Woofun AI reports that SpaceX was officially included in the Nasdaq 100 index this week, marking the first inclusion of a company with the largest single IPO of $75 billion. Historical data indicates that previous large additions, such as Palantir and Strategy, experienced price declines after inclusion due to the cessation of forced buying by passive funds. SpaceX faces risks including a Q1 2026 net loss of approximately $4.27 billion, a $2 billion bond issuance plan, and equity dilution from the $60 billion acquisition of Cursor/Anysphere. Morningstar maintains a fair value estimate of $62 per share, implying about 70% downside from current prices. The inclusion may increase passive fund holdings of SPCX, indirectly affecting Bitcoin exposure through Coinbase Prime holdings of 18,712 coins.

Woofun AI data shows that TeraWulf's high-performance computing leasing revenue reached $21 million in Q1 2026, accounting for 62% of total revenue and surpassing Bitcoin mining revenue for the first time. This represents a 117% increase from Q4 2025 HPC revenue of $9.7 million. The company has signed over 522 megawatts of AI/HPC leases with Core42 and Fluidstack, targeting annual high-margin revenue of about $630 million. With an average electricity cost of $0.035 per kilowatt-hour and new campus development in Kentucky adding 480 megawatts, analyst target prices have been raised significantly, contributing to an 88% year-to-date stock price increase in 2026.