$WYFI — FinTwit mentions on Surfaced

$WYFI — FinTwit mentions on Surfaced

Recent calls

20 calls

@wliangJul 11, 2026 · 10:35 AM

If you’re wondering why $META has been soaring and erased all its losses for the year… Amongst many catalysts, they just released Muse Spark 1.1. $META priced it at ~1/4 of OpenAI and Anthropic. Alexandr Wang mentioned the pricing is built to "scale with immense consumption usage." They're trying to trigger as much agentic usage as possible. And agentic workloads are the most compute-hungry thing in AI... 1M-token context, parallel subagents, tool calls in loops, running for minutes per task instead of seconds. Every one of those runs is inference. Cut the price 75% and workloads that were too expensive suddenly become viable, which means a lot more of them. Cheaper inference doesn't mean less compute btw. It means way more of it. Classic Jevons. And again, this is why we’ve positioned in $WYFI - inference-optimized colo, sites optimized for low latency, and cross-data-center tech built for distributed inference. (While Meta Compute may host Muse Spark, $WYFI is positioned to capture the demand from everyone else racing to run the same workloads) Skating to where the puck is going…

@acinvestorblogJul 10, 2026 · 3:28 PM

$WYFI if it breaks $40.75 can easily to $46 https://t.co/flnOq7QW4i

@wliangJul 10, 2026 · 2:22 PM

If you didn't know, this is why $WYFI has a huge advantage over other neoclouds… As agentic AI scales, inference is where the recurring demand sits. And again, $WYFI is built specifically for it. > NC-1 and their sites are positioned near metro areas for low-latency inference > They're rolling out cross-data-center workload tech (compute closer to the end user, live Q3 2026) > Purpose-built for the recurring, high-utilization side of AI, not typical episodic training spikes They're also vertically integrated (owns the buildings and the GPUs). Both FA and TA suggest that $WYFI is a more asymmetric pick than others atm. And it just so happens they're all discounted at this moment. Do what you will, NFA.

@wliangJul 9, 2026 · 6:26 PM

$WYFI just got it's first buy-signal on 1D. No Blue Diamonds yet (strongest buy-signal)... which could mean this is still ground zero. 2 ways to play this: > Get in early (now) before stronger signals appear > Or wait for confirmation at a higher but "safer" entry https://t.co/F3T28DjiyH

@acinvestorblogJul 9, 2026 · 3:37 PM

$WYFI Bull Flag Breakout. Setting up to test the recent highs imho https://t.co/1fNVpWU0DP

@wliangJul 8, 2026 · 2:18 PM

Btw, $WYFI fundamentals haven't changed at all. $1B+ in contracted backlog at a ~$1.3B market cap. That’s asymmetry.

@acinvestorblogJul 1, 2026 · 3:51 PM

$WYFI I love this chart setup.... and i love today's pullback... just saying. https://t.co/38WhNmnCrL

@jasonl_capitalJul 1, 2026 · 12:24 PM

5. $WYFI - WhiteFiber WhiteFiber signed a five-year, $160 million-plus AI compute agreement with an investment-grade technology customer for a Paris data center coming online in July 2026, running on Nvidia GPUs. It also landed a roughly $17 million, two-year deal with Modal Labs starting in June. Total new cloud contract value announced in May alone topped $175 million.

@jasonl_capitalJun 30, 2026 · 12:10 PM

6. $WYFI - WhiteFiber Inc HPC data center and GPU cloud provider. Signed a $160M five-year AI compute agreement with an investment-grade customer and a 10-year, approximately $865M colocation deal with Nscale. Q1 revenue up 31% YoY to $21.9M. Building out a North Carolina AI data center.

@wliangJun 24, 2026 · 2:44 PM

$CBRS earnings call validates the inference demand thesis... great for $WYFI. > Cloud services (mostly inference) growing 167% YoY > $20B OpenAI deal specifically for inference compute > AWS partnership specifically for "fast inference" So $CBRS needs 750MW of compute deployed for OpenAI. Their current data center capacity isn't even close... $WYFI already built MTL-3 for them, delivered on time, and is the proven partner for inference-optimized colo. They're positioned as the obvious go-to as $CBRS scales. Good chance we see $CBRS / $WYFI sign a new deal or expand their current one.

@wliangJun 23, 2026 · 5:16 PM

$WYFI is a position I keep averaging up on. Seems like a solid buy-the-dip opportunity today with majority of the sector having a healthy pullback. Thesis hasn't changed at all, with the 5-year revenue stream starting in July. Speculative, but $CBRS has their earnings call today... Would be interesting to see if they announce a new deal with $WYFI (in a few days), esp. after specifically calling out inference demand in their IPO - exactly what $WYFI specializes in. NFA, but it's currently down ~7% for those who've been waiting for an opportunity to buy on a red day. As usual, I will add/sell as I see fit.

@stocksavvyshayJun 22, 2026 · 5:54 PM

$WYFI is up over 17% today and remains one of the more interesting smaller AI infrastructure names I've been researching and shared a deep dive with the community because it sits in the same broad theme as neocloud and AI data center companies. WhiteFiber has two core businesses through cloud services that give customers access to GPU-powered high-performance compute and colocation services that provide data center space, power, cooling and infrastructure for customers running their own equipment. The biggest catalyst I'm watching is NC-1 which could really change the revenue base if Phase 1, Phase 2 and later expansion capacity come online as planned.

@wliangJun 22, 2026 · 5:41 PM

@humblebillionz I mean the key is asymmetry. Fundamentals, imbalances, risk/reward, etc. Is the company structurally positioned to benefit from a major shift? (AI compute demand, sovereign AI, memory supercycle, etc.) Is there a bottleneck that creates pricing power? (HBM shortage, hyperscaler capacity constraints, etc.) Or even on a shallow level, using $WYFI as an example, it's MC was around $1B, with $1B+ in contracted backlog lol. Even at a $2B MC with a $1B+ backlog would be undervalued.

@wliangJun 21, 2026 · 7:39 PM

$NBIS / $CRWV Nasdaq-100 inclusion takes effect starting tomorrow. In brief, there'll be forced mechanical buying from every fund tracking the index. Direct validation of the AI infrastructure thesis. It's been an absolute joy watching $NBIS grow from ~$39 to ~$290. Excited to see it continue to lead... And even more excited to see $WYFI follow its track. Smaller-cap version of the same thesis. ~$1.4B MC vs $1B+ contracted backlog... that's asymmetry. Still actively looking to add on pullbacks. The structural setup keeps getting stronger. Let's print this week! 🫡

@wliangJun 18, 2026 · 7:26 PM

$WYFI technicals have aligned. Similar to what I said about $IREN before it rallied 400% shortly after. About to close above the https://t.co/ihHRGndL5d gold zone for the first time in history…

@investmentguru_Jun 18, 2026 · 10:58 AM

$WYFI another NeoCloud play I like

@jasonl_capitalJun 12, 2026 · 1:48 PM

10. $WYFI - WhiteFiber $921M+ in remaining performance obligations. Just signed a 5-year $160M+ AI compute contract deploying NVIDIA GPUs in Paris. NC-1 colocation deal with Nscale worth ~$865M. Targeting 76MW by late 2026 with a 1,500MW pipeline under review. https://t.co/iSBr5lKLuo

@jasonl_capitalJun 5, 2026 · 12:51 PM

9. $WYFI - WhiteFiber Revenue $21.9M, up 31% YoY. $921M in remaining performance obligations. Just signed a 5-year $160M+ AI compute contract with an investment-grade tech customer using NVIDIA GPUs in Paris. 76MW gross capacity target by end of 2026 with a 1,300MW pipeline under review.

@investmentguru_May 20, 2026 · 10:45 AM

$WYFI — WhiteFiber The Under-the-Radar AI Infrastructure Neocloud Most investors are chasing the big names in AI infrastructure — $WYFI is quietly building the plumbing. FY2025 revenue hit $79.2M (up from $47.6M in 2024), Q4 2025 came in at $23.6M (+61% YoY), gross margins expanded to 61%, and the company closed the year with $114.4M in cash and zero funded debt — then followed it up with a $230M convertible notes raise in January 2026 to fund the next leg of growth . Vertically integrated from physical power and cooling all the way up to GPU cloud services , WhiteFiber sits at the exact intersection of data center infrastructure and AI compute demand — and with enterprise deployments expected to ramp through H2 2026 and at least one new site targeted this year , this is a small-cap AI infrastructure story with a real balance sheet, real margins, and a real runway before the market figures it out. Not a financial advice

@acinvestorblogDec 19, 2025 · 9:28 AM

$WYFI $BTBT WhiteFiber and Nscale Announce 10-Year, 40 MW Colocation Agreement Representing Approximately $865 Million in Total Contract Value at NC-1 AI Data Center Campus | WhiteFiber https://t.co/PVoM4pjZVF