$WYFI anchor just got a lot stronger, and it seems like the market hasn't caught wind of it yet?
Nscale just closed a $900M credit facility (confirmed a few hours ago) syndicated across a dozen banks... JPM, Goldman, Morgan Stanley, BofA, Deutsche, and more.
WhiteFiber's biggest customer...
> Just locked in investment-grade bank financing
> De-risked the entire NC-1 contract
> Is now valued at ~$15B, backed by $NVDA, $DELL, $NOK
Could likely see a deal expansion with $WYFI here.
Will be fun watching the market catch up when the dots start to connect.
$PL +15% today. Shared this all-in trade last week on Thursday. Goes for much of the space theme as well - $RKLB $ASTS $SATL up even more. $UFO dip buys looking good in the retirement account.
Space stocks are posied for a multi-week run IMO. Let’s see.
$PL triggering my buy indicator again on the weekly chart.
Indicators flashed green at the start of 2025 and ~1,000%+ run followed.
Fundamentals intact (FY27 $425-441M rev, massive backlog growth). MktCap is back under $10B after this month’s selloff following $SPCX noise.
$PL triggering my buy indicator again on the weekly chart.
Indicators flashed green at the start of 2025 and ~1,000%+ run followed.
Fundamentals intact (FY27 $425-441M rev, massive backlog growth). MktCap is back under $10B after this month’s selloff following $SPCX noise.
Realized losses this morning and rotated into $PL for the fullport. Deployed ~$27K cash and ~$5k margin for 1,232 shares @ $26.55.
Breakdown:
- FY27 revenue guidance: $425–441M (+~40% YoY at midpoint)
- Q1 revenue: $94.2M (+42% YoY), beat expectations
- Backlog: $906M (+72% YoY) + RPO: $816M (+81% YoY)
- $731M cash, strong balance sheet
Defense, AI & government demand accelerating. Beat earnings, raised guidance.
Stock price is down sharply by -40% in the last month and is now under a $10B MktCap.
IMO, this is an overreaction and a selloff in sympathy to the $SPCX IPO.