⸻
Why $23 Makes Sense:
• Strong Market Interest
The IPO is priced at the top of its range—$17—which already suggests robust investor demand as it opens trading.
• Attractive AI Infrastructure Theme
WhiteFiber operates in the hot AI infrastructure space, offering GPU‑as‑a‑service via Tier‑3 data centers with NVIDIA partnerships.
• Competitive Valuation vs. Peers
With a price-to-sales (P/S) ratio of ~8.3, WYFI is priced lower than peers like CoreWeave (13×) and Applied Digital (24×), creating room for multiples to expand as sentiment rises.
• IPO Buzz is Real
As an “AI mini CoreWeave” story with early profitability and solid revenue growth (105% YoY in Q1 2025), it’s likely to attract speculative buying that fuels a strong debut.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
3
Report
Login to post

No comments yet
