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← @matthew_sigel

$WULF

BULLISH2026-07-15
Price around the call
↑ 2026-07-15
By horizonMaturing · ~12 trading days to go
1d
✓ +2.0%
5d
✓ +13.2%
21d
…
Original post
matthew sigel, recovering CFA · 2026-07-15

$WULF >Governor Hochul on Odd Lots this AM discussing data centers >Thought she sounded pretty positive / constructive, although will be more red tape to get approvals with new agencies creating a framework. >Also sounded like while she was open to data centers and their benefits, but prefers companies like Micron coming in who are creating long term jobs (setting up school systems around the facility to teach skills needed at the site). >Recognized benefits of data centers to communities, but wants to give those rural areas time to figure out how to vet projects and potential companies coming in >Wants DC's to bring their own power or contribute to the grid >Wants contributions to grid resiliency fund, that helps keep infrastructure up to date >Setting up 7-8 agencies (!!) to help crea

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