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WYWYFI

WhiteFiber, Inc. Ordinary Shares

$WYFI·$1.2B·Information Technology Services·Technology
$25.71-0.3%YTD+66.9%1Y+59.1%
Mentions · last 7 days
2026-07-10: 196 posts2026-07-11: 86 posts2026-07-12: 153 posts2026-07-13: 243 posts2026-07-14: 191 posts2026-07-15: 216 posts2026-07-16: 132 posts1,229+20%
Price updated 5m ago·X counts updated 17h ago
WYWYFI
$WYFIWhiteFiber, Inc. Ordinary Shares
$25.71-0.35%1.2k posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WYFI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Bit Digital-spinoff AI data-center play up 80% in a year — tiny float, real contracts, high volatility.

WhiteFiber is a Bit Digital-owned AI compute and data-center infrastructure operator — the pure-play way to own the compute-scarcity thesis without directly owning a Bitcoin miner. The stock is up 80% over the past year and just published cross-data-center bandwidth research that materially expands the design space for geo-distributed AI training.

  • Revenue grew 31% YoY last quarter — the top line is real and scaling with hyperscale contracts, but off a small base that keeps the multiple expensive on a trailing-twelve-month look.
  • The $865M ten-year colocation deal with Nscale for 40MW at NC-1 plus a $160M+ AI compute contract represents visible, dated revenue coverage — this isn't speculation, these are signed customer commitments.
  • The 111.2 Tbps bandwidth over 83km of dark fiber with 0.9ms round-trip latency achievement is a real technical milestone — it enables geographically-distributed AI training, which is what the biggest cloud customers are actively trying to solve for.
  • Tiny 9.5M share float with beta 6.1 — the volatility profile is extreme; a single dark-pool print or fresh contract announcement can move this 15% in a session, so position sizing matters here more than usual.
  • Reported $3M insider buy by 'Wayne' (per the corpus) and no visible open-market selling — the alignment signal is clean, but the small size means it's not yet institutional-scale.

August 13 earnings is the reset: revenue growth held above 30% plus updated FY26 contracted-capacity guide is what turns cooling into a base; anything less than clean execution on the $865M Nscale deal is where the tape gives back the recent run. Real AI-infrastructure exposure, tiny float, high volatility — the story is compelling but the price is where the risk lives.

Agrees with X sentimentThe bullish X take on the Nscale colocation deal, the bandwidth milestone, and the AI-power-bottleneck thesis is analytically fair — WhiteFiber has real, dated contracts, not just narrative. Where I'd temper: $50-52-60 chart targets on a tiny-float 6.1-beta name are inherently speculative; the OPEX-week gamma-max cap at $40 mention is a real technical constraint worth naming.

What to watch: Aug 13 Q2 earnings — need revenue growth above 30% and updated FY26 contracted-capacity guide. Softer contract commentary is where the tape gives back the recent run.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment53 posts analyzed · as of 2026-07-15

WhiteFiber chatter is heavy on tech-milestone and contract-catalyst posts. WYFI published R&D results for its cross-data-center architecture achieving 111.2 Tbps bandwidth over 83km of dark fiber with 0.9ms guaranteed round-trip latency, materially expanding the design space for geographically-distributed AI clusters. Bulls point to an $865M ten-year colocation deal with Nscale for 40MW at NC-1, an additional $160M+ AI compute contract, $100M of fresh financing, plus a possible Paris deal. Insider Wayne bought $3M+ of WYFI. Chart bulls flag a bull-flag break at $40.62 opening $50-52-60 targets while noting the gamma-max cap at $40 for OPEX week. Underlying holder count includes BTBT with 27M shares (~$993M stake).

Read the AI verdict + X sentiment for $WYFI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds AI-focused data center infrastructure with integrated power solutions serving hyperscaler and cloud computing tenants.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $WYFI.

Information Technology Services · Technology

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $WYFI

Neutral — Builds AI-focused data center infrastructure with integrated power solutions serving hyperscaler and cloud computing tenants; this business's revenue is largely decoupled from the DoD AI production contract conversions driving multi-year IT backlog.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-23.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-47.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
61.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.31$-0.24-29.2%
Q4 2025Mar 26, 2026$-0.67$-0.14-378.6%
Q3 2025Nov 13, 2025$-0.47$-0.12-291.7%
Q2 2025Sep 17, 2025$-0.23$-0.08-191.9%
Next earningsThu, Aug 13·consensus EPS $-0.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$21.9M+30.7%60.2%-50.3%$-0.00$-1.3M
Q4 FY25$23.6M+57.9%60.8%-22.1%$0.00$178.3M
Q3 FY25$20.2M+68.7%65.4%-71.9%$-0.00$-32.5M
Q2 FY25$18.7M+48.2%61.4%-49.1%$-0.23$-84.7M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$128.6M$123.6M – $133.6M-$0.81-$1.00 – -$0.616
FY27$266.4M$234.3M – $290.1M$0.29$0.25 – $0.335
FY28$410.9M$361.4M – $447.4M$0.74$0.65 – $0.842
FY29$248.4M$218.4M – $270.4M$1.12$0.94 – $1.251

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today39.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β6.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 11 other (5 exempts · 3 inkinds · 3 awards) in window

See when $WYFI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

WhiteFiber, Inc. filed an 8-K on June 10, 2026, under Item 7.01 (Regulation FD), furnishing an investor presentation (Exhibit 99.1) used in presentations to investors as of June 2026. No specific financial metrics or deal terms appear in the filing body — the content of the presentation is in the attached exhibit. The information is furnished, not filed, and is not subject to Section 18 liability. This is a routine investor relations disclosure by an emerging growth company listed on Nasdaq; materiality depends on the presentation content.

8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

WhiteFiber Inc.'s wholly-owned subsidiary Enovum NC-1 Venture, LLC entered into a Delayed Draw Term Loan Facility on May 20, 2026, borrowing up to $100 million (expandable to $150 million) from Bit Digital Capital, Inc. (a Bit Digital subsidiary) at 9.5% per annum for the first phase buildout of an HPC data center in Madison, North Carolina (NC-1). The nine-month facility may be extended three months upon notice. This is the mirror/counterpart filing to Bit Digital's BTBT 8-K; for WhiteFiber, the debt financing bridges the NC-1 data center construction to permanent financing and represents a critical capital milestone for the AI infrastructure company.

8-KPress release / Reg FDMay 218-K — Item 7.01: Press release / Reg FD
AI summary

WhiteFiber, Inc. (WYFI) filed an 8-K on May 21, 2026 under Item 7.01 (Regulation FD Disclosure). WhiteFiber is a New York-based Cayman Islands company listed on Nasdaq. Reg FD disclosures typically furnish investor presentations or conference materials; as a recently listed company, such disclosures may contain material business updates.

8-KMaterial agreementJan 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
8-KPress release / Reg FDJan 268-K — Item 7.01: Press release / Reg FD
+ 3 other (1 10-Q · 1 10-K · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WhiteFiber: Contracted Capacity Supports A Speculative Buyseekingalpha.com·2d agoWhiteFiber Announces Cross-Data-Center AI Infrastructure Innovation Delivering 111.2 Tbps Bandwidth with Sub-Millisecond Latency Across 83kmprnewswire.com·8d agoWhiteFiber: A Small-Cap Way To Own The AI Power Bottleneckseekingalpha.com·13d agoBit Digital Announces 2026 Annual General Meeting of Shareholdersprnewswire.com·30d agoWhiteFiber: AI Capacity Scarcity Supports Further Upsideseekingalpha.com·34d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Neocloud & GPU Cloud

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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