Rich

@Kinnjisto I actually love $wyfi and published my first deep dive over the weekend! Then saw a bunch of other people pumping it. Bad timing for me lol

There are rumors that 3–4 major users teamed up to try to pump $wyfi; this reeks of a potential lawsuit.

@athuinvests Amen to that! Rough month to watch companies win but stock price tank. Investing with a long-term horizon helps, but still hard to stomach 25% drawdowns

When the stock market movement can get a bit frustrating & exhausting, remind yourself to take a break by going out in the nature, embrace the beauty of life around you or watch the next film in the cinemas that excites you. Spend time with your family! These things don't stay forever. Neither does the "bad" market movement. Remember what is actually the most important. Listen more to your heart, not your mind only. Just some advice from your brother. 🩷 It will be fine $MU $SIVE $NBIS $INTC $BE

Earnings season is about to pick up for Q2! Here's a quick schedule of ERs coming up. Bookmark this to come back to! Most of the real movement in the sector will hinge on Hyperscaler capex guidance: $GOOG (7/22), $MSFT (7/29), $META (7/29), $AAPL (7/30), $AMZN (7/30), $NVDA (8/19) $TSM (7/16) $LPKFF (7/23) $NVTS (7/27) $KLAC (7/28) $GLW (7/28) $BE (7/28) $SKHY (7/29) $VRT (7/29) $LRCX (7/29) $AMD (8/4) $TSEM (8/4) $PWR (8/5) $CRWV (8/5) $AAOI (8/5) $WULF (8/7) $TE (8/7) $AMAT (8/13) $WYFI (8/13) $SNDK (8/14) $LITE (8/14) $SHAZ (8/14) $MRVL (8/27) $BRUN (8/31) $CRDO (9/1) Companies that are down 30-50% on macro related stuff, but still crushing their execution could be great buys to ride into earnings.

Day 1 of posting my NW until I hit $1,000,000 Portfolio: $WYFI, $BE, $NBIS, $SNDK, $BRUN, $KXIAY Fully believe I'll cross $1m within a year investing in the AI buildout. Portfolio approach: Higher concentrations in companies I believe can 2x in one year and 5x by 2030. Had an issue with my portfolio tracker so starting this over! Back to day 1. Trimmed my $MU today to pick up some more $WYFI on the 12% drop.

@rishflips @X Just followed! All about investing in the AI buildout (power, infra, physical Ai, memory, etc). Sharing my journey to my first mil.

Right time to Unfollow inactive peoples as new algorithm working better for mutuals My feed needs actual builders who stick around build and share If you’re building and posting on @X consistently Good reason to follow you in the comments

@VP_code_n_lift Super encouraging! Getting closer to breaking my first 50 and it’s definitely a grind. “Building in public” my journey to my first million in net worth. Would love to connect

This is the easiest 100 followers I've gotten. Reaching 1-50 was the most difficult Then from 51-100 was a little easier From 101-400 was moderate From 401-500, I was a little excited to see, when I would cross that number. After 500, I relaxed a bit and didn't do much. Still in the morning today, I saw it's 600+ That's the power of consistency. Whoever starts the journey on X, just be consistent and it will benefit you in the long run.🙌 I'm a solo founder with a 9-5 job. I like to connect with people building something cool. If you're one of them, comment down your project and be my connection 😊🤝

@InvestingVisual $BE going to be winning when every company starts needing to bring their own power. Nscale just approached them after their $2.7B project got delayed in Britain.

Trump “build, bring, or buy all of the energy needed for building and operating data centers” The energy market map: • Fuel cell: $BE, $FCEL • Storage: $FLNC, $TSLA, $ETN, $AES • Turbine: $GEV, $ENR, $CAT, $CMI, $CGEH • Utilities: $CEG, $VST, $NEE, $BEP Bullish energy.

@Stealthct_Storm Just followed along! Started up on here about 2 weeks ago. Slow progress, but starting to get some wins! What’s helped you grow??

Woohooo! Just made a comeback on my X Impressions 🎉 You guys are awesome and hoping we can continue growing together. Love you guys 💙

@CapitalChr92373 Also helping new people find you! Just followed!

The new algorithm is definitely allowing you to see more posts from the people you’re connected with Hello old friends 👋🏽

@MarkosAAIG @zephyr_z9 @citrini This is super helpful! Makes sense that as the tech gets more innovative + specialized and harder to produce that margins would go up. I rode Micron back in the day (2013) when it was truly cyclical! Fun times

In the basics, this is of course a time-will-tell argument... it's very hard to look five years into the future. But I have my personal arguments why I think a much higher gross margin than the level they had before is totally possible. Because in my opinion people are pattern-matching HBM to old commodity DRAM, and that's a huge miss. HBM isn't just sold off a spot price anymore, it's really co-designed. HBM4 carries a lot of customer-specific base dies, and it's being designed into the accelerator roadmap for years ahead. So that brings product specialization, which almost equals higher margins if you take it really simple. The more expertise you need, the more expensive it costs. The more different variants and packages you want, the more that expertise is worth. That's just plain simple. And then on the other side you have the EPIC Center, where SK Hynix and Micron signed on as founding partners in Applied Materials' facility to co-develop cutting-edge materials, process and packaging for next-gen memory, with a lot of engineers working side by side. And in my opinion, you don't co-develop your process tech in a joint lab like that for something that's becoming a commodity. That's the integration depth. Every generation the memory maker gets deeper into the customer's design process and the equipment maker's process, into hybrid bonding, taller stacks, the thermal challenges. Everything gets harder to build, not easier to commoditize in my opinion. These 3 thesis foundations I use and the timeline beyond 2030 is just far away man. Would be guess work. Gun to my head i would say it will work trough the half of next decade also like this and beyond because it is literally a postion change for the big 3 not only a supply story.

Good post by @zephyr_z9… honestly one of the best public fab-level DRAM builds out there. We never compared notes. @citrini team has fab access we simply don’t have. We built ours from the other end… serving demand and the contract book, bottom-up. Two independent methods. And still, both models land on the same structure: The shortage does not clear by 2030. His general DRAM deficit: ~25%. Our gap path: 27-29% through the decade. Same mechanism also. HBM eats wafers at a 2.7x to 4x+ trade ratio and starves general DRAM. Nearly half of his 91 EB general DRAM supply is Chinese-owned capacity… while Chinese HBM demand sits outside his model by his own note. Count China symmetrically, in or out on both sides, and his 25% deficit is the floor. Ex-China it runs closer to 60%. The squeeze is worse than the headline most will interpret. One honest difference: his 2030 HBM numbers (37.5 EB at $5-6/Gb) sit ABOVE our locked path. We carry a lower central and a lower price line. So if @zephyr_z9 is right, our upside is too conservative, and it already is high... I can live with that asymmetry. Best part is in my eyes: Two models, zero coordination, and we come to one conclusion: memory is the structural bottleneck of the stack through 2030. $MU $000660.KS solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 $SNDK

@CoffeeStocksGuy I’m expecting another deal with Nscale by end of year! Q2 earnings will be mid but Q3 will light it up

$WYFI has so much backlog that customers are ordering for 2027.

@athuinvests If I had any cash, I’d be doubling up right here. Unreal discount. Easy 2x from here

$KXIAY - Don't think we'll keep getting Kioxia at $40.

@chinoalemano You still bullish on $wyfi?

Always funny seeing comments asking if $AMPG is too far gone to join in, up 40% in a month, etc. Reminds me of when I called $WYFI at ~$20. Got the same reaction. "Already ran." "Missed it." “Should’ve gotten in at $15.” Then $WYFI proceeded to 2x 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.

Nscale's $2.7 billion dollar datacenter build out in Britian is bullish for two of my portco's: $BE and $WYFI $BE Nscale publicly acknowledged they've reached out to Bloom Energy about getting behind the meter fuel cells instead of waiting on access to the grid in Britain. As grids across the world are increasingly constrained, $BE will continue to be a top option for BTM power sources. $WYFI has successfully delivered on the NC-1 campus and even has additional power already secured by Duke Energy. Nscale has priority notifications rights for further capacity at NC-1. Won't surprise me at all to see Nscale double down with WhiteFiber

@CoffeeStocksGuy Fantastic article. $WYFI's ability to finance projects and capex without dilution is a huge benefit in today's market. Nscale just raised another $900 million. Wouldn't surprise me if they double down with WYFI on the NC-1 facility

@RonenHayempour good deal!

@BeyondTheGPU Followed you back 😁 I’ll be able to check your dm later tonight. I’ll respond soon 👍

I’m so bored. Anyone have any questions or things to say? 🙏🙏🙏 Stocks I’m knowledgeable on: $NBIS $AMKR $PGY $SYM $XE $FPS $EROC Would also love to connect! Say hi 👋

@CoffeeStocksGuy Excited to check it out! Published my own deep dive on $WYFI today: x.com/BeyondTheGPU/s… I'd love feedback if you have any! would be fun to chop it up on wyfi

$WYFI looking really exciting. Here’s some of my notes for my article tomorrow: The Dual-Segment Business Model Cloud Services: Bare-metal, high-performance GPU compute-as-a-service. WhiteFiber leases its physical fleet of advanced chips (NVIDIA H200, B200, GB200) directly to AI developers, maintaining a robust consolidated gross margin of 60.2%. Colocation Services: Long-term modified-gross or triple-net leases (up to 10-year horizons) for physical Tier-3 data centers. Power costs, electricity, and pro-rata property taxes are passed through directly to the tenant, shielding WhiteFiber from utility price volatility. The FY2026 Financial Inflection and Bull Case Top-Line Momentum: In Q1 2026, total revenues jumped 30.8% year-over-year to 21.92 million USD. Massive Backlog: Remaining Performance Obligations (RPO) stand at a highly visible 921 million USD in the colocation segment, converting to high-margin revenue as space is delivered. NC-1 Flagship Catalyst: Secured a 10-year, 40 MW IT load anchor contract at its Madison, North Carolina campus with Nscale (backed by an investment-grade hyperscaler). Total contract value is valued at approximately 865 million USD, with initial billing starting in Q2 2026 and full revenue contribution by Q3 2026. Excited to release this one to you guys and an exclusive post for my Subscribers!

Grateful to @MarkosAAIG for turning me onto $WYFI in the first place and for others like @TheValueTrade @wliang @sunxliao for deepening my conviction.

Posted my first deep dive on one of my favorite companies: $WYFI My single biggest holding and have added more on almost every dip. In it for the long haul