Added to YB: 2026-07-15
Pitch date: 2026-07-12
WYFI [bullish]
WhiteFiber, Inc.
-16.85%
current return
Author Info
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Company Info
WhiteFiber, Inc. provides artificial intelligence (AI) infrastructure solutions. It operates through two segments, cloud services and colocation services.
Market Cap
$1.4B
Pitch Price
$37.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
376.23
P/E
-32.74
EV/Sales
19.07
Sector
IT Services
Category
growth
Unbounding the Grid: An Equity Research Analysis of WhiteFiber Inc. ($WYFI)
WYFI: AI infra small-cap w/ dual model: 60% GM cloud GPU (H200/B200) + colo. Q1 FY26 rev $21.9M (+30.8% YoY), net loss $12M on pre-op scaling/SBC. $921M colo RPO. NC-1 (Nscale 10yr/$865M) billing Q3'26. Moat: Project Redwood (83km distributed GPU), retrofit cuts capex 40%. Bit Digital (70%) captive debt backstop. Asymmetric: floor via RPO/assets, uncapped ceiling via 1.5GW pipeline. Aschenbrenner owns 1.76M sh @$17.87.
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