[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@jermseesghosts](/creator/twitter/jermseesghosts) "WhiteFiber ( $WYFI ) a data center machine thats criminally overlooked. 100MW locked in with Duke Energy = $800M ARR at $8M/MW spinning off $280M EBITDA at XX% margins. On even a 15x multiple thats $4.2B EV or 5x upside to $110/share. They build 2x faster and XX% cheaper than peers sit on a debt-free balance sheet with $200M IPO cash and only have 9M shares floating. Thats a setup begging for a squeeze the moment client logos hit the tape. $WYFI" [X Link](https://x.com/jermseesghosts/status/1972121043184533754) [@jermseesghosts](/creator/x/jermseesghosts) 2025-09-28T02:07Z 1606 followers, 4467 engagements "TeraWulf ( $WULF ) might be one of the most mispriced AI infra plays out there. 360MW w/ FluidStack = $6.7B locked rev (up to $8.7B w/extensions). Google owns XX% + $3.2B backstop de-risking execution. Q2 rev +34% YoY ($47.6M) $90M cash/BTC $1B converts placed. XX% nuclear/hydro power among the cleanest operators in the sector. $WULF" [X Link](https://x.com/jermseesghosts/status/1972841147941699646) [@jermseesghosts](/creator/x/jermseesghosts) 2025-09-30T01:49Z 1607 followers, 3137 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jermseesghosts
"WhiteFiber ( $WYFI ) a data center machine thats criminally overlooked. 100MW locked in with Duke Energy = $800M ARR at $8M/MW spinning off $280M EBITDA at XX% margins. On even a 15x multiple thats $4.2B EV or 5x upside to $110/share. They build 2x faster and XX% cheaper than peers sit on a debt-free balance sheet with $200M IPO cash and only have 9M shares floating. Thats a setup begging for a squeeze the moment client logos hit the tape. $WYFI"
X Link @jermseesghosts 2025-09-28T02:07Z 1606 followers, 4467 engagements
"TeraWulf ( $WULF ) might be one of the most mispriced AI infra plays out there. 360MW w/ FluidStack = $6.7B locked rev (up to $8.7B w/extensions). Google owns XX% + $3.2B backstop de-risking execution. Q2 rev +34% YoY ($47.6M) $90M cash/BTC $1B converts placed. XX% nuclear/hydro power among the cleanest operators in the sector. $WULF"
X Link @jermseesghosts 2025-09-30T01:49Z 1607 followers, 3137 engagements
/creator/twitter::72996286/posts