Who mentions $WYFI most on Surfaced?

@wliang (Wayne Liang) mentions $WYFI most — 58 mentions in the past 12 months.

When was $WYFI first mentioned on Surfaced?

The earliest tracked mention of $WYFI in the Surfaced archive was on Oct 17, 2025.

How many voices track $WYFI?

18 FinTwit voices have mentioned $WYFI 128 times in the past 12 months.

What kind of voices mention $WYFI most?

$WYFI is mentioned most by Long Research voices on Surfaced.

$WYFI — FinTwit mentions on Surfaced

Recent mentions

latest 100 of 128

@acinvestorblogJul 17, 2026 · 5:09 PM

$WYFI Is this the start of a new leg up that could push it toward $50? https://t.co/PXKrHhkMUN

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@wliangJul 16, 2026 · 6:39 PM

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 signed its first HPC deal. $NBIS just landed $1B with Reflection AI. $WULF locked a 20-year deal Anthropic. $WYFI has had plenty of bullish tailwinds. $WGMI ETF being down nearly double digits today makes it pretty clear this isn't concentrated selling on a single name. When the entire AI stack is getting hit ( incl. mega caps like $MU / $SNDK / $MRVL ), high-beta names will undoubtedly get hit harder. On the bright side, this'll give us a more aggressive recovery-rally when the time comes. I'll be sharing my shopping list soon, many exciting names to pick up at a discount. 🫡

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@moninvestorJul 15, 2026 · 3:48 PM

$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

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@wliangJul 15, 2026 · 1:56 PM

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 failing. It's that a human still has to manually check the work, and humans don't scale like that. So all the compute demand we're already seeing is coming from companies in testing phase. The real wave hasn't even started. This whole AI supercycle is far from topping. From $NVDA / $AMD / $MU (and more), all the way to neoclouds, like $NBIS / $IREN / $CIFR / $WYFI (and more), everything will benefit.

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@mrmikeinvestingJul 14, 2026 · 10:33 PM

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 5. $ORCL at $120 6. $NOW at $105 7. $WYFI at $31 8. $ADBE at $220 Don’t miss out on these life changing opportunities as they won’t last long…

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@stocksavvyshayJul 14, 2026 · 6:46 PM

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

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@wliangJul 14, 2026 · 5:29 PM

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 expansions, not existing operations. New York isn't where the AI buildout is happening. It’s North Carolina, Texas, and other states, or all the way in Europe and Canada. Anyway, haven’t sold a single share, and personally bought more $WYFI at these levels. Gotta love buying on illogical selloffs.

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@photonbullJul 14, 2026 · 5:14 PM

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

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@wliangJul 14, 2026 · 1:53 PM

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 high likelihood we hit the initial target of ~$60. Pay attention. Doesn't matter if it's a $CBRS or Nscale expansion, or something completely new, if news comes out, this'll move fast. For those that have less risk tolerance, it's an easy trade invalidation if we close below the marked zone.

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@wliangJul 14, 2026 · 12:51 PM

$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 this. Since last year, $CLSK was priced as "miner that might pivot to HPC." Solid tailwind for the whole sector. Expecting $NBIS, $IREN, $CIFR, $WULF, $WGMI ETF, and more to benefit. (And most definitely $WYFI, my favorite neocloud name at the moment. Risk/reward here is extremely appealing) Impeccable timing with CPI reports coming in cooler than expected.

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@midascabalJul 13, 2026 · 6:37 PM

That company is $WYFI Follow me for more

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@midascabalJul 13, 2026 · 6:35 PM

That company is $WYFI Follow me for more

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@midascabalJul 13, 2026 · 6:33 PM

That company is $WYFI. Follow me for the full analysis, coming soon.

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@wliangJul 13, 2026 · 5:25 PM

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 clearly the solution. Looking a lot more valuable to Nscale right about now... https://t.co/13ZsN9cxK4

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@wliangJul 13, 2026 · 4:11 PM

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

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@wliangJul 13, 2026 · 2:11 PM

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." "Missed it." “Should’ve gotten in at $75..” Then $MU proceeded to 10x from there. When you understand what they're building, and the fact that their backlog is nearly the size of their entire market cap, you’ll understand we’re still early.

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@jasonl_capitalJul 13, 2026 · 12:43 PM

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 supercluster tech hitting 111.2 Tbps over 83km with sub-millisecond latency. https://t.co/DAYylcCD5V

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@wliangJul 12, 2026 · 7:21 PM

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 ~$6, $CIFR at ~$3, and $NBIS at ~$40 when I gave a buy-signal on them.

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@investmentguru_Jul 12, 2026 · 7:11 PM

$WYFI

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@ckcapitalxxJul 12, 2026 · 1:48 AM

I see half of X talking about $WYFI now. Can someone tell me what makes it such a good buy?

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@moninvestorJul 11, 2026 · 5:18 PM

Every technical analyst seems to be bullish on $WYFI. https://t.co/6iDmaW17pO

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@mrmikeinvestingJul 11, 2026 · 1:43 PM

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 name positioned to deliver outsized returns. 2. $NBIS ~ Powering AI infrastructure with next-gen GPU cloud infrastructure. 3. $CIFR ~ High performance AI data center operator. 4. $CRWV ~ Leader in AI cloud, delivering GPU infrastructure at scale to many of the top AI companies. Save this for later to look back on…

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@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…

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@wliangJul 11, 2026 · 6:28 AM

@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 anymore (vs. a $100M company let’s say). And backlog matters… it has a $1B+ backlog at ~$1.4B MC. Pretty rare. Similar to how $NBIS has a $44B+ backlog right now, at $55B MC. Except it’ll take a lot more for NBIS to 3x than it would for WYFI to 3x. If your approach is safe, slower (but more stable) growth, NBIS is arguably the best bet out of all neocloud names. If you’re looking for something high-risk, higher-reward, WYFI is significantly better, IMO. I don’t like giving PTs, but fib targets of ~$60, ~$90, and so on are totally reasonable short term. NFA, DYOR.

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@wliangJul 10, 2026 · 8:37 PM

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) using https://t.co/r8G8UwTZYy indicators: Buy-signals are all intact (circled in orange). Zero sell-signals on 1D/1W, fully expecting buy-signals to start loading in next week at this pace. What's interesting is our Helix indicator (circled in red) is starting to expand... Last time it gave us a ~60% run, and the time before that gave us an ~80% run. I'm very excited for next week. 🫡

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@wliangJul 10, 2026 · 6:25 PM

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 hit 111.2 Tbps over 83km of dark fiber... at 0.9ms latency, within 8% of the physical speed limit of light through fiber. In short, it means two separate data centers running as ONE logical GPU supercluster. This is the low-latency, distributed inference capability I was talking about. It just went from a slide to a proven result, patents filed, and commercial launch still on track for Q3. Built with DriveNets (powers AT&T, Comcast) and WEKA. Applications include distirbuted inference, edge, and sovereign AI. I absolutely love it when our thesis keeps getting validated.

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@midascabalJul 10, 2026 · 5:48 PM

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

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@wliangJul 10, 2026 · 3:33 PM

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 concentrated bets in AI infrastructure. There's a reason he pivoted from other neocloud bets to $WYFI. There's peace knowing he aims for 10-20x returns on his picks... I'm fully expecting an aggressive breakout to happen relatively soon.

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@acinvestorblogJul 10, 2026 · 3:31 PM

$WYFI has a short interest around 30%

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@acinvestorblogJul 10, 2026 · 3:28 PM

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

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@wliangJul 10, 2026 · 2:56 PM

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/HPC run. I hope they’re joining along for $WYFI as well. Thesis is even stronger this year…

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@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.

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@wliangJul 10, 2026 · 1:43 PM

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, and them breaking ground on a $9B data center this week is extremely bullish for the whole thesis.) After a pretty sharp reversal off the bottom, momentary red is normal, even in a hot theme. Higher highs and higher lows, that’s what matters. Doesn’t matter if it’s my favorite pick ( $WYFI ), or other picks like $NBIS, $IREN, $WULF, or $CIFR, the thesis hasn’t changed. Once you see red as entry opportunities and discounts, you’ll become a much better trader.

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@wliangJul 9, 2026 · 6:55 PM

@TrendGPS Nscale just got another $900M. De risked their entire contract with $WYFI. Already hinted at doubling to 80MW. 🤝

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@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

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@acinvestorblogJul 9, 2026 · 3:37 PM

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

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@wliangJul 9, 2026 · 3:31 PM

@AbeZacuto When fundamentals and technicals align on $WYFI, something happens.

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@wliangJul 9, 2026 · 3:22 PM

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) And a few other potential catalysts… > $BTBT facility can step from $100M to $150M as buildout milestones hit > Tabar hinted at doubling the NC-1 deployment toward 80MW, doubling its size from 40MW > Nscale (NC-1 anchor tenant) just closed $900M in bank financing. De-risking the original contract makes the 80MW expansion very likely to happen Definitely not missing this wave up.

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@wliangJul 9, 2026 · 3:06 PM

@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 is a ~$55B company. $WYFI is ~$1.3B with $1B+ in backlog. Has a lot more room to re-rate if execution lands. Also has a couple upcoming catalysts.

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@wliangJul 9, 2026 · 2:30 PM

@Lazarus_Capital Will be shopping $WYFI this week and next week. 🫡

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@wliangJul 9, 2026 · 2:26 PM

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 what $META did… $NBIS should not have sold off like that. $WULF / Anthropic validated the entire neocloud thesis and it doesn’t seem like the market has properly priced it in. There’s a reason institutions swooped in and picked up shares instantly after the selloff began. As usual, I will add/sell as I see fit.

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@wliangJul 9, 2026 · 1:51 PM

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 earnings. Maybe people are finally realizing they shouldn't have sold neoclouds/AI infra? https://t.co/9FUegybB8Y

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@wliangJul 9, 2026 · 1:40 PM

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, and more, all renting from the same neoclouds. So it doesn't matter who comes out on top in AI. The compute demand flows to the same handful of infrastructure providers regardless. Doesn't matter if you're team $NBIS, team $IREN, or team $WYFI (the most asymmetric neocloud play at the moment imo). Hard to go wrong here. We're essentially positioned underneath these models. The tollbooth every model has to drive through.

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@investmentguru_Jul 8, 2026 · 11:57 PM

NeoCloud is one of the strongest sector today. $IREN $NBIS $CIFR $CRWV $KEEL $APLD $WYFI https://t.co/iP9hTZlDm6

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@moninvestorJul 8, 2026 · 7:35 PM

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 recover slightly. - $MU +0.72%, $SNDK +3% & $DRAM +1.22%. - Other notable stocks: $ONDS, $ASTS & $TE 🟢

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@wliangJul 8, 2026 · 4:33 PM

@DadTrader8 One is 10x away from $WYFI, the other is 6x away. Happy with catching up to either of them.

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@wliangJul 8, 2026 · 4:30 PM

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 appear if you have lower risk tolerance. But know that you'll have a higher entry. https://t.co/6WadDklBz1

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@wliangJul 8, 2026 · 3:12 PM

$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 across a dozen banks... JPM, Goldman, Morgan Stanley, BofA, Deutsche, and more. WhiteFiber's biggest customer... > Just locked in investment-grade bank financing > De-risked the entire NC-1 contract > Is now valued at ~$15B, backed by $NVDA, $DELL, $NOK Could likely see a deal expansion with $WYFI here. Will be fun watching the market catch up when the dots start to connect.

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@photonbullJul 8, 2026 · 2:19 PM

@retail_mourinho $WYFI holding up well so far

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@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.

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@wliangJul 8, 2026 · 1:54 PM

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. (For TA traders: wave 2 seems complete, now we're starting wave 3… the most aggressive move) Despite short-term macro volatility, $WULF’s new deal with Anthropic further validates the neocloud thesis. (Nice to see $PENG crush earnings as well) Fits right into the timeline we already had in mind... rally until September-ish. 🫡

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@blackpanthercapJul 6, 2026 · 10:41 AM

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 customer demand, but the availability of data centers needed to deploy AI infrastructure at scale. Primary data center vacancy in North America fell to a record low of 1.6% in the first half of 2025, and supply still grew over 43% year over year. The market is expanding at the fastest pace in its history and still can’t stay ahead of demand. Goldman Sachs projects a U.S. data center capacity shortfall of roughly 9.3 gigawatts in 2026, growing to 10 gigawatts by 2028, a gap comparable to the electricity for millions of homes. Meanwhile the checkbook keeps opening. Hyperscalers are projected to spend $3.7 trillion on AI infrastructure over the next five years. Demand for compute is scaling faster than any industry can pour concrete, pull permits, and energize substations. And even when the money and land line up, the buildout hits a second wall. The industry faces a structural workforce deficit of roughly 340,000 unfilled positions by the end of 2026, driven by construction demand no one staffed for. You can print capital. You cannot print electricians. The bottleneck moved from silicon to steel and power lines, and the physical layer moves on physics and permitting timelines, not GPU roadmaps. The honest risk here: permitting friction cuts both ways. More than 75 data center projects worth $130 billion were blocked in just the first three months of 2026, which means some of this capacity gap doesn’t close on schedule even with unlimited capital behind it. That is a real drag on timelines, not a reason the thesis breaks. The actual constraint is whether anyone can build the building fast enough to plug it in. -BP Not financial advice. $IREN $NBIS $CIFR $WYFI $WULF $KEEL $CRWV

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@moninvestorJul 6, 2026 · 10:17 AM

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 infrastructure companies, including $NBIS, $IREN, $WYFI, $KEEL, and others.

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@wliangJul 3, 2026 · 3:34 PM

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. Wouldn't move the needle. (IMO supply is still the real bottleneck) I don't believe cuts will happen... but if anything, wouldn't tighter capex from one hyperscaler mean more demand routed to neoclouds? Hard to see $NBIS, $CRWV, $IREN, $CIFR, $WYFI (and more) not benefiting from this wave.

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@acinvestorblogJul 2, 2026 · 4:01 PM

$WYFI $35 calls DTE50 getting volume $367K premium https://t.co/a8eSfWtQOu

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@crux_capital_Jul 1, 2026 · 8:13 PM

Alright, let's hear your takes on the $META news Mostly interested in thoughts around Neoclouds and co $NBIS $IREN $WYFI $NUAI $CRWV etc.

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@acinvestorblogJul 1, 2026 · 3:51 PM

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

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@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.

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@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.

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@wliangJun 29, 2026 · 3:56 AM

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 neocloud names this week as well 🫡) Quick recap: > AI inference cost has dropped ~90% annually for the past two years. Jevons Paradox is playing out in real time. (Cheaper compute = new use cases = increases total consumption) > The shift to agentic AI is multiplying compute demand by 100-1000x per task. > Token consumption volumes are growing exponentially. > Enterprise AI adoption is still under ~30%. Ppl have been saying "AI is here" for two years, but most enterprises are still in pilot phase. > Covered this many times, but supply literally can’t catch up. $TSM is booked through 2027, HBM sold out, power infrastructure takes 4-7 years to build, and many other constraints. IMO we are far from the peak of an AI bubble.

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@wliangJun 24, 2026 · 5:26 PM

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 likely won’t pull back further… straight back to a heavy recovery IMO. The report itself is the catalyst that resets sentiment across the entire AI infrastructure stack. Strong numbers + HBM4 commentary = green light for Neocloud. Yet again, great discount across the board today - $NBIS, $CRWV, $IREN, $CIFR, with my favorite being $WYFI.

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@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.

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@wliangJun 24, 2026 · 1:38 PM

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 he's early again here.

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@wliangJun 23, 2026 · 6:24 PM

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 than training for recurring revenue. As AI applications scale to billions of users, inference demand explodes. E.g. $CBRS is a satisfied customer. Again, they specifically called out inference demand in their IPO. You could see $NBIS / $CRWV as setting precedent for $WYFI, or you could see it in its own unique lane, with a different moat. Either way, they're all headed in the same direction, and $WYFI remains asymmetrical.

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@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.

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@wliangJun 23, 2026 · 3:05 PM

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 way to $IREN for buildout/power (and anything in between). AI as a whole is similar to the internet "bubble" comparison everyone gets wrong. Some companies died (like $PETS, $WEBVAN, eToys, etc.), valuations were pretty insane, and speculative excess was there... But they missed the bigger picture: Fiber/telecom buildouts became the foundation of everything we use today. Look at where $AMZN is now, alongside $GOOGL, $AAPL, $MSFT, and many more. Fast forward to AI today, where bears are claiming "AI is a bubble," "capex is unsustainable," and "valuations are insane." Here's the difference... unlike 1999, AI companies have real revenue. TRILLIONS of dollars worth of it, locked in from $MSFT, $META, $AMZN, and more. And capex isn't speculative VC money like before lol. It's profitable hyperscalers funding their own buildouts. We are witnessing, and investing in, the foundation for agentic AI, AGI applications, and the next decade of growth. TLDR: We are early.

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@midascabalJun 22, 2026 · 11:53 PM

@asymmetrix_xyz That company is $WYFI If this helped you out, follow me for more

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@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.

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@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.

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@wliangJun 22, 2026 · 5:25 PM

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 heating up again. Names like $WYFI, $NBIS, and even $WGMI ETF. Even runners in other themes, like $ONDS at $1. And don't forget, I also nailed: $MU at ~$118 $INTC at ~$25 $TSM, $SNDK, $AMD, and more. Doesn't matter what market cap... I'll continue to share undervalued gems. All for free, right here on X. 🫡

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@wliangJun 22, 2026 · 3:24 PM

$WYFI breakout level. Oddly similar to $NBIS just before it rallied... https://t.co/WhGIJ3EV9L

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@photonbullJun 22, 2026 · 2:10 PM

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 a bad idea to follow the guy who is known to be early in neocloud stocks.

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@wliangJun 22, 2026 · 1:34 PM

$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 anchor. It's the same playbook... Anchor locks in revenue > validates infrastructure > attracts additional customers > scales to multi-billion valuation. $WYFI is at the start of this pattern. Big enough to not be too risky of a bet, and small enough (~$1.5B MC) to still become a multi-bagger. $NBIS is ~50x away $CRWV is ~40x away $IREN is ~15x away They're setting pretty clear precedent for where $WYFI is heading...

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@wliangJun 21, 2026 · 7:51 PM

@RJNavarrete For $NBIS and $CRWV, yes. For $WYFI, less so as it's still relatively early, and not early enough to be too risky.

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@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! 🫡

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@investmentguru_Jun 21, 2026 · 12:52 PM

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-conviction names powering the AI buildout. $MU • $SNDK • $ARM • $MRVL • $AMD • $LRCX • $DELL • $WDC • $TER Tier 2 — Photonics & Connectivity Backbone The critical networking and optical layer connecting AI clusters at scale. $ALAB • $AAOI • $NOK • $VIAV • $MXL • $FORM • $CRDO • $AXTI Tier 3 — Power & Physical Buildout AI needs electricity, transmission, cooling, and infrastructure before it can scale. $BE • $FPS • $STRL • $POWL • $VICR • $UCTT • $FLNC • $OKLO Tier 4 — NeoCloud & Compute Capacity The emerging AI cloud providers and compute infrastructure operators. $NBIS • $WULF • $DOCN • $CRWV • $WYFI • $CIFR • $IREN Tier 5 — Speculative & Edge Upside Higher-risk names with asymmetric upside tied to photonics, power efficiency, edge AI, and physical AI. $POET • $AEHR • $AMBQ • $NVTS • $OUST • $AMBA • $SIVEF The AI boom is no longer just about GPUs. The next phase of wealth creation is being driven by the companies building the entire AI ecosystem — memory, storage, networking, photonics, power, infrastructure, cloud capacity, and physical AI. Key Themes I’m Watching Through 2030 ✅ Memory & Storage ✅ Photonics & Optical Networking ✅ AI Connectivity & CXL ✅ Datacenter Power & Grid Infrastructure ✅ NeoCloud Expansion ✅ Physical AI & Robotics ✅ Semiconductor Equipment ✅ Edge AI & Low-Power Computing Follow the money, not the headlines. The biggest winners of the AI cycle won’t all be GPU companies — they’ll be the businesses enabling AI to scale. Not a financial advice

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@wliangJun 21, 2026 · 1:53 AM

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 token, and built on Huawei chips (no $NVDA hardware). https://t.co/UB14nbsO9b (HKEX $02513.HK) has been absolutely soaring. Interestingly, U.S Gov shut down Claude Fable 5/Mythos 5 a few days prior to GLM-5.2 release. This is what happens when the U.S. caps its own AI capabilities. While Anthropic faces restrictions, China delivers competitive alternatives for free. But here's the 4D chess they're playing... Trump confirmed in early June he's exploring equity stakes in major AI companies. Word for word, he expects to meet with "all the big ones" at the White House. ($INTC set precedent: U.S Gov took 10% stake ($8.9B) last year. CHIPS Act grants converted to equity) IMO the restrictions are negotiation leverage. Claim the equity before Anthropic IPOs, secure partnerships, then remove restrictions = global wealth continues to flood into U.S companies. The U.S. won't gatekeep Claude much longer, esp. with China continuously delivering. Prime time to be positioning in Neocloud, like $NBIS, $WYFI, $CRWV, and more.

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@aleabitoredditJun 20, 2026 · 3:52 AM

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, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio. ~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth. Owns 35.46% of Wiwynn, which is ~0.66x of MC. I'd expect Wiwynn to keep on growing. 4. Sin-American Silicon 5483 does own 46.64% of GlobalWafers (6488). MC is $3.5B, stake value is ~$7.9B, but not exactly growing too fast independently, though it's heavily trading heavily discount to NAV. 5. Iljin Holdings owns 42.99% of Iljin Electric, it's ~$0.22B MC vs. ~$1.13B NAV holding. This was transformer/cable DC related. But again idk if I trust korean stocks for NAV unlock, probably better for activist investors. 6. Simmtech Holdings was ~$0.17B MC vs. ~$1.0B of parent, which also looks ridiculous. So 6x+ NAV. PCB substrate related name. Also another prob don't trust korean governance type name. I think both $ACMR and WUS have H-Share subsidiary listing soon, and those were the biggest NAV discounts with independent growth. Then you have a highly successful activist going after WUS so I'd expect some middle ground there. So maybe I'll put more concentration into those on top of what I already own Monday, we'll see. And Wistron was growing very fast independently. I'm still doing research, normally this goes in shower thoughts since I haven't formally made a conclusion, but thought others might be interested.

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@wliangJun 19, 2026 · 8:08 PM

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 pre-IPO and sold off post-IPO - exactly as we predicted. (Unfortunately great names like $ASTS, $RKLB, $FLY, and more took a hit, but capital will rotate back in eventually) Neocloud shouldn't sell off at all (might have very minor turbulence) because they aren't direct proxies, they're suppliers. > They are complementary to AI labs (Anthropic, OpenAI, Meta AI, etc.), not substitutes > AI labs need more compute, not less. Thesis should stay intact through the IPO cycle This is bullish validation for established names like $NBIS, $CRWV, $IREN, $CIFR, $WYFI, and a few more. Note the IPOs are targeting EOY or even next year, so positioning in neocloud now won't disappoint IMO. In fact, we should see a pretty aggressive run here into September/October.

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@wliangJun 19, 2026 · 5:29 PM

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 leader at ~$39. Shared my thesis on the AI infrastructure supercycle back then, and showed that technicals were starting to align. And despite the solid momentum recently, I think this is only the beginning of the next leg up (esp. with OpenAI & Anthropic IPOs). Not kidding when I say $WYFI really reminds me of where $NBIS was positioned before getting $NVDA commitments / $MSFT deal, and more.

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@investmentguru_Jun 19, 2026 · 12:39 PM

$WYFI

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@investmentguru_Jun 19, 2026 · 12:51 AM

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 sector remains a core piece of the Silicon-to-Substation thesis: $NBIS — The vertically integrated leader. Just closed its acquisition of Eigen AI, an inference and model optimization company . Set to join the Nasdaq-100 effective June 22 — forced index buying incoming. $CRWV — The scale king. Posted $2.078B in revenue last quarter with a massive $99.4B revenue backlog . Also joining the Nasdaq-100 on June 22 . $IREN — Bitcoin-mining roots, now asset-heavy AI infrastructure, converting power sites and data centers into AI/HPC capacity . $APLD — Power-and-construction execution trade. Surpassed 1 GW of contracted capacity after a long-term lease for a fourth AI Factory campus , plus a 400 MW deployment tied to CoreWeave. $CIFR — Fresh $810M raise funding its Stingray HPC buildout in Texas, riding a new Bernstein $32 price target. $WYFI — Momentum name with real fuel. Secured a $100M senior secured delayed-draw term loan to fund phase one of its AI-driven HPC data center in Madison, North Carolina . Also signed a five-year, $160M+ AI compute deal in the Paris region using NVIDIA GPUs . Stock has run from $24.55 to over $40 intraday in barely a week . $DGXX — Smaller-cap energy-to-AI pivot. Vertically integrated AI/energy infrastructure company deploying modular tier-3 data centers via its ARMS platform plus GPU compute through its NeoCloud portal . Guided FY27 revenue of $250M–$300M after securing a transformational AI data center deal . $HIVE — Crypto-to-AI hybrid. Full-year revenue up 158% to $297.8M, with contracted HPC ARR at $35M . Planning a 320 MW AI “gigafactory” near Toronto that could host 100,000+ GPUs . Just closed a $220M sovereign AI GPU contract with Bell AI Fabric for Cohere . $KEEL — Formerly Bitfarms, now a pure infrastructure-layer bet. Closed $458M of convertible senior notes to fund site development at Panther Creek, Sharon, and Moses Lake . CEO targeting three signed leases by year-end — the next major re-rating catalyst. Macro tailwind: The “Big Four” hyperscalers are projected to spend $630–700B collectively in 2026, a 60%+ surge versus 2025 . The power-and-compute layer remains a high-conviction long-term theme — the question is execution, not demand. Not financial advice.

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@investmentguru_Jun 19, 2026 · 12:30 AM

$WYFI was at $24 The Under-the-Radar AI Infrastructure Neocloud

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@investmentguru_Jun 19, 2026 · 12:28 AM

Neocloud strongest sector in the market. $NBIS $IREN $CIFR $CRWV $WYFI

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@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…

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@wliangJun 18, 2026 · 7:18 PM

@StockAnalystPro Higher risk with exposure to more volatility assets (crypto). Depends on what approach you’re going for… $WYFI is pure play AI.

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@wliangJun 18, 2026 · 6:30 PM

$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 money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH) > Both benefit from hyperscalers unable to build fast enough $NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity. $WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry. Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation. $WYFI is positioned near where $NBIS was before it absolutely took off... $NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.

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@wliangJun 18, 2026 · 4:20 PM

@sunxliao $WYFI really reminds me of $NBIS early on… 👽

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@photonbullJun 18, 2026 · 4:09 PM

$WYFI seems like a nice pick that didn't run as much yet Still researching this one so no position (yet)

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@wliangJun 18, 2026 · 3:49 PM

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/VxYSrDtYhs

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@wliangJun 18, 2026 · 1:42 PM

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 contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships) $CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease $CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout $CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion $IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership $NBIS - Vertically integrated AI cloud platform with $44B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion $WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris) Or $WGMI ETF is an option for broad exposure. Most sit at different layers of the same structural AI infrastructure thesis.

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@investmentguru_Jun 18, 2026 · 10:58 AM

$WYFI another NeoCloud play I like

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@wliangJun 18, 2026 · 12:02 AM

@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.

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@wliangJun 17, 2026 · 4:52 PM

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 ago, starts in July) Over $1B in contracted revenue from just two customers, while its MC is sitting at ~$1.3B. And... > $200M convertible notes + zero-strike call to offset dilution > Project-level debt secured against each data center build > No active ATM Last week's Nasdaq-100 inclusion of $NBIS and $CRWV was direct validation of Neocloud as a structural AI demand play. $ORCL's ~$640B backlog shows how massive that demand is. Even the hyperscalers can't build fast enough... and Neocloud players are positioned to capture the overflow. $WYFI is the smaller-cap version of that same thesis, set up to catch meaningful share of the overflow at 1/50th the size of $CRWV.

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@wliangJun 17, 2026 · 2:35 PM

@TrendGPS $WYFI is better for pure play AI infrastructure, and less volatile asset (crypto) exposure like $BTBT. Depends on what your approach is...

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@wliangJun 17, 2026 · 2:31 PM

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) Nasdaq-100 inclusion of $NBIS and $CRWV heavily validates the entire thesis we've been on... And it takes effect next Monday, which gives us today and tomorrow to plant our seeds in Neocloud before it takes off. (with a second catalyst coming in July as the 5-year revenue stream begins from their recent contract) Burning cash for buildouts. Same playbook $CRWV used before becoming a ~$60B company... Leopold's $20B (Situational Awareness LP) fund recently opened a $WYFI position as well. His entire fund is built around the AGI thesis with concentrated bets in AI infrastructure. There's a reason he pivoted from other Neocloud names to $NBIS / $WYFI. When the most aggressive AI fund starts a position here, it's worth jumping onto IMO. Especially if he aims for 10-20x returns on his picks... Will be looking to add to my $WYFI position to ride this Neocloud momentum. This is a higher-beta swing in a theme I have high-conviction in. As usual, I will add/sell as I see fit. Not financial advice, do your own research.

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@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

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@aleabitoredditJun 11, 2026 · 5:54 PM

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 DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.

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@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.

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@midascabalJun 2, 2026 · 6:40 AM

$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.

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