Company claims solution eliminates cross-data-center bandwidth constraints, now available for enterprise customers
첫날 -5.8% · 5일 후 -5.5%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 +0.3% · 5일 후 -9.0%
이전 이벤트 14건›
기업
BTBT discloses 150K ETH holdings and 70% WYFI stake영어 원문
BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
첫날 +2.8% · 5일 후 -31.5%
›전개 과정 5회
2026-08-17Company announcement confirms acquisition of NC-2 and NC-3 sites, continuing NC data center campus expansion
2026-08-19Company announces proposed $250M convertible notes private placement, plus $37.5M option, for debt refinancing and data center/GPU expansion
2026-08-19Offering upsized from initial plan; raise equals ~25% of pre-drop market cap
2026-08-21BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
2026-08-21BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
8-K 공시
8-K: 중요 계약 체결, Reg FD 공시
첫날 +2.8% · 5일 후 -31.5%
실적호재
WYFI Analyst Bullish on NC-1 Ramp and Cloud Expansion영어 원문
Needham reiterates Buy with $38 PT; Q2 call focuses on NC-1 billing and cloud expansion
첫날 +18.0% · 5일 후 -25.2%
›전개 과정 2회
2026-08-12Strong Q2 beat with robust AI infrastructure contract pipeline, signaling high demand for high-density GPU capacity
2026-08-13Needham reiterates Buy with $38 PT; Q2 call focuses on NC-1 billing and cloud expansion
실적
실적 발표
첫날 -1.3% · 5일 후 -25.0%
기업호재
WYFI-Krambu Deal Adds 100MW Liquid-Cooled GPU Capacity by 2027영어 원문
Exclusive operator role expands liquid-cooled AI infrastructure footprint, supporting long-term growth
첫날 +18.0% · 5일 후 -25.2%
실적
실적 발표
첫날 +18.0% · 5일 후 -25.2%
기타
WYFI Earnings Loom, Project Redwood Test Results Draw Attention영어 원문
Earnings schedule already tracked; new independent source adds Project Redwood test metrics (111.2Tbps/83km/0.9ms), reinforcing AI infra narrative.
첫날 -2.5% · 5일 후 -6.0%
›전개 과정 5회
2026-07-17Multiple sources note broad decline in AI/data center stocks, WYFI among leaders, no fundamental change
2026-07-30M6 reports $100M loan for WYFI; M1 notes leverage liquidations in sector, extending prior pullback
2026-07-30WYFI holds 200-day MA for 4th day and bounces, while multiple data center stocks surge double digits, indicating sector sentiment recovery.
2026-08-08Earnings calendar confirms WYFI reporting; Texas ERCOT audit highlights power scarcity for operators
2026-08-09Earnings schedule already tracked; new independent source adds Project Redwood test metrics (111.2Tbps/83km/0.9ms), reinforcing AI infra narrative.
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +9.5% · 5일 후 -9.0%
규제악재
NY Halts Large Data Center Permits; WYFI, AI Cloud Stocks Under Pressure영어 원문
Multiple sources cite WYFI gains and bullish views, but no new facts, just reiteration of existing event.
첫날 -6.3% · 5일 후 -4.5%
›전개 과정 6회
2026-07-15NY is first US state to pause new hyperscale data center permits (50MW+), pressuring WYFI and other AI cloud names on expansion outlook
2026-07-16Multiple sources confirm WYFI declined post-moratorium, now at weekly gold zone; focus on whether support holds.
2026-07-17Multiple sources indicate significant pullbacks in AI cloud stocks since June highs, with sentiment weak.
2026-07-19Analyst: 80% new US DC capacity pre-leased; WYFI holds scarce power-ready sites and GPUs
2026-07-21Sector peers rally on new contracts/leases; WYFI rises on sentiment, no company-specific news
2026-07-22Multiple sources cite WYFI gains and bullish views, but no new facts, just reiteration of existing event.
규제악재
WYFI Pressured After NY Moratorium, Technical Support Emerges영어 원문
Multiple sources confirm WYFI decline due to NY moratorium, but technicians see weekly gold zone as support.
첫날 -6.3% · 5일 후 -4.5%
›전개 과정 2회
2026-07-15NY becomes first state to pause hyperscale data centers >50MW, causing sector-wide reaction
2026-07-15Multiple sources confirm WYFI decline due to NY moratorium, but technicians see weekly gold zone as support.
애널리스트호재
WYFI backed by multiple accounts, holding key retest zone영어 원문
At least 3 independent X accounts cited WYFI on same day, 2 directly bullish on technicals or fundamentals
첫날 -14.2% · 5일 후 -11.5%
기타호재
WYFI Strengthens AI Power Scarcity Narrative via Nscale UK Delay vs NC-1 Billing영어 원문
Nscale UK site delayed to post-2027 on grid power, while NC-1 capacity with WYFI is powered and billing, highlighting WYFI as grid-bottleneck solution
첫날 +9.9% · 5일 후 -20.6%
›전개 과정 2회
2026-07-08≥3 independent X accounts link WYFI to power-capacity scarcity and neocloud landlord thesis
2026-07-14Nscale UK site delayed to post-2027 on grid power, while NC-1 capacity with WYFI is powered and billing, highlighting WYFI as grid-bottleneck solution
Company claims solution eliminates cross-data-center bandwidth constraints, now available for enterprise customers
첫날 -5.8% · 5일 후 -5.5%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 +0.3% · 5일 후 -9.0%
기업
BTBT discloses 150K ETH holdings and 70% WYFI stake영어 원문
BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
첫날 +2.8% · 5일 후 -31.5%
›전개 과정 5회
2026-08-17Company announcement confirms acquisition of NC-2 and NC-3 sites, continuing NC data center campus expansion
2026-08-19Company announces proposed $250M convertible notes private placement, plus $37.5M option, for debt refinancing and data center/GPU expansion
2026-08-19Offering upsized from initial plan; raise equals ~25% of pre-drop market cap
2026-08-21BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
2026-08-21BTBT claims dual exposure via ETH holdings and 70% WYFI ownership
8-K 공시
8-K: 중요 계약 체결, Reg FD 공시
첫날 +2.8% · 5일 후 -31.5%
실적호재
WYFI Analyst Bullish on NC-1 Ramp and Cloud Expansion영어 원문
Needham reiterates Buy with $38 PT; Q2 call focuses on NC-1 billing and cloud expansion
첫날 +18.0% · 5일 후 -25.2%
›전개 과정 2회
2026-08-12Strong Q2 beat with robust AI infrastructure contract pipeline, signaling high demand for high-density GPU capacity
2026-08-13Needham reiterates Buy with $38 PT; Q2 call focuses on NC-1 billing and cloud expansion
이전 이벤트 11건›
실적
실적 발표
첫날 -1.3% · 5일 후 -25.0%
기업호재
WYFI-Krambu Deal Adds 100MW Liquid-Cooled GPU Capacity by 2027영어 원문
Exclusive operator role expands liquid-cooled AI infrastructure footprint, supporting long-term growth
첫날 +18.0% · 5일 후 -25.2%
실적
실적 발표
첫날 +18.0% · 5일 후 -25.2%
기타
WYFI Earnings Loom, Project Redwood Test Results Draw Attention영어 원문
Earnings schedule already tracked; new independent source adds Project Redwood test metrics (111.2Tbps/83km/0.9ms), reinforcing AI infra narrative.
첫날 -2.5% · 5일 후 -6.0%
›전개 과정 5회
2026-07-17Multiple sources note broad decline in AI/data center stocks, WYFI among leaders, no fundamental change
2026-07-30M6 reports $100M loan for WYFI; M1 notes leverage liquidations in sector, extending prior pullback
2026-07-30WYFI holds 200-day MA for 4th day and bounces, while multiple data center stocks surge double digits, indicating sector sentiment recovery.
2026-08-08Earnings calendar confirms WYFI reporting; Texas ERCOT audit highlights power scarcity for operators
2026-08-09Earnings schedule already tracked; new independent source adds Project Redwood test metrics (111.2Tbps/83km/0.9ms), reinforcing AI infra narrative.
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +9.5% · 5일 후 -9.0%
규제악재
NY Halts Large Data Center Permits; WYFI, AI Cloud Stocks Under Pressure영어 원문
Multiple sources cite WYFI gains and bullish views, but no new facts, just reiteration of existing event.
첫날 -6.3% · 5일 후 -4.5%
›전개 과정 6회
2026-07-15NY is first US state to pause new hyperscale data center permits (50MW+), pressuring WYFI and other AI cloud names on expansion outlook
2026-07-16Multiple sources confirm WYFI declined post-moratorium, now at weekly gold zone; focus on whether support holds.
2026-07-17Multiple sources indicate significant pullbacks in AI cloud stocks since June highs, with sentiment weak.
2026-07-19Analyst: 80% new US DC capacity pre-leased; WYFI holds scarce power-ready sites and GPUs
2026-07-21Sector peers rally on new contracts/leases; WYFI rises on sentiment, no company-specific news
2026-07-22Multiple sources cite WYFI gains and bullish views, but no new facts, just reiteration of existing event.
규제악재
WYFI Pressured After NY Moratorium, Technical Support Emerges영어 원문
Multiple sources confirm WYFI decline due to NY moratorium, but technicians see weekly gold zone as support.
첫날 -6.3% · 5일 후 -4.5%
›전개 과정 2회
2026-07-15NY becomes first state to pause hyperscale data centers >50MW, causing sector-wide reaction
2026-07-15Multiple sources confirm WYFI decline due to NY moratorium, but technicians see weekly gold zone as support.
애널리스트호재
WYFI backed by multiple accounts, holding key retest zone영어 원문
At least 3 independent X accounts cited WYFI on same day, 2 directly bullish on technicals or fundamentals
첫날 -14.2% · 5일 후 -11.5%
기타호재
WYFI Strengthens AI Power Scarcity Narrative via Nscale UK Delay vs NC-1 Billing영어 원문
Nscale UK site delayed to post-2027 on grid power, while NC-1 capacity with WYFI is powered and billing, highlighting WYFI as grid-bottleneck solution
첫날 +9.9% · 5일 후 -20.6%
›전개 과정 2회
2026-07-08≥3 independent X accounts link WYFI to power-capacity scarcity and neocloud landlord thesis
2026-07-14Nscale UK site delayed to post-2027 on grid power, while NC-1 capacity with WYFI is powered and billing, highlighting WYFI as grid-bottleneck solution
