Kharaf

I got a starter $WYFI position and happy to add if there's any FOMC turbulence. 👍 Had a big correction recently (with rest of neocloud theme) and looks ready IMO. Leopold Aschenbrenner’s Situational Awareness LP took a new position in WhiteFiber in their Q1 2026 13F. About 991,000 shares, $20.9M position. The fund manages $5.5B and Leopold turned $225M into roughly that figure in 12 months by being early to the AI infrastructure trade. So when Leopold adds a position, it's worth understanding why IMO... His framework is built around AGI by 2027 and the compute, power, and memory bottlenecks that the buildout creates. $WYFI fits squarely inside that thesis as a pure play AI compute infrastructure operator. They operate AI compute infrastructure across two segments. Cloud services and colocation. They design, develop, and run data centers and provide GPU-based HPC services to enterprise and AI customers. They also have a $100M delayed draw term loan facility from $BTBT available. 5 year agreement with an investment-grade tech customer for AI compute in the Paris region using advanced NVIDIA GPU systems. Total contract value exceeding $160M over five years. $865M 10 year colocation deal with Nscale at the NC-1 campus signed earlier this year. Q1 2026 revenue at $21.9M, up 31% YoY. The colocation services division was the standout, up 190% YoY from $1.6M to $4.7M. Anthropic just signed more than a dozen letters of intent for direct US data center leases totaling over 1 gigawatt of capacity, with $GOOGL backing the financial obligations. This is on top of their existing $200B Google TPU deal, $50B Fluidstack partnership, and the $35B Apollo-Blackstone private credit financing for their data center buildout. Anthropic raised $65B at a $965B post-money valuation in late May. Annualized revenue run rate is past $47B. They confidentially filed an S-1 for their IPO on June 1. The largest AI lab on Earth just told the market they need over 1 gigawatt of additional data center capacity, on top of the 10+ gigawatts they have already contracted from hyperscalers. They're no longer just renting from AWS and Google Cloud. They're leasing facilities directly. They're signing colocation agreements with smaller specialized operators. They're doing this because the hyperscaler capacity cannot keep pace with what AGI-scale workloads require. Every other major AI lab is doing the same calculation. OpenAI has its Stargate buildout. $META has its 5GW Hyperion campus. xAI has Colossus 2 in Memphis. $GOOGL has its TPU manufacturing scale. The capacity demand is multiplying across every frontier AI player simultaneously. That demand has to go somewhere. The hyperscalers cannot serve all of it. That is the structural opportunity for neocloud operators like $WYFI to capture incremental capacity that hyperscalers cannot deliver fast enough. Disclosure… we have WYFI positions. We will buy/hold/sell/trade, as we see fit. Not financial advice; do your own research. Real revenue growth. Real institutional sponsorship. Real customer contracts. Real macro tailwind from Anthropic and the broader AI capex cycle just getting started. Attached 1.618 and 2.618 fib levels. Would love to see a clear break of resistance levels (more charts incoming).