Joined May 2025
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We have been warning $WYFI
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Oh? $WYFI
This made me do a little analysis on 20% moves for $WYFI
9/10/25: 28% followed by a 66% move over 23 days
2/6/26: 28% followed by a -42% move over 34 days.
Here's where it gets weird:
$WYFI has had more 20% moves in the last 30 days than it has in it's company's history. It also had TWO 30% drawdowns over the same time period.
VOLATILITY is increasing, to the down and upside. Seems like market is having trouble pricing this business. It can crash, it can rip.
Also, didnt break below its 50ema during the recent sell off, bounced off cleanly.
I like the business. I like their upcoming catalysts. I like the industry backdrop. But man is this stock a roller coaster.
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Jun 15
8-course meal being prepped by chef Tabar and twin Billys. Shorts to be smoked in due time. Can’t rush perfection. You have been warned. $WYFI @SamirTabar @WhiteFiber_
Jun 15
Today’s move on $WYFI is only the appetizer. Get ready
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Jun 15
Ppl have really stayed away from this stock on the premise that $BTBT would dump indiscriminately. Tells us a lot more about the quality of their thoughts than reality b/c $BTBT cannot benefit from indiscriminately dumping $WYFI
$WYFI @WhiteFiber_
How is this even possible, you ask? A $1B company with only 38 million shares outstanding, and the parent company owns 71% of them. Diluting the stock would only hurt them. Since this sector is going to grow for years, selling their shares would also be a loss. The shareholders, the parent company, and the CEO—who holds a ton of shares—are all in the same boat.
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Mario Cool retweeted
Jun 11
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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Jun 10
Can’t imagine hyperscalers not being interested in the potentially remaining 250mw $WYFI
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Mario Cool retweeted
New $wyfi footprint and pipeline on SEC
app.quotemedia.com/data/down…
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Jun 8
$WYFI may be one of the handful of remaining asymmetric neo-cloud or colocation plays left. Many won’t get it until it is too late.
Jun 8
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Mario Cool retweeted
Jun 7
Vale mucha guita la infraestructura que están metiendo en $WYFi
No quedan neoclouds < $1B MC. Va a subir bastante este producto.
Las instituciones están fuera y no la tienen en su radar. Van a terminar pagando arriba.
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Jun 6
There may be a question re economics and returns but the mkt will always figure that out. If you have really used AI you know you likely intend to use it daily and that cat is out of that bag. Demand is real and inference is a huge opportunity. $WYFI is a huge opportunity.
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Jun 6
Critics say that it is too costly. Okay but ppl WANT to use it and DO. Folks will figure out how to provide the service profitably. No doubt about that.
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Jun 6
Lo and behold: Google working on cost through investment and innovation.
io-fund.com/ai-stocks/google…
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Jun 6
Appreciate Ray but he’s got to refrain from burry behavior. It will be a bubble when the nonbelievers begin to believe and buy
Ray Dalio correctly predicting 3 out of the last 37 crashes:
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Jun 3
$WYFI client preparing for demand
Edge AI is heading toward $118B by 2033.
Cloud and AI infra crosses $2T by 2030 and will overtake telecom entirely by 2027.
There are two curves. One compounding. One plateauing.
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Mario Cool retweeted
Jun 2
You’ve heard of $NVDA, $DELL, $HPE, $SMCI and $CBRS - exploding share prices, massive AI hype, astronomical valuations, and the huge IPO buzz!
But, you’ve probably NOT heard of Quanta Cloud Technologies, Vast Data, WEKA Storage Solutions, DriveNets, or Shadeform...
What do they all have in common?
The household names are strategic partners of @WhiteFiber_ ($WYFI), the fast-moving, execution-focused AI infrastructure company, that's builds optimised high-performance DCs and provides tailored GPU cloud services.
Together with some of the big names above, the lesser known ones are WYFI’s “Partners in Innovation.” 🤝
WYFI doesn’t just rent racks. They engineer Tier 3 AI-ready facilities with liquid cooling, ultra-high density (150kW per rack), and full-stack optimization, so that AI models run both faster and more efficiently.
Why this combination makes WYFI stand out vs. competing Neoclouds/AI infrastructure players?
WYFI has essentially created a stacked ecosystem that boasts higher GPU utilization, lower costs, better performance, and stickier long-term contracts compared to peers.
Proof that it’s working:
✅Cerebras chose WYFI for their first Canadian DC to deploy their wafer-scale AI chips
✅Nscale signed a massive $865M, 10-year 40MW colocation deal at WYFI’s flagship NC-1 campus, which has expansion potential of ~300MW
✅Huge $160M 5-year AI compute contract with an investment-grade customer in Europe
✅Q1 '26 revenue growth of 31% yoy, strong pipeline of >50K GPUs (~$3.3B weighted opportunities), and heading into more announcements soon
While others chase power and headlines, WYFI is delivering. Retrofitting fast, signing deals, and building a premium, multi-vendor optimized platform in the heart of the AI boom.
In the AI gold rush, own the picks, shovels, and the fully-tuned data centre engine.
Bullish on $WYFI! DYOR, but imo we are very early 🔥
TLDR
$WYFI, the fast-moving, execution-focused AI infrastructure company, delivers faster through its retrofit model, while others are busy chasing power and headlines.
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Mario Cool retweeted
Jun 1
$WYFI The interview with CEO @SamirTabar by @McnallieM has been postponed today until tomorrow.
If you were looking forward to it, here’s a recap of the 2026 year-to-date achievements and upcoming catalysts as a reminder to keep stacking 👇🏼
$WYFI $BTBT 🔥🔥🔥
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