Whitefiber. Every tracked FinTwit mention of $WYFI, newest first. 128 mentions since the first on Oct 17, 2025. See the price chart.
July 2026 · 58 mentions
Jul 17
Antonio Costa — $WYFI Is this the start of a new leg up that could push it toward $50? https://t.co/PXKrHhkMUN↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 15
mon — $WYFI - All the technical analysts on X got this one wrong.
The stock is down 25% over the past five days.
Let's see if we can get $25. https://t.co/yYjGb1ZEkw↗
Jul 15
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 14
Mike Investing — I’ve said this before, & I’ll say it again…
These 8 heavily undervalued stocks remain current generational buys:
1. $NBIS at $190
2. $RKLB at $78
3. $ASTS at $68
4. $ZETA at $22…↗
Jul 14
Shay Boloor — New York becomes the first U.S. state to halt new hyperscale data centers using 50MW or more of power.
$NBIS, $CRWV, $IREN, $CIFR, $SHAZ, $WYFI, $WULF https://t.co/A9bUeUct3Q↗
Jul 14
Wayne Liang — Entire neocloud sector is reacting poorly to NY’s moratorium...
Except it doesn’t actually affect any of the
The only name it even brushes is $WULF, a pause on any potential expa…↗
Jul 14
PhotonBull — The amount of fud that has dragged down neocloud stocks like $NBIS and $WYFI the last few weeks is insane
Probably worth buying the fear here↗
Jul 14
Wayne Liang — Reminder that my $WYFI avg isn't that much lower than this. Actively looking to buy on pullbacks as well, which'll push me higher.
Betting on the upcoming catalysts, with a pretty…↗
Jul 14
Wayne Liang — $CLSK just became an official HPC company, not a speculative one.
20-year infrastructure deal signed today with a high-investment-grade global tech company.
Very happy to see thi…↗
Midas — That company is $WYFI.
Follow me for the full analysis, coming soon.↗
Jul 13
Wayne Liang — Nscale's UK site just got delayed... no grid power until after 2027.
Meanwhile their NC-1 capacity with $WYFI is already powered and billing.
Grid is the bottleneck, and $WYFI is…↗
Jul 13
Wayne Liang — Very odd on a red day, but we just got a 1D buy-signal on $WYFI. Perhaps the algo is detecting something we aren't... https://t.co/eMkQ5lL7g0↗
Jul 13
Wayne Liang — Always funny seeing comments asking if $WYFI is too far gone to join in, up 40% in a month, etc.
Reminds me of when I called $MU at ~$118. Got the same reaction. "Already ran." "M…↗
Jul 13
Jason Luongo — 7. $WYFI - WhiteFiber
Tier-3 data centers and GPU cloud. $865M colocation deal with Nscale. Targeting 76MW by late 2026 with a 1,500MW pipeline under review. Cross-data-center sup…↗
Jul 12
Wayne Liang — I feel like anyone publicly longing $WYFI will look like a genius down the line.
Fundamentals are rock solid.
Technicals are starting to line up.
Exactly what I saw in $IREN at…↗
CK Capital — I see half of X talking about $WYFI now.
Can someone tell me what makes it such a good buy?↗
Jul 11
mon — Every technical analyst seems to be bullish on $WYFI. https://t.co/6iDmaW17pO↗
Jul 11
Mike Investing — Mark my words…
If you’re looking to create generational wealth this year then load these 4 critical AI infrastructure names.
1. $WYFI ~ High Conviction @leopoldasch small cap nam…↗
Jul 11
Wayne Liang — 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 OpenA…↗
Jul 11
Wayne Liang — @Unreal_Machine IMO, $WYFI is big enough to not be risky, and small enough to have explosive moves still.
It has, and can continue to secure deals. It isn’t a speculative company…↗
Jul 10
Wayne Liang — Considering where we started, pretty solid day overall. Even flipped green a couple times.
$NBIS closed green... really showed its strength today.
Quick TA update for $WYFI (4H)…↗
Jul 10
Wayne Liang — I just posted about $WYFI's inference edge, forgot to share the news from yesterday, confirming everything.
$WYFI just tested their cross-data-center tech (Project Redwood) and hi…↗
Jul 10
Midas — Here are the top stocks I'm buying using @asymmetrix_xyz:
1) $NBIS
2) $RDDT
3) $INFQ
4) $CIFR
5) $WYFI
Follow me for more↗
Jul 10
Wayne Liang — Heisenberg will look like a genius once it does.
Remember, Leopold owns 1.75 million shares (not dollar amount) of $WYFI.
His entire fund is built around the AGI thesis with conc…↗
Antonio Costa — $WYFI if it breaks $40.75 can easily to $46 https://t.co/flnOq7QW4i↗
Jul 10
Wayne Liang — Reminds me of last year when I was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Nailed the $NBIS call at ~$40 too.
People made multi-millions when I nailed the entire AI/…↗
Jul 10
Wayne Liang — 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 spec…↗
Jul 10
Wayne Liang — Neoclouds (and $WGMI ETF) opening slightly red... completely reasonable and healthy after such a hot couple of days.
(Wouldn't be surprised if we flip green by EOD. $META soaring,…↗
Jul 9
Wayne Liang — @TrendGPS Nscale just got another $900M. De risked their entire contract with $WYFI. Already hinted at doubling to 80MW. 🤝↗
Jul 9
Wayne Liang — $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 (no…↗
Jul 9
Antonio Costa — $WYFI Bull Flag Breakout. Setting up to test the recent highs imho https://t.co/1fNVpWU0DP↗
Jul 9
Wayne Liang — @AbeZacuto When fundamentals and technicals align on $WYFI, something happens.↗
Jul 9
Wayne Liang — Yes, I know something...
$WYFI Paris revenue goes live this month, which can happen at any moment now.
($160M+ contract, investment-grade customer, $NVDA GPUs, 12 months prepaid)…↗
Jul 9
Wayne Liang — @wolfwulfwoof Depends on your approach. $NBIS is the safer pick. Bigger, more diversified, full-stack platform.
$WYFI is significantly more asymmetric and has more upside. $NBIS i…↗
Jul 9
Wayne Liang — @Lazarus_Capital Will be shopping $WYFI this week and next week. 🫡↗
Jul 9
Wayne Liang — Full transparency, I’m holding 86,000 shares of $WYFI at ~$34.5 average.
Actively looking to add on pullbacks to hover near ~100,000 shares.
IMO retail is starting to realize wha…↗
Jul 9
Wayne Liang — Momentary red on $WYFI for those who wanted a discount. Expecting it to flip green like the rest of the sector by EOD.
$WGMI ETF holding steadily and $PENG still climbing from ear…↗
Jul 9
Wayne Liang — The neocloud bet is simple.
You're not picking which AI company wins. You're supplying all of them.
$CRWV already powers 9 of the top 10 AI developers. OpenAI, $META, Anthropic,…↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 8
mon — Great day so far.
- $PENG smashed it. Currently +25%.
- Data center stocks are up across the board.
- $WYFI & $WULF +11%, $NBIS +9% & $IREN +7%.
- Memory stocks starting to…↗
Jul 8
Wayne Liang — @DadTrader8 One is 10x away from $WYFI, the other is 6x away. Happy with catching up to either of them.↗
Jul 8
Wayne Liang — Great $WYFI target from @Freedom_By_40.
This is ground zero... 2 Blue Diamonds on 4H, and zero BDs on 1D. Can't really ask for a better entry than this.
Or wait until 1D BDs to a…↗
Jul 8
Wayne Liang — $WYFI anchor just got a lot stronger, and it seems like the market hasn't caught wind of it yet?
Nscale just closed a $900M credit facility (confirmed a few hours ago) syndicated…↗
Jul 8
PhotonBull — @retail_mourinho $WYFI holding up well so far↗
Jul 8
Wayne Liang — Btw, $WYFI fundamentals haven't changed at all. $1B+ in contracted backlog at a ~$1.3B market cap. That’s asymmetry.↗
Jul 8
Wayne Liang — Added $WYFI here, IMO this is near the bottom for neocloud.
This illogical selloff has given us the perfect pullback, and another opportunity to enter before the next leg up.
(Fo…↗
Jul 6
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 6
mon — You can reduce your risk when investing in AI data centers by buying an ETF or by following Leopold Aschenbrenner's approach. He spreads his investments across multiple AI infrastr…↗
Jul 3
Wayne Liang — So there's the floating idea (from one analyst) of minor hyperscaler capex cuts at Q2 earnings...
Even if it happens with one or two, we're still at $700B+ combined this year. Wou…↗
Jul 2
Antonio Costa — $WYFI $35 calls DTE50 getting volume $367K premium https://t.co/a8eSfWtQOu↗
Jul 1
Gaetano — Alright, let's hear your takes on the $META news
Mostly interested in thoughts around Neoclouds and co
$NBIS $IREN $WYFI $NUAI $CRWV etc.↗
Jul 1
Antonio Costa — $WYFI I love this chart setup.... and i love today's pullback... just saying. https://t.co/38WhNmnCrL↗
Jul 1
Jason Luongo — 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 J…↗
June 2026 · 43 mentions
Jun 30
Jason Luongo — 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 $865…↗
Jun 29
Wayne Liang — Btw, neocloud isn't just a 2025-2026 trade. We're still early…
All the names we’ve covered will benefit… $NBIS, $CRWV, $CIFR, $IREN, $WYFI, and more.
(I’ll share additional, new…↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Midas — $TE
$HIVE
$WYFI
If this helped you out, give me a follow.↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…
March 2026 · 1 mention
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
January 2026 · 1 mention
Jan 2
Serenity — @Bash29398256308 Almost every Neocloud segment stock is a extremely solid buy (maybe aside from $SLNH)
$WYFI is kinda T2 with NScale's $865m agreement. But it's valuation got comp…↗
December 2025 · 8 mentions
Dec 26
BMSInvests — My top 10 stocks heading into 2026:
1) $ONDS
2) $NBIS
3) $KRKNF
4) $ASTS
5) $XTIA
6) $BBAI
7) $AMZN
8) $HIVE
9) $WYFI
10) $TMC / $UAMY
Mix of undervalued and well-positioned…↗
Dec 25
mon — @70Polygon >I know about $WYFI.
>It's on my watchlist.
>I am watching over 100 stocks.
>I am not sorry for not including all of them.
I've just seen your timeline.
Now…↗
Dec 25
mon — @70Polygon Still mad because I didn’t add $WYFI to my watchlist. 😂↗
Dec 25
mon — @70Polygon It's not in any particular order and it's not a complete watchlist.
I am also watching $WYFI & all the other miners.
Wayne Liang — Very reasonable first target for $WYFI.
Jake is usually early. Aside from our community, he's one of the few that caught $ONDS near ~$1.
Glad he’s caught onto $WYFI now. I'd say…↗
Jun 23
Wayne Liang — One of you made a solid point...
While most focus on training compute capacity (like $NBIS, $CRWV), $WYFI was built specifically for AI inference.
And inference can be better tha…↗
Jun 23
Wayne Liang — $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,…↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 22
Midas — @asymmetrix_xyz That company is $WYFI
If this helped you out, follow me for more↗
Jun 22
Shay Boloor — $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 i…↗
Jun 22
Wayne Liang — @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,…↗
Jun 22
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Jun 22
Wayne Liang — $WYFI breakout level. Oddly similar to $NBIS just before it rallied... https://t.co/WhGIJ3EV9L↗
Jun 22
PhotonBull — This guy was one of the first on X to publicly buy:
$IREN at $6 before it went to $75+
$CIFR at $3, now at $30
$NBIS at $39, now at $290
He's calling $WYFI next.
Probably not…↗
Jun 22
Wayne Liang — $WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.
But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT a…↗
Jun 21
Wayne Liang — @RJNavarrete For $NBIS and $CRWV, yes. For $WYFI, less so as it's still relatively early, and not early enough to be too risky.↗
Jun 21
Wayne Liang — $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 i…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Wayne Liang — Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per…↗
Jun 20
Serenity — In terms of personal notes:
1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co.
2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI,…↗
Jun 19
Wayne Liang — So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.
We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard…↗
Jun 19
Wayne Liang — I am grateful Grok can verify my claims!
I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the lea…↗
InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN
The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗
Jun 19
InvestmentGuru — $WYFI was at $24
The Under-the-Radar AI Infrastructure Neocloud↗
Jun 19
InvestmentGuru — Neocloud strongest sector in the market.
$NBIS $IREN $CIFR $CRWV $WYFI↗
Jun 18
Wayne Liang — $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 ti…↗
Jun 18
Wayne Liang — @StockAnalystPro Higher risk with exposure to more volatility assets (crypto). Depends on what approach you’re going for… $WYFI is pure play AI.↗
Jun 18
Wayne Liang — $WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart…↗
Jun 18
Wayne Liang — @sunxliao $WYFI really reminds me of $NBIS early on… 👽↗
Jun 18
PhotonBull — $WYFI seems like a nice pick that didn't run as much yet
Still researching this one so no position (yet)↗
Jun 18
Wayne Liang — If you missed my calls last year on...
$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)
And many more…
Don't miss $WYFI this year. https://t.co…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Wayne Liang — @BP010218 $WYFI is undervalued atm. Two catalysts incoming. NFA, DYOR. I've already shared part of my thesis today, will continue sharing as I continue my research.↗
Jun 17
Wayne Liang — Btw, $WYFI's contracted backlog is almost as much as its current market cap...
Nscale Global: $865M TCV, 40 MW at NC-1
Paris investment-grade customer: $160M (signed a few weeks…↗
Jun 17
Wayne Liang — @TrendGPS $WYFI is better for pure play AI infrastructure, and less volatile asset (crypto) exposure like $BTBT. Depends on what your approach is...↗
Jun 17
Wayne Liang — Recently started a longer swing position in $WYFI.
Seems like a smaller cap version of $CRWV or $IREN?
$1.4B MC vs $64B / $20B
(also reminds me of an earlier stage $NBIS)
Nasda…↗
Jun 12
Jason Luongo — 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 Nscal…↗
Jun 11
Serenity — New Anthropic news looks like a potential tailwind for the Neocloud colo sector.
Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet).
As Anthropic is pursuing its first…↗
Jun 5
Jason Luongo — 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 custome…↗
Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 1
Midas — $SHAZ
$WYFI
$CORZ
$HIVE
$TE
If this helped you out, follow me for more!↗
InvestmentGuru — 5 names on the radar right now.
$RGTI
Quantum computing | Superconducting qubits
Surged 24.2% on May 21 alone — directly named as a recipient in Trump’s $2B quantum initiative, r…↗
May 21
InvestmentGuru — $WYFI 22% up today and 10% plus AH , congrats whoever got yesterday↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Alphatica — Keep an eye on these names in after-hours trading and over the next few days. $NVDA’s earnings report tonight presents supply chain risks to both the upside and downside, as these…↗
May 20
InvestmentGuru — AI infrastructure
$NBIS
$IREN
$CIFR
$CRWV
$WYFI
$HIVE
$KEEL
$DGXX
$SLNH
$BTDR
AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” stor…↗
May 20
InvestmentGuru — $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…↗
May 19
BMSInvests — @OnlyKlans1 @bennybigbull Legend, thank you.
What are your main concerns with $WYFI?↗
May 19
BMSInvests — @bennybigbull Been mostly flat so far this year, trimming into strength to diversify, roughly 10% cash atm so same thoughts as you.
Think we spoke about $AVAV before too so I’m bu…↗
May 14
CK Capital — $CBRS is opening near double its $185 IPO price this morning.
That is not an entry point for most people.
But here is what always happens on IPO day when something opens at a ridi…↗
May 12
Mike Bucella — People are bidding $WYFI as a derivative play on the $CRBRS IPO.
Seems the cheaper way to create the that exposure may be $BTBT.
BTBT owns ~27M WYFI shares, worth ~$706M at toda…↗
May 10
Michael Sikand 🦑 — I'm hearing retail is being denied the $CBRS IPO happening Thursday.
People are reporting no allocation requests on their brokers like $HOOD?
Here are 3 $CBRS proxy revenge trad…↗
InvestmentGuru — Runners Everywhere Today — Risk Is ON
The market flipped the switch to full momentum mode, with speculative growth leading across the board. Capital is clearly rotating into futu…↗
Dec 19
Antonio Costa — $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 | White…↗
Dec 17
Gaetano — 🚨 What’s going on with neo-clouds right now?
$NBIS $CRWV $APLD $CORZ $CIFR $IREN
This corner of AI infrastructure has been hit hard.
Not because demand for AI compute disappeare…↗
Dec 17
Gaetano — 🚨The neo-cloud space has taken a real hit recently.
$NBIS $CRWV $APLD $CIFR $IREN $WYFI
Prices are down.
Narratives are compressed.
A lot of these names are getting discussed a…↗