WhiteFiber: two new AAIG deep dives are now live. We have followed (and invested) in the neocloud and AI infrastructure market for some time, including companies such as $NBIS and $IREN , but also across the stack with Celestica. That wider perspective that we have and continue to strenghten made this call valuable beyond $WYFI itself: management’s commentary also gave us a clearer view of where customer demand is moving and how the broader market is developing. 01 | MANAGEMENT CALL + STRATEGIC ANALYSIS 17 pages of our complete WhiteFiber management-call write-up, combined with our analysis of management’s commentary and the company’s positioning. We cover WhiteFiber’s capital strategy, the Token Factory, its growing partner model, Project Redwood and how these different parts could fit together over the longer term. 02 | INSIDE NC1: AN DC ENGINEER’S REVIEW WhiteFiber also recently released new footage from NC1. Our data center engineer reviewed the video step by step, examining what the footage reveals about the liquid-cooling system, power infrastructure, rack deployment and overall progress of the build. So all angles✍️ Both articles are now available to AAIG members. Link in bio!