Raynaldo figurara

@noel_moore Feels like this is less about disbelief and more about structure. ~3M real float, wide spreads, no size liquidity. Big money can’t get in cleanly. But if a deal lands? This trades like a biotech, could be a 300–500% day with 2M short into that order book.

@RFinvest54 That would be nice

$WYFI If NScale were to take the full 99 MW at WhiteFiber’s NC-1 site under similar terms as the initial 40 MW deal, it would materially change WYFI’s earnings power. The 40 MW contract implies roughly $86M in annual revenue, so scaling to 99 MW would bring that closer to ~$210M annually, or about $140M in EBITDA assuming strong margins. Adding that to current 2028 estimates ($240M EBITDA) gets WYFI to roughly ~$380M in EBITDA. If the company were then valued in line with peers at ~9–10x EV/EBITDA, that implies a ~$3.5B+ valuation, or roughly ~$90–$100 per share— only speaking of this site.

$WYFI If Nscale ends up taking the full ~99 MW, you’re looking at roughly $2–$2.6 billion locked in over 10 years, or about $200M–$265M per year once it’s fully running. Meanwhile, WYFI is only valued around $500–$600M right now, which means the market is basically pricing the company at just 2–3x that annual revenue from this one site alone.

@stocktalkweekly getting in $WYFI 👀

$WYFI $BTBT $CAR White fiber has approximately 38M shares. Bit digital owns 27M shares. 11M left. Institutions on fintel showing 8M ish shares owned. 3M left. And it’s 20 percent short about 7M short. If buying pressure comes in…. With a catalyst on the table… If $WYFI gets an extension of even the NC-1 site for 49more MW or there is actually closer to 200Mw as what they’ve been saying and they get a 150Mw deal. Can someone explain why this isn’t primed for a $CAR type move but more explosive and backed by fundamentals and relatively cheaper than any of the current data center plays

$WYFI $BTBT The headline of moving away from their bitcoin mining business was already known… but is that Sam saying the site that it was used at will be retrofitted for another customer here soon? Lol

$BTBT $BMNR After BMNR invested into Mr. Beast it would make sense for Tom to attempt to acquire BTBT, they would get their eth but more importantly would get 71 percent of $WYFI so BMNR could continue growing their eth without diluting as much in the future. They would use WYFI’s revenue to purchase eth. This would also help Sam consolidate and focus on white fiber while Tom and team do the eth treasury side. The valuation would have to be upwards of 2-3B to acquire BTBT but to me it makes sense.

You always know you’re close when these kind folks start reappearing. Pray for them they won’t make it

$WYFI Order book is so thin, calls starting to come in to hedge. Get your popcorn ready.

@noel_moore No, I’m driving to dinner.

@RFinvest54 Are you in the inside?

$WYFI- Timeline WYFI with Nscale Nscale raises 2B at 22B Valuation Cerebras 3 year 10B with chat Gpt WYFI 200M converts mind you white fiber is a 750M ish company Do you not see what’s happening? Enovum, Billy, sam and the entire white fiber team are getting discovered.

$WYFI- How do the arbs short WYFI if there is very few shares available to hedge the converts?

$WYFI $BTBT Short interest in WYFI is interesting many went short assuming there would be a dump after IPO lock up. If Sam doesn’t dump and the 8-10 percent fee the shorts are paying continues to add up. Throw in another potential deal for white fiber and you have rocket fuel. It would make sense for shorts to go long BTBT as a hedge. If WYFI can run they can then offer converts at a much higher price that will offset a lot of potential dilution.

$WYFI $BTBT While it’s not the smartest trade, the folks who are short WYFI could potentially hedge going long BTBT. BTBT price action today is interesting in comparison to the market and the situation at hand. It’s not a great hedge but it’s not bad either since a lot of the shares for WYFI are locked up.

@Lazarus_Capital I am AI-you like that

@RFinvest54 Are all your posts AI?

$WYFI $BTBT Apple’s AI strategy is pushing its infrastructure needs beyond traditional, long cycle data center builds. AI inference and training workloads are GPU-dense, power-intensive, and scale in unpredictable bursts, which makes committing billions upfront to owned capacity less efficient. WYFI’s AI-first, modular data center approach offers Apple a way to add meaningful compute capacity quickly without locking capital into long-dated construction projects. This gives Apple flexibility to scale infrastructure in parallel with real world adoption of Apple Intelligence rather than guessing demand years in advance. WYFI’s infrastructure is purpose built for exactly the type of workloads Apple is now expanding. High-density power delivery, advanced cooling, and the ability to support single-tenant or dedicated environments allow Apple to maintain control, security, and performance without owning the physical shell. This is not cloud abstraction in the AWS sense; it’s infrastructure leasing that still allows Apple to deploy its own silicon, networking, and security stack while avoiding the friction of permitting, construction, and grid coordination. North Carolina strengthens the logic. The region offers scalable and reliable power, materially lower land and operating costs than Northern Virginia or the West Coast, and faster permitting timelines for large AI campuses. Apple has already validated North Carolina as a strategic geography by building and expanding there, and WYFI’s presence simply adds AI-native capacity in a location that already meets Apple’s latency, reliability, and regulatory requirements. For always-on AI inference workloads, these cost and power dynamics matter significantly at scale. Taken together, using WYFI would not represent a philosophical shift for Apple but a tactical optimization. It allows Apple to preserve control over its core technology while treating AI data center capacity as flexible infrastructure rather than a fixed asset. In a world where AI demand curves are still evolving, WYFI’s approach and North Carolina’s strategic advantages offer Apple speed, optionality, and capital efficiency, all without compromising its long-standing principles around privacy and control.

@noel_moore Nope, North Carolina is a great location though.

@RFinvest54 You know something?

@plucnorm Cheers brother 🙏

@RFinvest54 Good post 😎👊

01-13-2026 $BTBT $WYFI Long Thesis The Market Is Underestimating Execution Risk A recent industry study found that over $46 billion in data center projects have been delayed, and another $18 billion have been completely blocked, not due to lack of demand, but because of local resistance, permitting delays, power constraints, and regulatory friction. This is not cyclical noise. It is a structural constraint. AI, HPC, and cloud demand are accelerating faster than: •Utility interconnection approvals •Zoning and permitting processes •Community tolerance for hyperscale developments As a result, capacity that actually comes online has become far more valuablept than capacity that exists only on paper.