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WYWYFI

WhiteFiber, Inc. Ordinary Shares

$WYFI·$915M·Information Technology Services·Technology
$18.92+6.6%YTD+72.1%1Y+5.6%
Mentions · last 7 days
2026-08-22: 39 posts2026-08-23: 28 posts890-0%
Price updated 8h ago·X counts updated 8d ago
WYWYFI
$WYFIWhiteFiber, Inc. Ordinary Shares
$18.92+6.59%890 posts-0%
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 hypeSelling offAI verdict · as of 2026-08-31

Falling on heavy selling — points lower unless it turns around.

GPU-cloud/data-center story cut in half by a $310M convert — the Nscale anchor tenant is real, the interest bill is bigger.

WhiteFiber operates high-performance data centers and a GPU cloud specifically optimized for AI training — a small-cap play on the same hyperscaler capex cycle that the big data-center REITs get all the attention for. It's been cut in half from the summer highs after a convertible-note offering upsized to $310M shifted the setup.

  • The revenue growth is real but small: Q1 revenue grew 31% year-over-year to $22M, prior quarters ran up 48-69% — a legitimately accelerating pipeline, but a $22M quarterly revenue base is not what a $915M market cap needs to sustain a 6.5 beta.
  • The financing math is the actual story: Q2 delivered $44.8M in revenue against $56.4M of interest expense, and the fresh $310M 5% convertible (upsized from a $250M target) adds another ~$15.5M annualized on top — this business needs anchor-tenant cash flows to arrive before the interest bill compounds through the equity.
  • The anchor customer is genuinely material: NC-1 anchor tenant Nscale sits inside the reported $45B Anthropic compute deal, which is one of the largest AI training commitments announced this cycle — if that revenue lands cleanly, it re-rates the pipeline; if it slips, the interest bill starts eating equity value.
  • The insider and activist tape are constructive but small: Sam Tabar's 13D amendment (a 5%+ position adjustment) and small officer A-Award grants show engagement, but there's no meaningful open-market buying to counter the $310M convert overhang.

The path if it works is Q3 (Nov 12) showing meaningful Nscale-linked revenue inflection plus visible progress on the Enovum data-center property build — the tape reprices the interest bill as manageable and the drawdown gets bought. The path if it doesn't is another quarter where revenue undershoots the interest bill and technicians retest the $19.46 offering low — that's when the current 39% below the 50-day extends and the equity effectively becomes a call option on Nscale's ramp.

Agrees with X sentimentThe mixed X read is honest: bulls stressing Nscale sitting inside the $45B Anthropic compute deal, the 2.8 GW path to 2030 and normalized borrow fees post-hedge unwind, versus bears flagging the $44.8M revenue against $56.4M interest expense and ongoing dilution — both sides are describing the same setup, which is why 'agrees' here means 'the crowd's tension is the actual tension in the setup'.

What to watch: The Nov 12 Q3 print — Nscale-linked revenue starting to land at scale and the interest-expense-to-revenue ratio improving is what restarts the story; another quarter where revenue undershoots interest is what breaks the current setup and retests the $19.46 offering low.

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

X sentiment

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

Mixed sentiment75 posts analyzed · as of 2026-08-30

WhiteFiber posters are wrestling with a stock down more than 50% from its highs after a convert-note offering, and the mood is bifurcated. Bulls stress that NC-1 anchor tenant Nscale is inside the reported $45B Anthropic compute deal, that borrow fees have normalized post-hedge unwind and that a path to 2.8GW by 2030 exists. Bears highlight a Q2 with $44.8M in revenue against $56.4M in interest expense, ongoing dilution fears and technicians still calling for the $19.46 offering low to be tested.

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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $WYFI

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; WhiteFiber, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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 $-0.40

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$128.6M$111.4M – $141.7M-$0.82-$0.93 – -$0.685
FY27$266.4M$230.7M – $293.6M$0.29$0.24 – $0.335
FY28$410.9M$375.4M – $446.4M$0.74$0.65 – $0.842
FY29$248.4M$215.1M – $273.6M$1.12$0.92 – $1.271

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.1.0×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.23%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.-33.6%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.-12.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today28.7% 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.β6.555-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.

+ 18 other (9 awards · 7 exempts · 2 inkinds) 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

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.

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.

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

Recent news

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

WYFI Stock Jumps 12% in 6 Months: Here's What You Should Knowzacks.com·4d agoWhiteFiber Announces Closing of Upsized $310.0 Million Convertible Senior Notes Offeringprnewswire.com·11d agoWhiteFiber Announces Pricing of Upsized $270.0 Million Convertible Senior Notes Offeringprnewswire.com·13d agoWhiteFiber Stock Dives After the Bell: Here's Whybenzinga.com·14d agoWhiteFiber Announces Proposed Private Placement of $250.0 Million of Convertible Senior Notesprnewswire.com·14d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

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