Letters by company
Terawulf INC.
2 letters discussing WULF. Everything written about it on this site is on its ticker page.
- Polen Capital 5Perspectives Growth Opportunities 5Perspectives Small-Mid Growth Commentary Polen 5Perspectives Small-Mid Growth shifted capital from electrification and AI infrastructure suppliers toward Health Care Innovation and AI appliers, making Technology its largest sector exposure. Twist Bioscience, Twilio and Embraer benefited from strong results and raised guidance, while the team retained conviction in nLight, Terawulf and BWX Technologies despite near-term setbacks. 3Q 2026 BWXT $13BEMBJ $13BLASR $2.1B
- Polen Capital 5Perspectives Growth Opportunities 5Perspectives Small Growth Commentary Polen 5Perspectives Small Growth shifted capital from AI infrastructure and electrification suppliers toward AI appliers, while raising Health Care Innovation exposure and reducing Industrials. Twist Bioscience, RingCentral, and Five9 benefited from AI-related product demand and stronger outlooks, while Terawulf, nLight, and Brookdale Senior Living faced monetization, supply-chain, and near-term growth concerns. 3Q 2026 BKD $2.5BFIVN $2.7BLASR $2.1B
