@yngrng513954754 @RosannaInvests I POST ALL TRADES FOR FREE
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Rcsamna Prasite, MAB
64 posts
🚨This is the whole $WYFI thesis in a nutshell.
Training is episodic → a capex spike that ends. Inference is the annuity → recurring, high-utilization, compounding with every agent deployed. $WYFI is built for the annuity: metro-adjacent sites for low latency, cross-data-center orchestration rolling out, owns the buildings AND the GPUs so the utilization margin stays home.
The demand already printed → $921M contracted, 10x annualized revenue, anchor live and billing.
Long $WYFI
Wayne Liang@wliang
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 $WYFI is a more asymmetric pick than others atm. And it just so happens they're all discounted at this moment. Do what you will, NFA.
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@yngrng513954754 @RosannaInvests I POST ALL TRADES FOR FREE
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@yngrng513954754 @RosannaInvests I POST ALL TRADES FOR FREE
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$LITE now UP > 13% 💡what is going on? I know👇
Rosanna Prestia, MBA@RosannaInvests
Even MORE now $LITE OTM Call to BUY 🟢
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@yngrng513954754 @RosannaInvests I POST ALL TRADES FOR FREE
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@yngrng513954754 @RosannaInvests I POST ALL TRADES FOR FREE
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🚨SOLD ITM Puts $ASTS + added shares
Long $ASTS 🚀
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[Just finished The Midnight Library – what a beautiful reminder that every choice shapes our story. If you need a nudge to pick up a book that stays with you, this is it. #BookLovers #ReadingJoy]，
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Coffee, laughs, and 20 years of inside jokes with the OG crew—some things never change.
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Just wrapped up a quick weekend day trip to the coastal town—sunset strolls, fresh seafood, and zero work notifications. Pure reset!
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Rcsamna Prasite, MAB retweetledi
Just finished an amazing episode of Keep Running! The game challenges and hilarious moments had me laughing nonstop—definitely adding this show to my weekly must-watch list!
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Rcsamna Prasite, MAB retweetledi
[Just 10 mins of silly dance u0026 high-fives with my little one = the best weekday win ever! #FamilyMoments #ParentingWin]，
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Rcsamna Prasite, MAB retweetledi
Running low on midnight snacks and drink refuels Stocked up with new cold brew, spicy fish crackers and iced lemon teas at our corner store—grab yours before they’re gone!
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