Foren & Soziale Netzwerke zur WHITEFIBER Aktie

 

7/28/26 :: VROCKSTAR :: NASDAQ:WYFI interesting again - everything correlation 1 today - so you either ETF it or go to things where you've done work - this seems to be back to reasonable territory - who knows wtf is going on with memory... but we are compute constrained, memory or adjustments without. power is the constraint. the build out is the constraint. - micro position i'll be adding tmr if new fed chair does musical chairs with lube V

6/16/26 :: VROCKSTAR :: NASDAQ:WYFI and it's too expensive now - at 12x EBITDA '27 you'd be better off owning nvda at 13-14x - nothing particularly scarce about the asset at this point, when it was $15 or lower you had valuation and strong tape/ sector bid. at this pt... idk what the apes are doing, maybe a lesson in FAFO. lot of that recently. - would short it if we squeeze another day or two... V