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WYWYFI

WhiteFiber, Inc. Ordinary Shares

$WYFI·$692M·Information Technology Services·Technology
$11.76-9.6%YTD+23.2%1Y-62.6%
Price updated 7h ago·X counts updated 5d ago
WYWYFI
$WYFIWhiteFiber, Inc. Ordinary Shares
$11.76-9.61%253 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WYFI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

253X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $WYFI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-10-02

Sentiment is split — bulls recap WhiteFibers' five main moats and model a $5B market cap in 1-2 years, with the Continuum launch and "Project Redwood" paper as the thesis anchors. The sober technician flags WYFI basing after a -54% drop at the 0.786 fib support ($18.29), still well below the EMA stack, and locked under the 0.5 fib. End-of-quarter news optimism frames the near-term, but the chart is still broken.

Read what X is saying about $WYFI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WYFI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

WhiteFiber is a $757M AI-connectivity bet basing at the 0.786 fib — Nov 12 earnings is the moment.

WhiteFiber is a listed AI-connectivity and infrastructure platform — the bull pitch is five identified moats and a Project Redwood roadmap tying datacenter interconnect capacity to GPU workloads.

  • The business is still unprofitable: Q1 revenue +31% YoY at a -47% operating margin — standard pre-ramp optics where the thesis depends on moat-conversion, not current P&L.
  • 52-week range position is 21% with vol at 50% of average — consolidating at the 0.786 Fibonacci retracement from the earlier run, which is a technical setup bulls treat as accumulation rather than exhaustion.
  • The bulls' $5B market cap path (from $757M) requires both Project Redwood milestones (14/30 questions already advanced) and visible AI-customer revenue — the Nov 12 earnings is the first chance to validate the pace.

Nov 12 Q3 is the gate — any Project Redwood milestone update plus visible AI-tenant revenue extends the move off the fib accumulation. A soft print or any dilutive raise before AI-tenant revenue flows and the stock stays based longer.

Agrees with X sentimentThe thread has the right datapoints — Project Redwood 14/30 milestones, five moats, 0.786 fib accumulation zone, -54% drawdown from highs — and the soft-spot flag is honest about the chart still needing to confirm.

What to watch: Nov 12 Q3 — Project Redwood milestone update, AI-tenant revenue, operating-cash trajectory. A dilutive raise before AI-tenant revenue flows is the clear invalidator.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $WYFI

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

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 12, 2026$-0.39$-0.41+4.7%
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%
Next earningsThu, Nov 12·consensus EPS $-0.36

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$137.7M$130.4M – $145.1M-$0.99-$1.28 – -$0.686
FY27$302.2M$285.3M – $319.2M$0.36$0.14 – $0.586
FY28$441.0M$392.8M – $478.4M$1.42$1.22 – $1.571
FY29$248.4M$221.2M – $269.4M$1.12$0.96 – $1.241

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.1.3×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.3%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.-39.7%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.-45.2%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 today19.7% 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.β6.295-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

SellMay 29Ichi ShihDirector7.1K sh$213K
+ 14 other (6 awards · 5 inkinds · 3 exempts) 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 FDSep 148-K — Item 7.01: Press release / Reg FD
AI summary

WhiteFiber, Inc. (WYFI) filed an 8-K under Item 7.01 (Reg FD disclosure) on September 14, 2026, furnishing investor materials; the excerpt shows only the cover page. WhiteFiber is an emerging growth company operating in fiber connectivity infrastructure, so any investor-facing presentation represents early-stage market positioning for a recently-public entity.

SC 13D/AActivist amendmentAug 25SC 13D/A
AI summary

Sam Tabar filed Amendment No. 1 to his Schedule 13D on WhiteFiber, Inc. (WYFI) as of August 21, 2026, reporting changes to his 5%+ position in the company's ordinary shares. Tabar is identified as the reporting person at 31 Hudson Yards, New York. Activist or strategic holder updating position; intent and current stake details are in the main body not fully captured in the excerpt.

8-KMaterial agreementAug 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

WhiteFiber (WYFI) completed a $310 million upsized private offering of 5.00% Convertible Senior Notes due 2032 on August 21, 2026, including full exercise of the initial purchasers' $40M option; the notes are general senior unsecured obligations issued under an Indenture dated August 21, 2026. Items 1.01 (indenture), 2.03 (financial obligation), 3.02, and 8.01 were triggered. At $310M of 5% convertibles, this is a transformative financing for WhiteFiber with material dilution potential; proceeds likely fund the company's data center expansion strategy.

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

WhiteFiber (WYFI), through its subsidiary Enovum Data Centers Corp., entered into a Real Estate Purchase and Sale Agreement on August 16, 2026 with Unifi Manufacturing Inc. (a subsidiary of Unifi, Inc.) to purchase industrial/manufacturing building space for data center conversion. The purchase price and property size are not visible in the excerpt. Acquiring industrial facilities from a manufacturer for data center conversion is consistent with WhiteFiber's data center expansion strategy and complements its $310M convertible note raise announced in the same period.

3New insider — initial holdingsAug 43
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for WYFI (WYFI) dated 2026-08-04. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsAug 43
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for WYFI (WYFI) dated 2026-08-04. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

WHITEFIBER, INC. (WYFI) disclosed an officer or director change (Item 5.02) on 2026-08-03. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

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.

+ 5 other (2 10-Qs · 2 8-Ks · 1 earnings 8-K) in window

Recent news

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

Critical Review: Core Scientific (NASDAQ:CORZ) versus WhiteFiber (NASDAQ:WYFI)defenseworld.net·6d agoContrasting WhiteFiber (NASDAQ:WYFI) and Mogo (NASDAQ:MOGO)defenseworld.net·16d agoWYFI Stock Rallies 56% in 6 Months: Here's What You Should Knowzacks.com·17d agoWhiteFiber Launches WhiteFiber Continuum, the Highest Performing Distributed GPU Supercluster Architectureprnewswire.com·24d agoWYFI Stock Jumps 12% in 6 Months: Here's What You Should Knowzacks.com·50d 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 10 · 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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