#  @dgkittyx DGkitty DGkitty posts on X about $wyfi, stocks, short interest, $btbt the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::107714335/interactions)  - [--] Week [-----] -42% - [--] Month [------] +226% ### Mentions: [--] [#](/creator/twitter::107714335/posts_active)  - [--] Week [--] -8.80% - [--] Month [--] +32% ### Followers: [--] [#](/creator/twitter::107714335/followers)  - [--] Week [--] +2.10% - [--] Month [--] +50% ### CreatorRank: [---------] [#](/creator/twitter::107714335/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 64% [stocks](/list/stocks) 49% [exchanges](/list/exchanges) 5% [cryptocurrencies](/list/cryptocurrencies) 4% [technology brands](/list/technology-brands) 2% [countries](/list/countries) 1% **Social topic influence** [$wyfi](/topic/$wyfi) #2, [stocks](/topic/stocks) #4276, [short interest](/topic/short-interest) #70, [$btbt](/topic/$btbt) #46, [in the](/topic/in-the) 10%, [wyfi](/topic/wyfi) #1, [up to](/topic/up-to) 8%, [liquidity](/topic/liquidity) 7%, [level](/topic/level) 6%, [investment](/topic/investment) 5% **Top accounts mentioned or mentioned by** [@onlyklans1](/creator/undefined) [@noelmoore](/creator/undefined) [@bash29398256308](/creator/undefined) [@cryptobruv97](/creator/undefined) [@bitdigitalbtbt](/creator/undefined) [@whitefiber](/creator/undefined) [@techinvestmen](/creator/undefined) [@samirtabar](/creator/undefined) [@austranskolswft](/creator/undefined) [@jimbobmcflam](/creator/undefined) [@jimfisher321](/creator/undefined) [@mikeaibtceth](/creator/undefined) [@miningstockinfo](/creator/undefined) [@bearangiolino](/creator/undefined) [@mcnalliem](/creator/undefined) [@capitaltracer](/creator/undefined) [@kinnjisto](/creator/undefined) [@garetharf](/creator/undefined) [@arkham](/creator/undefined) [@fundstrat](/creator/undefined) **Top assets mentioned** [WhiteFiber, Inc. (WYFI)](/topic/$wyfi) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Ethereum (ETH)](/topic/ethereum) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Applied Digital Corp. (APLD)](/topic/$apld) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [SharpLink Gaming (SBET)](/topic/sharplink) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) ### Top Social Posts Top posts by engagements in the last [--] hours "$WYFI Use of Proceeds (Summary from SEC Filings) The Company intends to use the net proceeds from the offering for the following purposes: [--]. Infrastructure Expansion and Site Acquisition Property Acquisition: To fund the lease or purchase of additional properties for new data center sites. Development & Construction: To cover costs associated with the construction of facilities and the build-out of infrastructure required to support High-Performance Computing (HPC). Energy Infrastructure: To fund energy service agreements and investments in power-related infrastructure to secure necessary" [X Link](https://x.com/dgkittyx/status/2014164593942426027) 2026-01-22T02:33Z [--] followers, [---] engagements "$WYFI Convertible Bond Key Terms: Conversion Price: $25.91 Issuance Size: $210M Coupon Rate: 4.5% Cost of Zero Strike Calls: $120M🤔 120M/210M = 57.1% Doesn't this smell a bit fishy" [X Link](https://x.com/dgkittyx/status/2014514002395857066) 2026-01-23T01:42Z [--] followers, [----] engagements "$WYFI Should we suspect that the sudden surge and subsequent plunge on the 14th was an accumulation phase executed via liquidity engineering $WYFI Is this what they call "Liquidity Engineering" $WYFI Is this what they call "Liquidity Engineering"" [X Link](https://x.com/dgkittyx/status/2014567032487084252) 2026-01-23T05:13Z [--] followers, [---] engagements "$WYFI Nuclear launch detected.☢ 🚀 $wyfi #16 out of [----] tickers on the Fintel Short Squeeze leaderboard 👀 https://t.co/MEjoIrwrVq $wyfi #16 out of [----] tickers on the Fintel Short Squeeze leaderboard 👀 https://t.co/MEjoIrwrVq" [X Link](https://x.com/dgkittyx/status/2015079978699026560) 2026-01-24T15:11Z [--] followers, [---] engagements "This is just my personal analysis but no matter how I look at the related metrics they dont seem realistic. It feels more like the company is deliberately hunting short sellers. In the end this is likely to turn into a battle where whoever hits the buy button first and manages to get out will suffer the least damage. The main objective of this convertible bond appears to be a piece of financial engineering designed to align the interests of the bond-buying institutions with the company essentially offering them a chance to profit together by hunting short sellers and driving the share price" [X Link](https://x.com/dgkittyx/status/2015114007544545783) 2026-01-24T17:26Z [--] followers, [---] engagements "$WYFI It seems like the effect of the [---] million zero-strike call options is starting to show. The sector as a whole is falling sharplyexcluding CoreWeave which had positive newsbut this stock is holding up well thanks to accumulation and is even edging up if only slightly" [X Link](https://x.com/dgkittyx/status/2015844756350443906) 2026-01-26T17:50Z [--] followers, [---] engagements "Essentially the zero-strike call options were at an impossible figure since the lock-up period hadn't ended yet. However this specific clause has resolved that issue and it turns out Bit Digital ($BTBT) is now part of the play as well. Other than that nothing much has changed. https://twitter.com/i/web/status/2016068757693858022 https://twitter.com/i/web/status/2016068757693858022" [X Link](https://x.com/dgkittyx/status/2016068757693858022) 2026-01-27T08:40Z [--] followers, [---] engagements "@Mike_AI_BTC_ETH @miningstockinfo @BitDigital_BTBT So youre saying they lent out [---] million $WYFI shares of $BTBT used $120 million from the convertible bond proceeds on zero-strike call options to push the stock price up and at the same time sold $WYFI shares to buy Ether in order to drive down the subsidiarys share price" [X Link](https://x.com/dgkittyx/status/2016635038767751647) 2026-01-28T22:10Z [--] followers, [---] engagements "They wont sell $WYFI shares in [----]. Bit Digital has reaffirmed its long-term investment in @WhiteFiber_ and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during [----]. KEY HIGHLIGHTS - Following WhiteFibers initial public offering in https://t.co/4V2GrAoGaV Bit Digital has reaffirmed its long-term investment in @WhiteFiber_ and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during [----]. KEY HIGHLIGHTS - Following WhiteFibers initial public" [X Link](https://x.com/dgkittyx/status/2016636653654462863) 2026-01-28T22:17Z [--] followers, [---] engagements "$WYFI The Fed Chair issue is hitting us pretty hard. The stock held up well against other headwinds but it's dropping quite a bit on this news. Still it's holding the line thanks to the $20 option support" [X Link](https://x.com/dgkittyx/status/2017286826894233881) 2026-01-30T17:20Z [--] followers, [---] engagements "$WYFI Looking at the width of the volume candles I suspect there's been some large-scale short selling. Based on my personal analysis the Fed chair nomination triggered a market dip where market makers (MMs) opened up the downside. As the market easily broke lower early in the session it seems massive short selling took place. This short selling likely doubled the magnitude of the decline. https://twitter.com/i/web/status/2017347384247034182 https://twitter.com/i/web/status/2017347384247034182" [X Link](https://x.com/dgkittyx/status/2017347384247034182) 2026-01-30T21:21Z [--] followers, [---] engagements "$WYFI Today February 2nd marks the lockup expiration date. However per $BTBT's official declaration they have no intention of selling even a single share throughout [----]. Since the institutional allocation from the IPO consists of ordinary shares there is no selling pressure specifically triggered by lockup expiration. https://twitter.com/i/web/status/2018103960851341689 https://twitter.com/i/web/status/2018103960851341689" [X Link](https://x.com/dgkittyx/status/2018103960851341689) 2026-02-01T23:27Z [--] followers, [----] engagements "With the Q4 [----] earnings pre-announced and ARR projected to double from April ignoring these fundamentals completely discredits your analysis. No rational investor would believe the claim that you're selling a company with this much momentum right now. Fixating on a single variable while dismissing fundamental facts and interconnections isn't analysis; it's simply an emotional projection of poor investment performance. It is advisable to conduct a thorough analysis of a firm for a minimum of one week prior to making any investment decisions." [X Link](https://x.com/dgkittyx/status/2018351186534133982) 2026-02-02T15:49Z [--] followers, [--] engagements "@TechInvestmen It is a mistake to analyze a company that wayignoring its ample cash reserves and its ownership in a subsidiary with guaranteed growth just because Ethereum is a volatile asset. By that logic every company would be dismissed as "trash" during a market crash" [X Link](https://x.com/dgkittyx/status/2019521252894077265) 2026-02-05T21:19Z [--] followers, [--] engagements "Sorry English is my second language so I didn't catch that right away. The current stock price is a total joke. I held $BTBT during the Ethereum treasury boom but it was a "short-selling hell." I eventually exited because I got exhausted by hedge funds trapping the price in their long-short strategies. https://twitter.com/i/web/status/2019532918838976895 https://twitter.com/i/web/status/2019532918838976895" [X Link](https://x.com/dgkittyx/status/2019532918838976895) 2026-02-05T22:05Z [--] followers, [---] engagements "$WYFI Updated as of February 12th Institutional Shares (Long)9765274 - 25.52% (ex 13D/G) - change of 9.01MM shares 1188.73% MRQ 10.97M - 9.76M(+0.04M) = 1.21M(-0.04M) (Public Float) There is a standout institution in the recently updated 13F filings. 2026-02-11 13F 'Situational Awareness LP' [-------] Shares. Looking at the AI data center stocks in the portfolio $CRWV $IREN $CORZ $APLD $CIFR $RIOT and All AI Sector. In terms of shares held they rank first among institutions but it only accounts for about 0.5% of their total portfolio. The institution with the second-largest holding is." [X Link](https://x.com/dgkittyx/status/2021817633385943319) 2026-02-12T05:24Z [--] followers, [----] engagements "$WYFI As 13F filings continue to be submitted institutional holdings are changing. The total has shifted to [----] million shares and notably the number of "short-only" positions has decreased from two to one. The number of long-short positions has increased by one bringing the total to three. https://twitter.com/i/web/status/2022096569789768082 https://twitter.com/i/web/status/2022096569789768082" [X Link](https://x.com/dgkittyx/status/2022096569789768082) 2026-02-12T23:52Z [--] followers, [---] engagements "$WYFI "The undersigned agrees that. during the Lock-Up Period the undersigned will not offer sell contract to sell. any Ordinary Shares." "Provided however that the foregoing restrictions shall not apply to: (i) . (ii) the lending of Ordinary Shares pursuant to the Share Lending Agreement entered into in connection with the Offering." I was wondering where the [---] million shares were coming from and it turns out they were sourced from $BTBT. The relationships are a bit complex but the buildup looks solid. It feels like the flow of both money and shares in this round of convertible bonds is" [X Link](https://x.com/dgkittyx/status/2016040696181047384) 2026-01-27T06:48Z [--] followers, [----] engagements "$WYFI A large-scale short position appears to have been liquidated and returned following the absence of expected selling on the lock-up expiration date. The volume of shares returned appears to be consistent with the recent reduction in short interest" [X Link](https://x.com/dgkittyx/status/2018492579088830766) 2026-02-03T01:11Z [--] followers, [----] engagements "$WYFI Despite no deterioration in fundamentals the stock is underperforming its sector peers. It appears that short sellers are intentionally driving the price down to target the $17.50 put options. Caution: High Volatility Expected" [X Link](https://x.com/dgkittyx/status/2018750391492768122) 2026-02-03T18:16Z [--] followers, [---] engagements "Its because high-volatility small-caps like $BTBT are being heavily targeted by short sellers. $BTBTs short interest is around 20% and while $WYFIs has dropped from 20% a month ago to 15% now its effectively closer to 50% when you factor in the actual floating supply. These stocks have ranked as high as 19th on short squeeze scoreboards; theyre primed to explode if buying pressure kicks in. However they aren't triggering because of the weak retail fandom and the overall bearish market. https://twitter.com/i/web/status/2019531634975064429 https://twitter.com/i/web/status/2019531634975064429" [X Link](https://x.com/dgkittyx/status/2019531634975064429) 2026-02-05T22:00Z [--] followers, [---] engagements "I was digging into why they burned $120M on zero-strike calls to hunt down $WYFI shorts and then I checked $BTBT the short interest there is absolutely insane too. This looks like a classic 'two birds with one stone' play. It seems they're willing to burn that cash and offer generous terms to the convertible note holders for a reason: The structure is set up so that if they trigger a squeeze on the subsidiary ($WYFI) the parent company ($BTBT) will inevitably explode right along with it. https://twitter.com/i/web/status/2015731846785671205 https://twitter.com/i/web/status/2015731846785671205" [X Link](https://x.com/dgkittyx/status/2015731846785671205) 2026-01-26T10:21Z [--] followers, [----] engagements "@WhiteFiber_ @SamirTabar $WYFI $BTBT Urgent Strategic Necessity for Share Buyback to Mitigate Financial Risk [--]. Preservation of Zero-Strike Call Value:The Company invested in zero-strike calls to mitigate dilution. If the stock price remains suppressed this premium effectively loses its intrinsic hedge value. Defending the stock price is necessary to protect this strategic investment. [--]. Prevention of Credit Degradation:A sustained stock price collapse increases credit risk and debt financing costs. To secure non-dilutive project financing for data center expansion we must maintain a healthy" [X Link](https://x.com/dgkittyx/status/2019602906853568841) 2026-02-06T02:43Z [--] followers, [---] engagements "Downside risk escalates significantly if the price breaks below $18. @OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip. @OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip" [X Link](https://x.com/dgkittyx/status/2018752071345062230) 2026-02-03T18:22Z [--] followers, [---] engagements "$WYFI Regular session on February 3rd Sector representatives: A comparison of $IREN and $CRWV. Although the $18 level was defended due to MM resistance continuous short selling suppressed the price despite the Nasdaq's V-shaped recovery. If the price is pushed below $17.5 early in the next session a rapid decline is possible as the $17.5 and $15 put options may trigger a gamma trap. It remains to be determined whether this short selling is intended for establishing short positions or for facilitating bottom-fishing. https://twitter.com/i/web/status/2018869042929668311" [X Link](https://x.com/anyuser/status/2018869042929668311) 2026-02-04T02:07Z [--] followers, [----] engagements "$WYFI Even with Nasdaq tech stocks crashing the investor materials seem to hide a lot of potential. I've noticed two additional regions in progress and NC1 is slated for 54MW through Phase [--]. Given that Nscale accounts for 40MW theres a 14MW gap that hasn't been fully explained yet. From the updated Whitefiber investor deck as of January [----] Pipeline defined as data center sites for sale and under evaluation by management Is that Pennsylvania and Missouri I see in the pipeline $WYFI $BTBT https://t.co/rohNN5Kohi From the updated Whitefiber investor deck as of January [----] Pipeline defined as" [X Link](https://x.com/anyuser/status/2019080867969388804) 2026-02-04T16:09Z [--] followers, [----] engagements "I can feel a sense of malice in the market. It feels like they don't care about positive earnings; they're just forcing short positions and fabricating excuses after the fact. Following Google's earnings Im starting to think this hunch might be right. #AIShort #GoogleEarnings #ShortSelling" [X Link](https://x.com/dgkittyx/status/2019273068007551180) 2026-02-05T04:53Z [--] followers, [---] engagements "There are persistent rumors that $BTBT will sell its $WYFI shares but they have neither the capacity nor the reason to do so. $BTBTs financial position shows sufficient cash and cash equivalents to withstand a pull-back while waiting for Ethereums recovery. Unlike sector leaders like Bitmine or Sharplink Gaming they haven't made aggressive Ethereum purchases putting them in a different league. As for $WYFI following its strong 25Q4 preliminary earnings and the guidance for a 2x revenue increase starting April [--] selling now amidst an AI downturn would practically invite a lawsuit against the" [X Link](https://x.com/anyuser/status/2019514063232069930) 2026-02-05T20:50Z [--] followers, [----] engagements "$WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an 'illusion of safety' for shorts. Once a buyback triggers a supply shock retail investors will naturally FOMO into the upward momentum leaving shorts with zero exit liquidity. Its a mathematical trap. https://twitter.com/i/web/status/2019620827579445424 https://twitter.com/i/web/status/2019620827579445424" [X Link](https://x.com/anyuser/status/2019620827579445424) 2026-02-06T03:55Z [--] followers, [----] engagements "$WYFI Short Squeeze & Buyback Strategy 🚀 [--] The Trigger: Earnings call + Post-earnings Buyback (Market Order). [--] The Target: Instant move from $14 $25 to trigger short-covering. [--] The Trap: Stop buying at $25 (near conversion $25.91) to induce natural retracement. [--] The Defense: Maintain price above $25 by buying every dip. Establish a rock-solid 'Mitigation Block'. [--] The End: Lock the float bleed out 1.6M shorts and stabilize value for the long term. I have developed an execution strategy under the conditions of minimizing costs and stabilizing rapid increases. For shareholders who have" [X Link](https://x.com/anyuser/status/2019771515601146075) 2026-02-06T13:53Z [--] followers, [---] engagements "$WYFI Today we are number one in sector growth It's been a tough few days but let's celebrate.👍" [X Link](https://x.com/anyuser/status/2019812311171731746) 2026-02-06T16:35Z [--] followers, [---] engagements "$WYFI Institutional Shares (Long)7653764 - 20.00% (ex 13D/G) - change of 7.05MM shares 1171.10% MRQ [-------] - [-------] = +151497 $WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an 'illusion of safety' for shorts. Once a buyback triggers a supply shock retail investors will naturally FOMO https://t.co/9SJTnP2KD8 $WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an" [X Link](https://x.com/anyuser/status/2021112865433018859) 2026-02-10T06:43Z [--] followers, [---] engagements "$WYFI The powder keg is being refilled" [X Link](https://x.com/dgkittyx/status/2021402827780915327) 2026-02-11T01:56Z [--] followers, [---] engagements "$WYFI Changes in Institutional Holdings (13F Filings) as of Feb [--] 9.72M Shares 10.97M - 9.72M = 1.25M Public Float (including Retail Holdings) 1.25M Shares Short Interest 2.46M Shares. Data is not real-time; discrepancies may occur" [X Link](https://x.com/dgkittyx/status/2021638917523743199) 2026-02-11T17:34Z [--] followers, [---] engagements "$WYFI 10.26M 10.97M is the number of shares excluding those held by the holding company and insiders. Has the institutional selling not been reflected yet Honestly is there any institution that would sell at this price aside from algorithmic trading" [X Link](https://x.com/dgkittyx/status/2022022887495151848) 2026-02-12T18:59Z [--] followers, [----] engagements "$WYFI Jane Street Group: Puts: [-----] shares (-54.64% decrease) Calls: [------] shares (New position) It appears Jane Street Group has shifted to a bullish bias. By establishing a 5:1 long-to-short ratio theyve effectively pivoted to a long position while slashing their puts by half to maintain a minimal hedge." https://twitter.com/i/web/status/2022123867654025575 https://twitter.com/i/web/status/2022123867654025575" [X Link](https://x.com/dgkittyx/status/2022123867654025575) 2026-02-13T01:41Z [--] followers, [---] engagements "$WYFI February 14th Update Institutional Shares (Long)10804195 - 28.24% (ex 13D/G) Key institutional holder Clearfield Capital (+426.55%): [-------] shares Portfolio Allocation: 4.06% A small institutional fund but runs a high-conviction research-driven hedge fund strategy. https://twitter.com/i/web/status/2022463712028955122 https://twitter.com/i/web/status/2022463712028955122" [X Link](https://x.com/dgkittyx/status/2022463712028955122) 2026-02-14T00:11Z [--] followers, [---] engagements "@bearangiolino @McnallieM @BitDigital_BTBT @SamirTabar Excluding special cases many small mining companies that are transitioning into data centers are still trading at just a few dollars per share. One of the reasons BTBT spun off WYFI was to separate the data center business so it could be independently re-rated by the market" [X Link](https://x.com/dgkittyx/status/2003761122068025600) 2025-12-24T09:34Z [--] followers, [--] engagements "Merry Christmas and Happy Holidays #MerryChristmas #HappyHolidays #Korea #USA #Wholeworld" [X Link](https://x.com/dgkittyx/status/2004000517547253965) 2025-12-25T01:25Z [--] followers, [--] engagements "In the small- and mid-cap AI sector Satan has arrived and days of darkness continue. #nasdaq #satan $wyfi" [X Link](https://x.com/dgkittyx/status/2004670151179075723) 2025-12-26T21:46Z [--] followers, [---] engagements "@AustranSkolSwft @jimbobmcflam @jimfisher321 They stated on the earnings call that it can be built about 40% cheaper and twice as fast" [X Link](https://x.com/dgkittyx/status/2005761628411945273) 2025-12-29T22:03Z [--] followers, [--] engagements "@AustranSkolSwft @jimbobmcflam @jimfisher321 An earnings call is effectively an extension of formal disclosures so unless the company chooses to release them its not possible to pin down the exact underlying figures. However the final headline numbers themselves should be accurate" [X Link](https://x.com/dgkittyx/status/2005762989736222873) 2025-12-29T22:08Z [--] followers, [--] engagements "@capitaltracer Getting trapped at the top after a Nasdaq rally is a personal investment failure caused by not setting a stop-loss. At that point the only options are to wait for the next uptrend or cut the loss and try to recover" [X Link](https://x.com/dgkittyx/status/2005819944831967325) 2025-12-30T01:55Z [--] followers, [--] engagements "One of the problems with $WYFI is the lack of retail investors. There isnt much buying support on dips and price action is largely driven by market makers and short sellers which makes the stock heavily dependent on Nasdaqs overall movement. Even a short position of just tens of thousands of shares can cause the stock to drop sharply and when the market is flat the price tends to drift lower. The actual intensity of short selling itself isnt that strong. For the stock price to move higher the Nasdaq needs to shift into an uptrend. https://twitter.com/i/web/status/2006050864973414619" [X Link](https://x.com/dgkittyx/status/2006050864973414619) 2025-12-30T17:12Z [--] followers, [---] engagements "@Kinnjisto The ink isnt even dry yet lets stop buying puts and spreading FUD" [X Link](https://x.com/dgkittyx/status/2006052768172368262) 2025-12-30T17:20Z [--] followers, [--] engagements "Boosteroid a cloud gaming streaming service has recently come on board as a new customer and this is an industry where acquiring new clients is relatively easy so the termination of a cloud customer agreement is not a major issue. Especially considering that an even larger contract has already been signed there is no real need to approach this situation negatively. If this contract had not happened I would have been negative as well. However this deal effectively validates the companys business model removing the major downside risks. The remaining variable is how quickly the company can" [X Link](https://x.com/dgkittyx/status/2006056992646017363) 2025-12-30T17:37Z [--] followers, [--] engagements "$WYFI Current short volume status Other small-cap stocks usually see short volume around 30% but here its closer to 60% which causes options activity and Nasdaq movements to be overly reflected in the price. This has been the situation since the IPO and its also the reason the stock has experienced extreme spikes and crashes. Structurally its set up to surge again once sufficient liquidity comes in. This doesnt indicate heavy short interest but rather that market makers are controlling the price movement. https://fintel.io/ss/us/wyfi https://fintel.io/ss/us/wyfi" [X Link](https://x.com/dgkittyx/status/2006069875576615328) 2025-12-30T18:28Z [--] followers, [---] engagements "@Garetharf $BTBT Anxiety $WYFI Disbelief" [X Link](https://x.com/dgkittyx/status/2006155317185298582) 2025-12-31T00:07Z [--] followers, [---] engagements "AI data center companies carry risks. They often have a lot of debt and theres uncertainty about when theyll actually start generating revenue. When is the first major revenue expected April [----]. $WYFI #WhiteFiber" [X Link](https://x.com/dgkittyx/status/2006448452260213012) 2025-12-31T19:32Z [--] followers, [---] engagements "For very large-scale projects in the range of several hundred megawatts to gigawatts securing power capacity is absolutely critical. $WYFI is not targeting that type of operation. As seen in the NC1 case the initial capacity is around 40MW with future expansion requiring roughly up to 99MW. Capacity at this scale is not difficult to secure. In addition the 40% cost advantage from retrofit conversion already includes 150kW-class liquid cooling. Most newly built liquid-cooled data centers coming online now are designed around 120kW-class cooling tailored for B200-class GPUs. NC1 however uses" [X Link](https://x.com/dgkittyx/status/2006559192686162112) 2026-01-01T02:52Z [--] followers, [---] engagements "@arkham @fundstrat @BitMNR Looks like theyll need to do a capital raise. It should be fine to buy once it reaches 4% around the time Ethereum starts moving on Wall Street. $BMNR" [X Link](https://x.com/dgkittyx/status/2006567191668470063) 2026-01-01T03:24Z [--] followers, [---] engagements "$WYFI The stock structure was designed from the start under a predefined plan. Its a structure where issuing new shares or convertible bonds is also restrictedso selling shares isnt even being considered. Unless $BTBT were on the verge of collapse which it clearly isnt. The company is financially solid. People kept asking whether shares would be sold after the February lock-up expiration so the company said they wouldnt. But in reality ever since the IPO the structure was set up so that selling shares wasnt something being contemplated in the first place even after the lock-up expires. It" [X Link](https://x.com/dgkittyx/status/2007356552840380448) 2026-01-03T07:41Z [--] followers, [---] engagements "@Bash29398256308 It looks like new shares are being supplied for lending. Short interest keeps increasinghow are they planning to get out once the market shifts into an uptrend" [X Link](https://x.com/dgkittyx/status/2009283554551771395) 2026-01-08T15:18Z [--] followers, [--] engagements "$WYFI From the perspective of short sellers covering their positions would require meaningful share accumulation which appears challenging given current liquidity conditions. This constraint seems to be increasingly reflected in the stock lending market" [X Link](https://x.com/dgkittyx/status/2009301102626525560) 2026-01-08T16:28Z [--] followers, [---] engagements "As long as shares remain available to borrow short interest can theoretically continue to increase. However given the limited effective free float unwinding those positions becomes increasingly difficult. In a broader market downturn this incentivizes keeping the stock suppressed rather than actively covering. That dynamic would likely change if genuine buyingnot internal rotationemerges particularly as the Nasdaq rotates back into a risk-on uptrend. When the stock previously tested the $40 level the broader market was already weakening which prevented a meaningful retail investor base from" [X Link](https://x.com/dgkittyx/status/2009371324133834937) 2026-01-08T21:07Z [--] followers, [--] engagements "The borrowable share supply has been refilled back up to [------] shares. Shorts are definitely under significant pressure but its not at a level where a squeeze is imminent. However relative to the effective free float the short position is excessively large so if a sharp rally comes in things could get very chaotic. https://twitter.com/i/web/status/2009597989686591691 https://twitter.com/i/web/status/2009597989686591691" [X Link](https://x.com/dgkittyx/status/2009597989686591691) 2026-01-09T12:07Z [--] followers, [--] engagements "$WYFI In an effort to defend the [----] level short selling is being used aggressively and as a result the borrowable share supply is dropping back toward [------] shares intraday" [X Link](https://x.com/dgkittyx/status/2009659556205658344) 2026-01-09T16:12Z [--] followers, [---] engagements "$WYFI The stock keeps getting actively suppressed with selling pressure repeatedly applied to prevent any meaningful breakout. The question is: how long can they keep it pinned below $18 Until the borrowable share balance hits zero" [X Link](https://x.com/dgkittyx/status/2009668947432616180) 2026-01-09T16:49Z [--] followers, [---] engagements "@Bash29398256308 Personally it looks like the short position has grown so large that exiting is no longer feasible leaving them with no real option other than continuing to suppress the price" [X Link](https://x.com/dgkittyx/status/2009735329297903974) 2026-01-09T21:13Z [--] followers, [--] engagements "There are three possible scenarios. Scenario 1: Continued external macro pressure extends the broader market downturn allowing short positions to survive for a longer period of time. Scenario 2: Borrow availability recovers under market maker mediation but shorts are still forced to unwind gradually resulting in a controlled yet sustained upward move in the stock price. Scenario 3: Borrow supply completely dries up triggering a short squeeze that escalates into a gamma squeeze leading to an explosive upside move. Scenario [--] a full-scale market crash that causes a collapse across the entire" [X Link](https://x.com/dgkittyx/status/2009761184992637349) 2026-01-09T22:56Z [--] followers, [--] engagements "$WYFI After filtering institutional holdings for shares that are realistically available for lending the borrowable pool comes out to roughly the low-to-mid [--] million share range. Given that reported short interest stood at [---] million shares as of December [--] and considering the additional shorting used to suppress the stock around the contract announcement and the Russell inclusion its reasonable to infer that current short interest is in a similar range. Its therefore quite possible that lendable shares are either extremely scarce or nearly exhausted. With an effective free float below 3" [X Link](https://x.com/dgkittyx/status/2009925095029117044) 2026-01-10T09:47Z [--] followers, [---] engagements "Whats ironic is that many institutions entered based on the companys long-term prospects but once inside this effectively becomes a case of easy to enter hard to exit. The stock has extremely low effective liquidity which forces holders into a de facto long-term position. Any attempt to sell a large stake would likely trigger a sharp price collapse making large-scale exits structurally difficult. https://twitter.com/i/web/status/2010127572039020842 https://twitter.com/i/web/status/2010127572039020842" [X Link](https://x.com/dgkittyx/status/2010127572039020842) 2026-01-10T23:12Z [--] followers, [--] engagements "@noel_moore The main point of the post is that the aggressive and seemingly indiscriminate short selling may have been driven at least in part by algorithmic trading models relying on flawed or misleading data" [X Link](https://x.com/dgkittyx/status/2010129718130135328) 2026-01-10T23:20Z [--] followers, [--] engagements "If my analysis is correct this would be a powder keg on the verge of exploding. It ultimately depends on what the bad news is. If it has little impact on the broader trend the stock could simply continue to trade sideways in the range that short sellers are aiming for. If its the kind of news that implies outright failure then theres really no need to say more. That said if borrow availability drops to zero even those assumptions would no longer matter. https://twitter.com/i/web/status/2010135412384423958 https://twitter.com/i/web/status/2010135412384423958" [X Link](https://x.com/dgkittyx/status/2010135412384423958) 2026-01-10T23:43Z [--] followers, [--] engagements "$WYFI The increase from [-----] to 85000up by 30000looks like shares being returned by the same party that borrowed them when availability dropped from [------] to [-----]. That solves one piece of the mystery. Whoever pushed the price up to $17.71 appears to have covered their short and exited. As a result there is still no sign of any large-scale share returns or meaningful replenishment of borrow inventory. https://twitter.com/i/web/status/2010621804520648866 https://twitter.com/i/web/status/2010621804520648866" [X Link](https://x.com/dgkittyx/status/2010621804520648866) 2026-01-12T07:56Z [--] followers, [--] engagements "$WYFI The increase from [-----] to 85000up by 30000looks like shares being returned by the same party that borrowed them when availability dropped from [------] to [-----]. That solves one piece of the mystery. Whoever pushed the price up to $17.71 appears to have covered their short and exited. As a result there is still no sign of any large-scale share returns or meaningful replenishment of borrow inventory. This looks like evidence of scalping. https://twitter.com/i/web/status/2010632168914215036 https://twitter.com/i/web/status/2010632168914215036" [X Link](https://x.com/dgkittyx/status/2010632168914215036) 2026-01-12T08:37Z [--] followers, [---] engagements "$WYFI During the session the lendable share inventory increased to as much as [------] shares. This appears to have been a preemptive move likely at the request of market makers to prime brokers to ensure sufficient borrow availability in order to keep the stock below $20 into the January [--] options expiration. By doing so they likely aimed to prevent the risk of the lendable inventory dropping to zero. As a result short sellers are more likely attempting to hold their positions by recycling existing inventory rather than meaningfully covering at this stage. The stocks current setup is" [X Link](https://x.com/dgkittyx/status/2010782376004370461) 2026-01-12T18:34Z [--] followers, [---] engagements "$WYFI Updated short interest just came out at around 2.25M shares matching the previously expected low-to-mid 2M range. Since this data is likely from roughly two weeks ago it is possible that short interest has continued to build and may now be closer to the mid-2 million range. We can estimate to some extent based on the numbers why a situation occurred in which available borrowable shares dropped below [------]. Assuming a conservative estimate of a [--] millionshare effective free float [----] million shares would represent approximately 75% of that float." [X Link](https://x.com/dgkittyx/status/2010863470720532613) 2026-01-12T23:56Z [--] followers, [----] engagements "$WYFI is not failing to command a premium because of fundamentals or structural issues its simply because most people dont know about it yet. The stocks structure is already a powder keg sitting on the edge of an explosion. The real question is whether theres enough firepower to ignite it. Most of the shares have already been bought and locked up which means theres a lack of natural buying pressure. As a result market makers and short sellers are currently in control. What this stock is missing isnt fundamentals its visibility. And more importantly its confidence: the belief that buying leads" [X Link](https://x.com/dgkittyx/status/2011212828796125647) 2026-01-13T23:04Z [--] followers, [---] engagements "$WYFI The lack of buying pressure stems from the absence of a true shareholder base or what you might call a stock fandom. In many cases following an IPO a stock will rally to an initial peak and then pull back similar to what we saw with CoreWeave. During that process shares gradually transfer from the company and early holders to retail investors and a committed shareholder base is formed. In this case however the stock hit its valuation ceiling precisely as the Nasdaq entered a downturn followed by a sharp decline. As a result there was no time for that shareholder base to form. On top of" [X Link](https://x.com/dgkittyx/status/2011232488639906023) 2026-01-14T00:22Z [--] followers, [---] engagements "@jbdmrichar The structure for a squeeze is in place. The problem is that buying needs to come in. Whether its meme-driven buying or someone stirring things up on Reddit or X as long as buying pressure shows up a squeeze will happen" [X Link](https://x.com/dgkittyx/status/2011246567123247577) 2026-01-14T01:18Z [--] followers, [--] engagements "The powder keg has finally ignited. Still its just a small powder keg the bigger one is still out there. $WYFI #WYFI #Cerebras #OpenAI" [X Link](https://x.com/dgkittyx/status/2011542801167892728) 2026-01-14T20:55Z [--] followers, [---] engagements "$WYFI [---] kW per cabinet industrial-grade liquid cooling Cerebras-ready B200-ready Rubin-ready. #WYFI #Cerebras #OpenAI #150kW $WYFI There tends to be too much focus on the retrofit model alone. While the lower upfront cost of a retrofit model is certainly an advantage another key strength is its industrial-grade liquid cooling design capable of supporting up to [---] kW per rack. This level of cooling $WYFI There tends to be too much focus on the retrofit model alone. While the lower upfront cost of a retrofit model is certainly an advantage another key strength is its industrial-grade liquid" [X Link](https://x.com/dgkittyx/status/2011604493075693764) 2026-01-15T01:00Z [--] followers, [---] engagements "$WYFI Those short sellers are on another level. A reduction of [------] shares in the borrow balance in just one day is insane. So that leaves only [-----] shares left" [X Link](https://x.com/dgkittyx/status/2011845978786288049) 2026-01-15T17:00Z [--] followers, [---] engagements "@noel_moore This shows the underlying cause of the current decline. Rather than maintaining borrow balances at a reasonable level the sell-off suggests that a situation which had been relatively stable has turned risky again after yesterdays surprise rally" [X Link](https://x.com/dgkittyx/status/2011848193261351098) 2026-01-15T17:09Z [--] followers, [---] engagements "Personally it appears that yesterdays surprise rally forced them to use up all the borrowed shares that had been reserved for upside defense which is why they seem to have borrowed another [------] shares in order to push the price back down. I suspect that short interest may have climbed back into the mid-2 million share range. https://twitter.com/i/web/status/2011851239605354766 https://twitter.com/i/web/status/2011851239605354766" [X Link](https://x.com/dgkittyx/status/2011851239605354766) 2026-01-15T17:21Z [--] followers, [--] engagements "Thats because there are already [----] million shares sold short. Short-term short trades may not carry much risk but for those holding large short positions if the stock starts to run they ultimately have no choice but to borrow more shares to keep pressing it down. I had expected the situation to stabilize gradually and for positions to be reduced over time but yesterdays surprise rally disrupted that balance. https://twitter.com/i/web/status/2011853871602417732 https://twitter.com/i/web/status/2011853871602417732" [X Link](https://x.com/dgkittyx/status/2011853871602417732) 2026-01-15T17:31Z [--] followers, [--] engagements "$WYFI What shareholders should really worry about is shorts exiting safely by pinning the stock sideways and letting time decay work in their favornot aggressive attempts to slam the price down after a sharp rally. If a companys fundamentals are strong accumulating short volume is nothing more than gunpowder piling up in a powder keg. https://twitter.com/i/web/status/2011859069666238936 https://twitter.com/i/web/status/2011859069666238936" [X Link](https://x.com/dgkittyx/status/2011859069666238936) 2026-01-15T17:52Z [--] followers, [---] engagements "@TradeG0pher @noel_moore In a liquidity pool like this a short position of that size will simply get pushed through the market. Just looking at the changes in short interest you can see that they move in lockstep with the stocks price action" [X Link](https://x.com/dgkittyx/status/2011928295349342455) 2026-01-15T22:27Z [--] followers, [--] engagements "@BuyingFDs The decline was caused by short selling not by natural selling pressure. You only need to look at the decrease in borrowed shares" [X Link](https://x.com/dgkittyx/status/2011944450512363956) 2026-01-15T23:31Z [--] followers, [--] engagements "$WYFI What were seeing from short sellers here is simply basic arithmetic. With an effective free float of under [--] million shares and roughly 2.02.5 million shares sold short theres no easy way out. Early on they can buy back and return a few hundred thousand shares. But the more they try to cover the smaller the available liquidity pool becomesmaking the process exponentially harder. At this point the only lever left is to suppress the price as much as possible to discourage demandexactly what were seeing now. Digging deeper: On the 14th a sudden news catalyst triggered a surge in buying" [X Link](https://x.com/dgkittyx/status/2011958933905437130) 2026-01-16T00:29Z [--] followers, [----] engagements "@noel_moore If you believe in a long-term Nasdaq uptrend and in the companys growth then the answer is yes. In the short term however no one really knows. That would be the same answer no matter who you ask" [X Link](https://x.com/dgkittyx/status/2011965958571938127) 2026-01-16T00:57Z [--] followers, [---] engagements "The takeaway is simple: if this were real selling shorts wouldnt have needed [------] shares50000 would have done the job. $WYFI #JustMath #NotRealSelling" [X Link](https://x.com/dgkittyx/status/2011976119680188431) 2026-01-16T01:37Z [--] followers, [---] engagements "This research was published on December [--]. After that on the 18th a 40MW contract was signed. Moreover the company operates a retrofit-based business model that differs from other data center companiesdelivering capacity twice as fast and at roughly 40% lower cost. For that reason applying conventional relative valuation based on standard analyses is not particularly meaningful" [X Link](https://x.com/dgkittyx/status/2012002879108981188) 2026-01-16T03:24Z [--] followers, [---] engagements "$WYFI Is this what they call "Liquidity Engineering"" [X Link](https://x.com/dgkittyx/status/2012082647762350362) 2026-01-16T08:41Z [--] followers, [----] engagements "Tech Test : MTL3(Cerebras 5MW) Validation : NC1(Nscale 40MW) Expansion (Scale-up) : Now 8-K 25Q4 : $22.7 million to $25.1 million The company plans to issue up to $230 million in convertible bonds. The transition to the expansion phase has materialized much sooner than anticipated. It looks like the next deal is taking shape faster than anticipated. $WYFI #WYFI #WhiteFiber https://twitter.com/i/web/status/2014131284667466051 https://twitter.com/i/web/status/2014131284667466051" [X Link](https://x.com/dgkittyx/status/2014131284667466051) 2026-01-22T00:21Z [--] followers, [--] engagements "Tech Test : MTL3(Cerebras 5MW) Validation : NC1(Nscale 40MW) Expansion (Scale-up) : Now 8-K 25Q4 : $22.7 million to $25.1 million The company plans to issue up to $230 million in convertible bonds. The transition to the expansion phase has materialized much sooner than anticipated. It looks like the next deal is taking shape faster than anticipated. $WYFI #WYFI #WhiteFiber #revenue_generated_within_1yr https://twitter.com/i/web/status/2014131720505921908 https://twitter.com/i/web/status/2014131720505921908" [X Link](https://x.com/dgkittyx/status/2014131720505921908) 2026-01-22T00:23Z [--] followers, [---] engagements "$WYFI Use of Proceeds (Summary from SEC Filings) The Company intends to use the net proceeds from the offering for the following purposes: [--]. Infrastructure Expansion and Site Acquisition Property Acquisition: To fund the lease or purchase of additional properties for new data center sites. Development & Construction: To cover costs associated with the construction of facilities and the build-out of infrastructure required to support High-Performance Computing (HPC). Energy Infrastructure: To fund energy service agreements and investments in power-related infrastructure to secure necessary" [X Link](https://x.com/dgkittyx/status/2014150420504137923) 2026-01-22T01:37Z [--] followers, [--] engagements "With a conversion price of $25.91 we have to assume it will be exercised. It represents a scenario where it likely won't take long either. Coupons or maturity dates are irrelevant here. The core factor is the absurdly large scale of the zero-strike call options. It amounts to $120M for [---] million shares with an average price of $20.32. This mechanism will serve to absorb the convertible bonds without a significant increase in the outstanding share count. Essentially that volume is being purchased and locked up by the institutions that accepted the call options" [X Link](https://x.com/dgkittyx/status/2014583394764784131) 2026-01-23T06:18Z [--] followers, [---] engagements "@Bash29398256308 Think about it: they have to buy [---] million shares out of a tiny float of just [--] million. That means over half the float gets locked up instantly. With the lending market already bone-dry this isn't just a powder kegit has the potential to be a total nuclear bomb" [X Link](https://x.com/dgkittyx/status/2014617604959482273) 2026-01-23T08:34Z [--] followers, [--] engagements "It appears the primary focus of this convertible note is to buoy the stock price and enhance corporate valuation in preparation for future expansion utilizing the financial engineering of zero-strike call options which consumed over half the proceeds. The remaining $80M will likely be deployed for the purposes outlined in the disclosure. https://twitter.com/i/web/status/2014627124674707711 https://twitter.com/i/web/status/2014627124674707711" [X Link](https://x.com/dgkittyx/status/2014627124674707711) 2026-01-23T09:11Z [--] followers, [---] engagements "@OnlyKlans1 This may be why the company keeps emphasizing the six-month timeframe in its posts. Ultimately the justification for the multiple comes from faster deployment speed lower costs and robust cooling infrastructure" [X Link](https://x.com/dgkittyx/status/2015119916953997464) 2026-01-24T17:50Z [--] followers, [--] engagements "@Shebes63083 Essentially a zero-strike call option is the right to acquire shares at $0 which effectively functions like a share cancellation (stock burn). Investment banks are required to hold the underlying shares almost immediately and that volume amounts to [---] million shares" [X Link](https://x.com/dgkittyx/status/2015814785380782107) 2026-01-26T15:51Z [--] followers, [---] engagements "Lets just lay out the numbers. An [--] millionshare float with [---] million shares held by 13F-reporting institutions. Russell index buying and retail shareholder holdings are excluded. On top of that there are roughly [----] million shares sold short which results in a Fintel Short Squeeze Score of [-----] Now what happens if an additional [---] million shares are tied up through zero-strike call option purchases https://twitter.com/i/web/status/2015908727417974860 https://twitter.com/i/web/status/2015908727417974860" [X Link](https://x.com/dgkittyx/status/2015908727417974860) 2026-01-26T22:04Z [--] followers, [--] engagements "$BTBT $WYFI Bit Digital Europe https://www.actusnews.com/en/financiere-marjos/pr/2025/11/28/bit-digital-inc_-acquiert-le-controle-de-financiere-marjos-scahl=ko-KR https://www.actusnews.com/en/financiere-marjos/pr/2025/11/28/bit-digital-inc_-acquiert-le-controle-de-financiere-marjos-scahl=ko-KR" [X Link](https://x.com/dgkittyx/status/1997154539200454983) 2025-12-06T04:02Z [--] followers, [---] engagements "$WYFI The short balance is almost at zero with just tiny shifts of 5k sharesprobably just to keep it from bottoming out completely. Seeing it trade sideways on the 20th while the rest of the market was dumping makes me think the shorts are losing their grip" [X Link](https://x.com/dgkittyx/status/2013763677204422821) 2026-01-21T00:00Z [--] followers, [---] engagements "$WYFI Convertible bonds = contracts or land acquisition = additional revenue generated within one year" [X Link](https://x.com/dgkittyx/status/2014095094023069860) 2026-01-21T21:57Z [--] followers, [---] engagements "With major contracts signed and earnings growth secured selling now while the price is temporarily suppressed by the broader market downturn would be a complete lack of foresight" [X Link](https://x.com/dgkittyx/status/2018115241947943047) 2026-02-02T00:12Z [--] followers, [---] engagements "@Panagio63396350 This is a typical characteristic of illiquid stocks. Buying pressure can cause prices to skyrocket out of control while selling pressure can lead to equally drastic plunges" [X Link](https://x.com/dgkittyx/status/2018752963645526525) 2026-02-03T18:26Z [--] followers, [--] engagements "@OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip" [X Link](https://x.com/anyuser/status/2017351137255690585) 2026-01-30T21:36Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@dgkittyx DGkittyDGkitty posts on X about $wyfi, stocks, short interest, $btbt the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 64% stocks 49% exchanges 5% cryptocurrencies 4% technology brands 2% countries 1%
Social topic influence $wyfi #2, stocks #4276, short interest #70, $btbt #46, in the 10%, wyfi #1, up to 8%, liquidity 7%, level 6%, investment 5%
Top accounts mentioned or mentioned by @onlyklans1 @noelmoore @bash29398256308 @cryptobruv97 @bitdigitalbtbt @whitefiber @techinvestmen @samirtabar @austranskolswft @jimbobmcflam @jimfisher321 @mikeaibtceth @miningstockinfo @bearangiolino @mcnalliem @capitaltracer @kinnjisto @garetharf @arkham @fundstrat
Top assets mentioned WhiteFiber, Inc. (WYFI) Bit Digital, Inc. (BTBT) Ethereum (ETH) CoreWeave, Inc (CRWV) Iris Energy Limited (IREN) Applied Digital Corp. (APLD) Core Scientific, Inc. Common Stock (CORZ) SharpLink Gaming (SBET) BITMINE IMMERSION TECH (BMNR)
Top posts by engagements in the last [--] hours
"$WYFI Use of Proceeds (Summary from SEC Filings) The Company intends to use the net proceeds from the offering for the following purposes: [--]. Infrastructure Expansion and Site Acquisition Property Acquisition: To fund the lease or purchase of additional properties for new data center sites. Development & Construction: To cover costs associated with the construction of facilities and the build-out of infrastructure required to support High-Performance Computing (HPC). Energy Infrastructure: To fund energy service agreements and investments in power-related infrastructure to secure necessary"
X Link 2026-01-22T02:33Z [--] followers, [---] engagements
"$WYFI Convertible Bond Key Terms: Conversion Price: $25.91 Issuance Size: $210M Coupon Rate: 4.5% Cost of Zero Strike Calls: $120M🤔 120M/210M = 57.1% Doesn't this smell a bit fishy"
X Link 2026-01-23T01:42Z [--] followers, [----] engagements
"$WYFI Should we suspect that the sudden surge and subsequent plunge on the 14th was an accumulation phase executed via liquidity engineering $WYFI Is this what they call "Liquidity Engineering" $WYFI Is this what they call "Liquidity Engineering""
X Link 2026-01-23T05:13Z [--] followers, [---] engagements
"$WYFI Nuclear launch detected.☢ 🚀 $wyfi #16 out of [----] tickers on the Fintel Short Squeeze leaderboard 👀 https://t.co/MEjoIrwrVq $wyfi #16 out of [----] tickers on the Fintel Short Squeeze leaderboard 👀 https://t.co/MEjoIrwrVq"
X Link 2026-01-24T15:11Z [--] followers, [---] engagements
"This is just my personal analysis but no matter how I look at the related metrics they dont seem realistic. It feels more like the company is deliberately hunting short sellers. In the end this is likely to turn into a battle where whoever hits the buy button first and manages to get out will suffer the least damage. The main objective of this convertible bond appears to be a piece of financial engineering designed to align the interests of the bond-buying institutions with the company essentially offering them a chance to profit together by hunting short sellers and driving the share price"
X Link 2026-01-24T17:26Z [--] followers, [---] engagements
"$WYFI It seems like the effect of the [---] million zero-strike call options is starting to show. The sector as a whole is falling sharplyexcluding CoreWeave which had positive newsbut this stock is holding up well thanks to accumulation and is even edging up if only slightly"
X Link 2026-01-26T17:50Z [--] followers, [---] engagements
"Essentially the zero-strike call options were at an impossible figure since the lock-up period hadn't ended yet. However this specific clause has resolved that issue and it turns out Bit Digital ($BTBT) is now part of the play as well. Other than that nothing much has changed. https://twitter.com/i/web/status/2016068757693858022 https://twitter.com/i/web/status/2016068757693858022"
X Link 2026-01-27T08:40Z [--] followers, [---] engagements
"@Mike_AI_BTC_ETH @miningstockinfo @BitDigital_BTBT So youre saying they lent out [---] million $WYFI shares of $BTBT used $120 million from the convertible bond proceeds on zero-strike call options to push the stock price up and at the same time sold $WYFI shares to buy Ether in order to drive down the subsidiarys share price"
X Link 2026-01-28T22:10Z [--] followers, [---] engagements
"They wont sell $WYFI shares in [----]. Bit Digital has reaffirmed its long-term investment in @WhiteFiber_ and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during [----]. KEY HIGHLIGHTS - Following WhiteFibers initial public offering in https://t.co/4V2GrAoGaV Bit Digital has reaffirmed its long-term investment in @WhiteFiber_ and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during [----]. KEY HIGHLIGHTS - Following WhiteFibers initial public"
X Link 2026-01-28T22:17Z [--] followers, [---] engagements
"$WYFI The Fed Chair issue is hitting us pretty hard. The stock held up well against other headwinds but it's dropping quite a bit on this news. Still it's holding the line thanks to the $20 option support"
X Link 2026-01-30T17:20Z [--] followers, [---] engagements
"$WYFI Looking at the width of the volume candles I suspect there's been some large-scale short selling. Based on my personal analysis the Fed chair nomination triggered a market dip where market makers (MMs) opened up the downside. As the market easily broke lower early in the session it seems massive short selling took place. This short selling likely doubled the magnitude of the decline. https://twitter.com/i/web/status/2017347384247034182 https://twitter.com/i/web/status/2017347384247034182"
X Link 2026-01-30T21:21Z [--] followers, [---] engagements
"$WYFI Today February 2nd marks the lockup expiration date. However per $BTBT's official declaration they have no intention of selling even a single share throughout [----]. Since the institutional allocation from the IPO consists of ordinary shares there is no selling pressure specifically triggered by lockup expiration. https://twitter.com/i/web/status/2018103960851341689 https://twitter.com/i/web/status/2018103960851341689"
X Link 2026-02-01T23:27Z [--] followers, [----] engagements
"With the Q4 [----] earnings pre-announced and ARR projected to double from April ignoring these fundamentals completely discredits your analysis. No rational investor would believe the claim that you're selling a company with this much momentum right now. Fixating on a single variable while dismissing fundamental facts and interconnections isn't analysis; it's simply an emotional projection of poor investment performance. It is advisable to conduct a thorough analysis of a firm for a minimum of one week prior to making any investment decisions."
X Link 2026-02-02T15:49Z [--] followers, [--] engagements
"@TechInvestmen It is a mistake to analyze a company that wayignoring its ample cash reserves and its ownership in a subsidiary with guaranteed growth just because Ethereum is a volatile asset. By that logic every company would be dismissed as "trash" during a market crash"
X Link 2026-02-05T21:19Z [--] followers, [--] engagements
"Sorry English is my second language so I didn't catch that right away. The current stock price is a total joke. I held $BTBT during the Ethereum treasury boom but it was a "short-selling hell." I eventually exited because I got exhausted by hedge funds trapping the price in their long-short strategies. https://twitter.com/i/web/status/2019532918838976895 https://twitter.com/i/web/status/2019532918838976895"
X Link 2026-02-05T22:05Z [--] followers, [---] engagements
"$WYFI Updated as of February 12th Institutional Shares (Long)9765274 - 25.52% (ex 13D/G) - change of 9.01MM shares 1188.73% MRQ 10.97M - 9.76M(+0.04M) = 1.21M(-0.04M) (Public Float) There is a standout institution in the recently updated 13F filings. 2026-02-11 13F 'Situational Awareness LP' [-------] Shares. Looking at the AI data center stocks in the portfolio $CRWV $IREN $CORZ $APLD $CIFR $RIOT and All AI Sector. In terms of shares held they rank first among institutions but it only accounts for about 0.5% of their total portfolio. The institution with the second-largest holding is."
X Link 2026-02-12T05:24Z [--] followers, [----] engagements
"$WYFI As 13F filings continue to be submitted institutional holdings are changing. The total has shifted to [----] million shares and notably the number of "short-only" positions has decreased from two to one. The number of long-short positions has increased by one bringing the total to three. https://twitter.com/i/web/status/2022096569789768082 https://twitter.com/i/web/status/2022096569789768082"
X Link 2026-02-12T23:52Z [--] followers, [---] engagements
"$WYFI "The undersigned agrees that. during the Lock-Up Period the undersigned will not offer sell contract to sell. any Ordinary Shares." "Provided however that the foregoing restrictions shall not apply to: (i) . (ii) the lending of Ordinary Shares pursuant to the Share Lending Agreement entered into in connection with the Offering." I was wondering where the [---] million shares were coming from and it turns out they were sourced from $BTBT. The relationships are a bit complex but the buildup looks solid. It feels like the flow of both money and shares in this round of convertible bonds is"
X Link 2026-01-27T06:48Z [--] followers, [----] engagements
"$WYFI A large-scale short position appears to have been liquidated and returned following the absence of expected selling on the lock-up expiration date. The volume of shares returned appears to be consistent with the recent reduction in short interest"
X Link 2026-02-03T01:11Z [--] followers, [----] engagements
"$WYFI Despite no deterioration in fundamentals the stock is underperforming its sector peers. It appears that short sellers are intentionally driving the price down to target the $17.50 put options. Caution: High Volatility Expected"
X Link 2026-02-03T18:16Z [--] followers, [---] engagements
"Its because high-volatility small-caps like $BTBT are being heavily targeted by short sellers. $BTBTs short interest is around 20% and while $WYFIs has dropped from 20% a month ago to 15% now its effectively closer to 50% when you factor in the actual floating supply. These stocks have ranked as high as 19th on short squeeze scoreboards; theyre primed to explode if buying pressure kicks in. However they aren't triggering because of the weak retail fandom and the overall bearish market. https://twitter.com/i/web/status/2019531634975064429 https://twitter.com/i/web/status/2019531634975064429"
X Link 2026-02-05T22:00Z [--] followers, [---] engagements
"I was digging into why they burned $120M on zero-strike calls to hunt down $WYFI shorts and then I checked $BTBT the short interest there is absolutely insane too. This looks like a classic 'two birds with one stone' play. It seems they're willing to burn that cash and offer generous terms to the convertible note holders for a reason: The structure is set up so that if they trigger a squeeze on the subsidiary ($WYFI) the parent company ($BTBT) will inevitably explode right along with it. https://twitter.com/i/web/status/2015731846785671205 https://twitter.com/i/web/status/2015731846785671205"
X Link 2026-01-26T10:21Z [--] followers, [----] engagements
"@WhiteFiber_ @SamirTabar $WYFI $BTBT Urgent Strategic Necessity for Share Buyback to Mitigate Financial Risk [--]. Preservation of Zero-Strike Call Value:The Company invested in zero-strike calls to mitigate dilution. If the stock price remains suppressed this premium effectively loses its intrinsic hedge value. Defending the stock price is necessary to protect this strategic investment. [--]. Prevention of Credit Degradation:A sustained stock price collapse increases credit risk and debt financing costs. To secure non-dilutive project financing for data center expansion we must maintain a healthy"
X Link 2026-02-06T02:43Z [--] followers, [---] engagements
"Downside risk escalates significantly if the price breaks below $18. @OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip. @OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip"
X Link 2026-02-03T18:22Z [--] followers, [---] engagements
"$WYFI Regular session on February 3rd Sector representatives: A comparison of $IREN and $CRWV. Although the $18 level was defended due to MM resistance continuous short selling suppressed the price despite the Nasdaq's V-shaped recovery. If the price is pushed below $17.5 early in the next session a rapid decline is possible as the $17.5 and $15 put options may trigger a gamma trap. It remains to be determined whether this short selling is intended for establishing short positions or for facilitating bottom-fishing. https://twitter.com/i/web/status/2018869042929668311"
X Link 2026-02-04T02:07Z [--] followers, [----] engagements
"$WYFI Even with Nasdaq tech stocks crashing the investor materials seem to hide a lot of potential. I've noticed two additional regions in progress and NC1 is slated for 54MW through Phase [--]. Given that Nscale accounts for 40MW theres a 14MW gap that hasn't been fully explained yet. From the updated Whitefiber investor deck as of January [----] Pipeline defined as data center sites for sale and under evaluation by management Is that Pennsylvania and Missouri I see in the pipeline $WYFI $BTBT https://t.co/rohNN5Kohi From the updated Whitefiber investor deck as of January [----] Pipeline defined as"
X Link 2026-02-04T16:09Z [--] followers, [----] engagements
"I can feel a sense of malice in the market. It feels like they don't care about positive earnings; they're just forcing short positions and fabricating excuses after the fact. Following Google's earnings Im starting to think this hunch might be right. #AIShort #GoogleEarnings #ShortSelling"
X Link 2026-02-05T04:53Z [--] followers, [---] engagements
"There are persistent rumors that $BTBT will sell its $WYFI shares but they have neither the capacity nor the reason to do so. $BTBTs financial position shows sufficient cash and cash equivalents to withstand a pull-back while waiting for Ethereums recovery. Unlike sector leaders like Bitmine or Sharplink Gaming they haven't made aggressive Ethereum purchases putting them in a different league. As for $WYFI following its strong 25Q4 preliminary earnings and the guidance for a 2x revenue increase starting April [--] selling now amidst an AI downturn would practically invite a lawsuit against the"
X Link 2026-02-05T20:50Z [--] followers, [----] engagements
"$WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an 'illusion of safety' for shorts. Once a buyback triggers a supply shock retail investors will naturally FOMO into the upward momentum leaving shorts with zero exit liquidity. Its a mathematical trap. https://twitter.com/i/web/status/2019620827579445424 https://twitter.com/i/web/status/2019620827579445424"
X Link 2026-02-06T03:55Z [--] followers, [----] engagements
"$WYFI Short Squeeze & Buyback Strategy 🚀 [--] The Trigger: Earnings call + Post-earnings Buyback (Market Order). [--] The Target: Instant move from $14 $25 to trigger short-covering. [--] The Trap: Stop buying at $25 (near conversion $25.91) to induce natural retracement. [--] The Defense: Maintain price above $25 by buying every dip. Establish a rock-solid 'Mitigation Block'. [--] The End: Lock the float bleed out 1.6M shorts and stabilize value for the long term. I have developed an execution strategy under the conditions of minimizing costs and stabilizing rapid increases. For shareholders who have"
X Link 2026-02-06T13:53Z [--] followers, [---] engagements
"$WYFI Today we are number one in sector growth It's been a tough few days but let's celebrate.👍"
X Link 2026-02-06T16:35Z [--] followers, [---] engagements
"$WYFI Institutional Shares (Long)7653764 - 20.00% (ex 13D/G) - change of 7.05MM shares 1171.10% MRQ [-------] - [-------] = +151497 $WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an 'illusion of safety' for shorts. Once a buyback triggers a supply shock retail investors will naturally FOMO https://t.co/9SJTnP2KD8 $WYFI The core efficacy of a share buyback strategy lies in $WYFIs ultra-low-float structure. The nominal float distorts the actual short interest ratio creating an"
X Link 2026-02-10T06:43Z [--] followers, [---] engagements
"$WYFI The powder keg is being refilled"
X Link 2026-02-11T01:56Z [--] followers, [---] engagements
"$WYFI Changes in Institutional Holdings (13F Filings) as of Feb [--] 9.72M Shares 10.97M - 9.72M = 1.25M Public Float (including Retail Holdings) 1.25M Shares Short Interest 2.46M Shares. Data is not real-time; discrepancies may occur"
X Link 2026-02-11T17:34Z [--] followers, [---] engagements
"$WYFI 10.26M 10.97M is the number of shares excluding those held by the holding company and insiders. Has the institutional selling not been reflected yet Honestly is there any institution that would sell at this price aside from algorithmic trading"
X Link 2026-02-12T18:59Z [--] followers, [----] engagements
"$WYFI Jane Street Group: Puts: [-----] shares (-54.64% decrease) Calls: [------] shares (New position) It appears Jane Street Group has shifted to a bullish bias. By establishing a 5:1 long-to-short ratio theyve effectively pivoted to a long position while slashing their puts by half to maintain a minimal hedge." https://twitter.com/i/web/status/2022123867654025575 https://twitter.com/i/web/status/2022123867654025575"
X Link 2026-02-13T01:41Z [--] followers, [---] engagements
"$WYFI February 14th Update Institutional Shares (Long)10804195 - 28.24% (ex 13D/G) Key institutional holder Clearfield Capital (+426.55%): [-------] shares Portfolio Allocation: 4.06% A small institutional fund but runs a high-conviction research-driven hedge fund strategy. https://twitter.com/i/web/status/2022463712028955122 https://twitter.com/i/web/status/2022463712028955122"
X Link 2026-02-14T00:11Z [--] followers, [---] engagements
"@bearangiolino @McnallieM @BitDigital_BTBT @SamirTabar Excluding special cases many small mining companies that are transitioning into data centers are still trading at just a few dollars per share. One of the reasons BTBT spun off WYFI was to separate the data center business so it could be independently re-rated by the market"
X Link 2025-12-24T09:34Z [--] followers, [--] engagements
"Merry Christmas and Happy Holidays #MerryChristmas #HappyHolidays #Korea #USA #Wholeworld"
X Link 2025-12-25T01:25Z [--] followers, [--] engagements
"In the small- and mid-cap AI sector Satan has arrived and days of darkness continue. #nasdaq #satan $wyfi"
X Link 2025-12-26T21:46Z [--] followers, [---] engagements
"@AustranSkolSwft @jimbobmcflam @jimfisher321 They stated on the earnings call that it can be built about 40% cheaper and twice as fast"
X Link 2025-12-29T22:03Z [--] followers, [--] engagements
"@AustranSkolSwft @jimbobmcflam @jimfisher321 An earnings call is effectively an extension of formal disclosures so unless the company chooses to release them its not possible to pin down the exact underlying figures. However the final headline numbers themselves should be accurate"
X Link 2025-12-29T22:08Z [--] followers, [--] engagements
"@capitaltracer Getting trapped at the top after a Nasdaq rally is a personal investment failure caused by not setting a stop-loss. At that point the only options are to wait for the next uptrend or cut the loss and try to recover"
X Link 2025-12-30T01:55Z [--] followers, [--] engagements
"One of the problems with $WYFI is the lack of retail investors. There isnt much buying support on dips and price action is largely driven by market makers and short sellers which makes the stock heavily dependent on Nasdaqs overall movement. Even a short position of just tens of thousands of shares can cause the stock to drop sharply and when the market is flat the price tends to drift lower. The actual intensity of short selling itself isnt that strong. For the stock price to move higher the Nasdaq needs to shift into an uptrend. https://twitter.com/i/web/status/2006050864973414619"
X Link 2025-12-30T17:12Z [--] followers, [---] engagements
"@Kinnjisto The ink isnt even dry yet lets stop buying puts and spreading FUD"
X Link 2025-12-30T17:20Z [--] followers, [--] engagements
"Boosteroid a cloud gaming streaming service has recently come on board as a new customer and this is an industry where acquiring new clients is relatively easy so the termination of a cloud customer agreement is not a major issue. Especially considering that an even larger contract has already been signed there is no real need to approach this situation negatively. If this contract had not happened I would have been negative as well. However this deal effectively validates the companys business model removing the major downside risks. The remaining variable is how quickly the company can"
X Link 2025-12-30T17:37Z [--] followers, [--] engagements
"$WYFI Current short volume status Other small-cap stocks usually see short volume around 30% but here its closer to 60% which causes options activity and Nasdaq movements to be overly reflected in the price. This has been the situation since the IPO and its also the reason the stock has experienced extreme spikes and crashes. Structurally its set up to surge again once sufficient liquidity comes in. This doesnt indicate heavy short interest but rather that market makers are controlling the price movement. https://fintel.io/ss/us/wyfi https://fintel.io/ss/us/wyfi"
X Link 2025-12-30T18:28Z [--] followers, [---] engagements
"@Garetharf $BTBT Anxiety $WYFI Disbelief"
X Link 2025-12-31T00:07Z [--] followers, [---] engagements
"AI data center companies carry risks. They often have a lot of debt and theres uncertainty about when theyll actually start generating revenue. When is the first major revenue expected April [----]. $WYFI #WhiteFiber"
X Link 2025-12-31T19:32Z [--] followers, [---] engagements
"For very large-scale projects in the range of several hundred megawatts to gigawatts securing power capacity is absolutely critical. $WYFI is not targeting that type of operation. As seen in the NC1 case the initial capacity is around 40MW with future expansion requiring roughly up to 99MW. Capacity at this scale is not difficult to secure. In addition the 40% cost advantage from retrofit conversion already includes 150kW-class liquid cooling. Most newly built liquid-cooled data centers coming online now are designed around 120kW-class cooling tailored for B200-class GPUs. NC1 however uses"
X Link 2026-01-01T02:52Z [--] followers, [---] engagements
"@arkham @fundstrat @BitMNR Looks like theyll need to do a capital raise. It should be fine to buy once it reaches 4% around the time Ethereum starts moving on Wall Street. $BMNR"
X Link 2026-01-01T03:24Z [--] followers, [---] engagements
"$WYFI The stock structure was designed from the start under a predefined plan. Its a structure where issuing new shares or convertible bonds is also restrictedso selling shares isnt even being considered. Unless $BTBT were on the verge of collapse which it clearly isnt. The company is financially solid. People kept asking whether shares would be sold after the February lock-up expiration so the company said they wouldnt. But in reality ever since the IPO the structure was set up so that selling shares wasnt something being contemplated in the first place even after the lock-up expires. It"
X Link 2026-01-03T07:41Z [--] followers, [---] engagements
"@Bash29398256308 It looks like new shares are being supplied for lending. Short interest keeps increasinghow are they planning to get out once the market shifts into an uptrend"
X Link 2026-01-08T15:18Z [--] followers, [--] engagements
"$WYFI From the perspective of short sellers covering their positions would require meaningful share accumulation which appears challenging given current liquidity conditions. This constraint seems to be increasingly reflected in the stock lending market"
X Link 2026-01-08T16:28Z [--] followers, [---] engagements
"As long as shares remain available to borrow short interest can theoretically continue to increase. However given the limited effective free float unwinding those positions becomes increasingly difficult. In a broader market downturn this incentivizes keeping the stock suppressed rather than actively covering. That dynamic would likely change if genuine buyingnot internal rotationemerges particularly as the Nasdaq rotates back into a risk-on uptrend. When the stock previously tested the $40 level the broader market was already weakening which prevented a meaningful retail investor base from"
X Link 2026-01-08T21:07Z [--] followers, [--] engagements
"The borrowable share supply has been refilled back up to [------] shares. Shorts are definitely under significant pressure but its not at a level where a squeeze is imminent. However relative to the effective free float the short position is excessively large so if a sharp rally comes in things could get very chaotic. https://twitter.com/i/web/status/2009597989686591691 https://twitter.com/i/web/status/2009597989686591691"
X Link 2026-01-09T12:07Z [--] followers, [--] engagements
"$WYFI In an effort to defend the [----] level short selling is being used aggressively and as a result the borrowable share supply is dropping back toward [------] shares intraday"
X Link 2026-01-09T16:12Z [--] followers, [---] engagements
"$WYFI The stock keeps getting actively suppressed with selling pressure repeatedly applied to prevent any meaningful breakout. The question is: how long can they keep it pinned below $18 Until the borrowable share balance hits zero"
X Link 2026-01-09T16:49Z [--] followers, [---] engagements
"@Bash29398256308 Personally it looks like the short position has grown so large that exiting is no longer feasible leaving them with no real option other than continuing to suppress the price"
X Link 2026-01-09T21:13Z [--] followers, [--] engagements
"There are three possible scenarios. Scenario 1: Continued external macro pressure extends the broader market downturn allowing short positions to survive for a longer period of time. Scenario 2: Borrow availability recovers under market maker mediation but shorts are still forced to unwind gradually resulting in a controlled yet sustained upward move in the stock price. Scenario 3: Borrow supply completely dries up triggering a short squeeze that escalates into a gamma squeeze leading to an explosive upside move. Scenario [--] a full-scale market crash that causes a collapse across the entire"
X Link 2026-01-09T22:56Z [--] followers, [--] engagements
"$WYFI After filtering institutional holdings for shares that are realistically available for lending the borrowable pool comes out to roughly the low-to-mid [--] million share range. Given that reported short interest stood at [---] million shares as of December [--] and considering the additional shorting used to suppress the stock around the contract announcement and the Russell inclusion its reasonable to infer that current short interest is in a similar range. Its therefore quite possible that lendable shares are either extremely scarce or nearly exhausted. With an effective free float below 3"
X Link 2026-01-10T09:47Z [--] followers, [---] engagements
"Whats ironic is that many institutions entered based on the companys long-term prospects but once inside this effectively becomes a case of easy to enter hard to exit. The stock has extremely low effective liquidity which forces holders into a de facto long-term position. Any attempt to sell a large stake would likely trigger a sharp price collapse making large-scale exits structurally difficult. https://twitter.com/i/web/status/2010127572039020842 https://twitter.com/i/web/status/2010127572039020842"
X Link 2026-01-10T23:12Z [--] followers, [--] engagements
"@noel_moore The main point of the post is that the aggressive and seemingly indiscriminate short selling may have been driven at least in part by algorithmic trading models relying on flawed or misleading data"
X Link 2026-01-10T23:20Z [--] followers, [--] engagements
"If my analysis is correct this would be a powder keg on the verge of exploding. It ultimately depends on what the bad news is. If it has little impact on the broader trend the stock could simply continue to trade sideways in the range that short sellers are aiming for. If its the kind of news that implies outright failure then theres really no need to say more. That said if borrow availability drops to zero even those assumptions would no longer matter. https://twitter.com/i/web/status/2010135412384423958 https://twitter.com/i/web/status/2010135412384423958"
X Link 2026-01-10T23:43Z [--] followers, [--] engagements
"$WYFI The increase from [-----] to 85000up by 30000looks like shares being returned by the same party that borrowed them when availability dropped from [------] to [-----]. That solves one piece of the mystery. Whoever pushed the price up to $17.71 appears to have covered their short and exited. As a result there is still no sign of any large-scale share returns or meaningful replenishment of borrow inventory. https://twitter.com/i/web/status/2010621804520648866 https://twitter.com/i/web/status/2010621804520648866"
X Link 2026-01-12T07:56Z [--] followers, [--] engagements
"$WYFI The increase from [-----] to 85000up by 30000looks like shares being returned by the same party that borrowed them when availability dropped from [------] to [-----]. That solves one piece of the mystery. Whoever pushed the price up to $17.71 appears to have covered their short and exited. As a result there is still no sign of any large-scale share returns or meaningful replenishment of borrow inventory. This looks like evidence of scalping. https://twitter.com/i/web/status/2010632168914215036 https://twitter.com/i/web/status/2010632168914215036"
X Link 2026-01-12T08:37Z [--] followers, [---] engagements
"$WYFI During the session the lendable share inventory increased to as much as [------] shares. This appears to have been a preemptive move likely at the request of market makers to prime brokers to ensure sufficient borrow availability in order to keep the stock below $20 into the January [--] options expiration. By doing so they likely aimed to prevent the risk of the lendable inventory dropping to zero. As a result short sellers are more likely attempting to hold their positions by recycling existing inventory rather than meaningfully covering at this stage. The stocks current setup is"
X Link 2026-01-12T18:34Z [--] followers, [---] engagements
"$WYFI Updated short interest just came out at around 2.25M shares matching the previously expected low-to-mid 2M range. Since this data is likely from roughly two weeks ago it is possible that short interest has continued to build and may now be closer to the mid-2 million range. We can estimate to some extent based on the numbers why a situation occurred in which available borrowable shares dropped below [------]. Assuming a conservative estimate of a [--] millionshare effective free float [----] million shares would represent approximately 75% of that float."
X Link 2026-01-12T23:56Z [--] followers, [----] engagements
"$WYFI is not failing to command a premium because of fundamentals or structural issues its simply because most people dont know about it yet. The stocks structure is already a powder keg sitting on the edge of an explosion. The real question is whether theres enough firepower to ignite it. Most of the shares have already been bought and locked up which means theres a lack of natural buying pressure. As a result market makers and short sellers are currently in control. What this stock is missing isnt fundamentals its visibility. And more importantly its confidence: the belief that buying leads"
X Link 2026-01-13T23:04Z [--] followers, [---] engagements
"$WYFI The lack of buying pressure stems from the absence of a true shareholder base or what you might call a stock fandom. In many cases following an IPO a stock will rally to an initial peak and then pull back similar to what we saw with CoreWeave. During that process shares gradually transfer from the company and early holders to retail investors and a committed shareholder base is formed. In this case however the stock hit its valuation ceiling precisely as the Nasdaq entered a downturn followed by a sharp decline. As a result there was no time for that shareholder base to form. On top of"
X Link 2026-01-14T00:22Z [--] followers, [---] engagements
"@jbdmrichar The structure for a squeeze is in place. The problem is that buying needs to come in. Whether its meme-driven buying or someone stirring things up on Reddit or X as long as buying pressure shows up a squeeze will happen"
X Link 2026-01-14T01:18Z [--] followers, [--] engagements
"The powder keg has finally ignited. Still its just a small powder keg the bigger one is still out there. $WYFI #WYFI #Cerebras #OpenAI"
X Link 2026-01-14T20:55Z [--] followers, [---] engagements
"$WYFI [---] kW per cabinet industrial-grade liquid cooling Cerebras-ready B200-ready Rubin-ready. #WYFI #Cerebras #OpenAI #150kW $WYFI There tends to be too much focus on the retrofit model alone. While the lower upfront cost of a retrofit model is certainly an advantage another key strength is its industrial-grade liquid cooling design capable of supporting up to [---] kW per rack. This level of cooling $WYFI There tends to be too much focus on the retrofit model alone. While the lower upfront cost of a retrofit model is certainly an advantage another key strength is its industrial-grade liquid"
X Link 2026-01-15T01:00Z [--] followers, [---] engagements
"$WYFI Those short sellers are on another level. A reduction of [------] shares in the borrow balance in just one day is insane. So that leaves only [-----] shares left"
X Link 2026-01-15T17:00Z [--] followers, [---] engagements
"@noel_moore This shows the underlying cause of the current decline. Rather than maintaining borrow balances at a reasonable level the sell-off suggests that a situation which had been relatively stable has turned risky again after yesterdays surprise rally"
X Link 2026-01-15T17:09Z [--] followers, [---] engagements
"Personally it appears that yesterdays surprise rally forced them to use up all the borrowed shares that had been reserved for upside defense which is why they seem to have borrowed another [------] shares in order to push the price back down. I suspect that short interest may have climbed back into the mid-2 million share range. https://twitter.com/i/web/status/2011851239605354766 https://twitter.com/i/web/status/2011851239605354766"
X Link 2026-01-15T17:21Z [--] followers, [--] engagements
"Thats because there are already [----] million shares sold short. Short-term short trades may not carry much risk but for those holding large short positions if the stock starts to run they ultimately have no choice but to borrow more shares to keep pressing it down. I had expected the situation to stabilize gradually and for positions to be reduced over time but yesterdays surprise rally disrupted that balance. https://twitter.com/i/web/status/2011853871602417732 https://twitter.com/i/web/status/2011853871602417732"
X Link 2026-01-15T17:31Z [--] followers, [--] engagements
"$WYFI What shareholders should really worry about is shorts exiting safely by pinning the stock sideways and letting time decay work in their favornot aggressive attempts to slam the price down after a sharp rally. If a companys fundamentals are strong accumulating short volume is nothing more than gunpowder piling up in a powder keg. https://twitter.com/i/web/status/2011859069666238936 https://twitter.com/i/web/status/2011859069666238936"
X Link 2026-01-15T17:52Z [--] followers, [---] engagements
"@TradeG0pher @noel_moore In a liquidity pool like this a short position of that size will simply get pushed through the market. Just looking at the changes in short interest you can see that they move in lockstep with the stocks price action"
X Link 2026-01-15T22:27Z [--] followers, [--] engagements
"@BuyingFDs The decline was caused by short selling not by natural selling pressure. You only need to look at the decrease in borrowed shares"
X Link 2026-01-15T23:31Z [--] followers, [--] engagements
"$WYFI What were seeing from short sellers here is simply basic arithmetic. With an effective free float of under [--] million shares and roughly 2.02.5 million shares sold short theres no easy way out. Early on they can buy back and return a few hundred thousand shares. But the more they try to cover the smaller the available liquidity pool becomesmaking the process exponentially harder. At this point the only lever left is to suppress the price as much as possible to discourage demandexactly what were seeing now. Digging deeper: On the 14th a sudden news catalyst triggered a surge in buying"
X Link 2026-01-16T00:29Z [--] followers, [----] engagements
"@noel_moore If you believe in a long-term Nasdaq uptrend and in the companys growth then the answer is yes. In the short term however no one really knows. That would be the same answer no matter who you ask"
X Link 2026-01-16T00:57Z [--] followers, [---] engagements
"The takeaway is simple: if this were real selling shorts wouldnt have needed [------] shares50000 would have done the job. $WYFI #JustMath #NotRealSelling"
X Link 2026-01-16T01:37Z [--] followers, [---] engagements
"This research was published on December [--]. After that on the 18th a 40MW contract was signed. Moreover the company operates a retrofit-based business model that differs from other data center companiesdelivering capacity twice as fast and at roughly 40% lower cost. For that reason applying conventional relative valuation based on standard analyses is not particularly meaningful"
X Link 2026-01-16T03:24Z [--] followers, [---] engagements
"$WYFI Is this what they call "Liquidity Engineering""
X Link 2026-01-16T08:41Z [--] followers, [----] engagements
"Tech Test : MTL3(Cerebras 5MW) Validation : NC1(Nscale 40MW) Expansion (Scale-up) : Now 8-K 25Q4 : $22.7 million to $25.1 million The company plans to issue up to $230 million in convertible bonds. The transition to the expansion phase has materialized much sooner than anticipated. It looks like the next deal is taking shape faster than anticipated. $WYFI #WYFI #WhiteFiber https://twitter.com/i/web/status/2014131284667466051 https://twitter.com/i/web/status/2014131284667466051"
X Link 2026-01-22T00:21Z [--] followers, [--] engagements
"Tech Test : MTL3(Cerebras 5MW) Validation : NC1(Nscale 40MW) Expansion (Scale-up) : Now 8-K 25Q4 : $22.7 million to $25.1 million The company plans to issue up to $230 million in convertible bonds. The transition to the expansion phase has materialized much sooner than anticipated. It looks like the next deal is taking shape faster than anticipated. $WYFI #WYFI #WhiteFiber #revenue_generated_within_1yr https://twitter.com/i/web/status/2014131720505921908 https://twitter.com/i/web/status/2014131720505921908"
X Link 2026-01-22T00:23Z [--] followers, [---] engagements
"$WYFI Use of Proceeds (Summary from SEC Filings) The Company intends to use the net proceeds from the offering for the following purposes: [--]. Infrastructure Expansion and Site Acquisition Property Acquisition: To fund the lease or purchase of additional properties for new data center sites. Development & Construction: To cover costs associated with the construction of facilities and the build-out of infrastructure required to support High-Performance Computing (HPC). Energy Infrastructure: To fund energy service agreements and investments in power-related infrastructure to secure necessary"
X Link 2026-01-22T01:37Z [--] followers, [--] engagements
"With a conversion price of $25.91 we have to assume it will be exercised. It represents a scenario where it likely won't take long either. Coupons or maturity dates are irrelevant here. The core factor is the absurdly large scale of the zero-strike call options. It amounts to $120M for [---] million shares with an average price of $20.32. This mechanism will serve to absorb the convertible bonds without a significant increase in the outstanding share count. Essentially that volume is being purchased and locked up by the institutions that accepted the call options"
X Link 2026-01-23T06:18Z [--] followers, [---] engagements
"@Bash29398256308 Think about it: they have to buy [---] million shares out of a tiny float of just [--] million. That means over half the float gets locked up instantly. With the lending market already bone-dry this isn't just a powder kegit has the potential to be a total nuclear bomb"
X Link 2026-01-23T08:34Z [--] followers, [--] engagements
"It appears the primary focus of this convertible note is to buoy the stock price and enhance corporate valuation in preparation for future expansion utilizing the financial engineering of zero-strike call options which consumed over half the proceeds. The remaining $80M will likely be deployed for the purposes outlined in the disclosure. https://twitter.com/i/web/status/2014627124674707711 https://twitter.com/i/web/status/2014627124674707711"
X Link 2026-01-23T09:11Z [--] followers, [---] engagements
"@OnlyKlans1 This may be why the company keeps emphasizing the six-month timeframe in its posts. Ultimately the justification for the multiple comes from faster deployment speed lower costs and robust cooling infrastructure"
X Link 2026-01-24T17:50Z [--] followers, [--] engagements
"@Shebes63083 Essentially a zero-strike call option is the right to acquire shares at $0 which effectively functions like a share cancellation (stock burn). Investment banks are required to hold the underlying shares almost immediately and that volume amounts to [---] million shares"
X Link 2026-01-26T15:51Z [--] followers, [---] engagements
"Lets just lay out the numbers. An [--] millionshare float with [---] million shares held by 13F-reporting institutions. Russell index buying and retail shareholder holdings are excluded. On top of that there are roughly [----] million shares sold short which results in a Fintel Short Squeeze Score of [-----] Now what happens if an additional [---] million shares are tied up through zero-strike call option purchases https://twitter.com/i/web/status/2015908727417974860 https://twitter.com/i/web/status/2015908727417974860"
X Link 2026-01-26T22:04Z [--] followers, [--] engagements
"$BTBT $WYFI Bit Digital Europe https://www.actusnews.com/en/financiere-marjos/pr/2025/11/28/bit-digital-inc_-acquiert-le-controle-de-financiere-marjos-scahl=ko-KR https://www.actusnews.com/en/financiere-marjos/pr/2025/11/28/bit-digital-inc_-acquiert-le-controle-de-financiere-marjos-scahl=ko-KR"
X Link 2025-12-06T04:02Z [--] followers, [---] engagements
"$WYFI The short balance is almost at zero with just tiny shifts of 5k sharesprobably just to keep it from bottoming out completely. Seeing it trade sideways on the 20th while the rest of the market was dumping makes me think the shorts are losing their grip"
X Link 2026-01-21T00:00Z [--] followers, [---] engagements
"$WYFI Convertible bonds = contracts or land acquisition = additional revenue generated within one year"
X Link 2026-01-21T21:57Z [--] followers, [---] engagements
"With major contracts signed and earnings growth secured selling now while the price is temporarily suppressed by the broader market downturn would be a complete lack of foresight"
X Link 2026-02-02T00:12Z [--] followers, [---] engagements
"@Panagio63396350 This is a typical characteristic of illiquid stocks. Buying pressure can cause prices to skyrocket out of control while selling pressure can lead to equally drastic plunges"
X Link 2026-02-03T18:26Z [--] followers, [--] engagements
"@OnlyKlans1 If we see another market crash it could be as dangerous as the previous gamma traps. Otherwise this just looks like a temporary blip"
X Link 2026-01-30T21:36Z [--] followers, [---] engagements
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