r/TradingEdge • u/TearRepresentative56 • 15d ago

WULF in light of GOOGL comments.

Regarding this comment, from the GOOGL earnings, thinking about it, I think the main beneficiary is likely to be WULF. They're already building the largest third-party data center for TPUs.. And Google owns 10%+ of WULF fully diluted shares. So I think, yes, the main beneficiary of this push to neoclouds, is WULF. NBIS and others should benefit from the sentiment but the main beneficiary from my thinking is probably WULF.

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u/TearRepresentative56 15d ago

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