Follow UsAI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap
Bullish-71.48%
9 Jul, 15:53
Source: CoinDesk
AI Summary
Compass Point analysts argue Cipher Mining and TeraWulf are undervalued as markets are not fully pricing in their AI data center contract pipelines despite billions in signed leases.
Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.