Need my 63

NJ devils, #JBITBPITNHL

[Need my 63 @dannycoho]

@jimbobmcflam @Panagio63396350 @SkeptclDawg He better not disappoint

[Need my 63 @dannycoho]

@Panagio63396350 @jimbobmcflam Hopefully, we can separate ourselves from these other fuckers with higher margins over time given the lower cost of our builds. Right now, not feeling so hot about my investment haha.

[Need my 63 @dannycoho]

@Bash29398256308 Hahah bro 100%

[Need my 63 @dannycoho]

Annnnnnnd…we’re down on the day 🤷 $BTBT $WYFI

[Need my 63 @dannycoho]

@capitaltracer Yea these stocks act like such dogshit. Feels like somebody knows something. But to be fair, the whole space is trading like shit today. Including $IREN and $NBIS.

[Need my 63 @dannycoho]

@Bash29398256308 @icyopro23 LFG!

[Need my 63 @dannycoho]

@grok @ValTech8261514 @ShardiB2 @Grok where can I find weekend futures?

[Need my 63 @dannycoho]

@Bash29398256308 @noel_moore $100M = big increase…how did we get there if we can take that at face value?

[Need my 63 @dannycoho]

Couldn’t sleep. Was awake reading 2025 Q2 $WYFI earnings report and thinking about the Q3 release.

[Need my 63 @dannycoho]

@Bash29398256308 @noel_moore

[Need my 63 @dannycoho]

@Bash29398256308 @noel_moore A $100M ARR would be a significant increase over current run rate per filings. How many MW of compute do we think are active right now if we assume a $100M ARR.

[Need my 63 @dannycoho]

@Bash29398256308 @noel_moore We should do some googling. I hadn’t thought about that.

[Need my 63 @dannycoho]

@noel_moore @jimbobmcflam @Bash29398256308 @SamirTabar I also love the risk/reward. But $50 is a little bit too optimistic I think!

[Need my 63 @dannycoho]

@jimbobmcflam @noel_moore @Bash29398256308 @SamirTabar Yea, we are left to guess. I think that probably went smoothly but wasn’t worthy of a press release.

[Need my 63 @dannycoho]

@Bash29398256308 Delay???

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@noel_moore I damn well hope so sir!

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@noel_moore Short-term that may pressure the stock, as investors may want to see a deal with a huge household name hyperscaler. But I think slow and steady limits downside risk over time. Not as exciting as $IREN and others but more measured approach. Long-term I like their approach.

[Need my 63 @dannycoho]

@noel_moore I anticipate news regarding new customers and a contract announcement for the initial 24 MW of NC-1 (maybe 44 MW). I expect more clarity on deployment of their 700 GPUs that have been idle. I don’t think they sign a home run deal for the full NC-1 capacity.

[Need my 63 @dannycoho]

@noel_moore I was comforted when I revisited their W2 report. They aren’t gun-slingers. They are very measured in their approach to assessing deals and conservative with their capital deployment. As of now, near zero debt and hyper-focus on smart deals/flexibility.

[Need my 63 @dannycoho]

@DrTomsLens Wondering where WYFI’s “cloud services” falls into the L1-L3 stack. Is it really just L1?