4M shares (~4.1%).
KEY DETAIL MOST WILL MISS: 0 sole voting or dispositive power. Everything is shared.
This is not a direct proprietary stake by BofA, it’s aggregated client/brokerage/subsidiary positions held in the ordinary course of business (passive).
Down from ~5.8% in the prior filing.
BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN
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? teapawt.net/i/broadcasts/2mdjkezrV…
$IREN SECURES $363 MILLION IN GPU-BACKED FINANCING
$IREN HORIZON 2 ANALYSIS/DELAY
“Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.”
What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.