Company coverage
Research snapshot 2026-08-31
Research activity
WYFI 6 trade records · 0 option records · 2026-05-04 → 2026-08-17Moat
NarrowAI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests on having capital a…
Physical assets
ModerateNC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utilization drops or compet…
Software / hardware
Software15%
Hardware85%
Growth. Nscale $865M colocation contract monetization begins as NC-1 campus scales to 99MW with Duke Energy, targeting 200MW expansion for AI compute demand. Primary assets. NC-1 campus Madison NC (under construction), 99MW Duke Energy PPA (expandab…
- manual · sw-hw
Growth. Nscale $865M colocation contract monetization begins as NC-1 campus scales to 99MW with Duke Energy, targeting 200MW expansion for AI compute demand. Primary assets. NC-1 campus Madison NC (under construction), 99MW Duke…
- manual · physical-assets
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utiliza…
- manual · moat
AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-17 | BUY | Equity | +5% |
| 2026-07-06 | SELL | Equity | +100% |
| 2026-05-08 | BUY | Equity | +9% |
| 2026-05-05 | BUY | Equity | +8% |
| 2026-05-05 | BUY | Equity | +10% |
| 2026-05-04 | BUY | Equity | +26% |
Notes
Full portfolio moat / asset analysis
AI data center operator with a 10-year, 40 MW colocation agreement with Nscale . Forecasts 76 MW of gross capacity by end of 2026. No proprietary technology moat, no regulatory moat, no network effects. Competitive position rests on having capital and real estate agreements to build before competitors — a temporary first-mover advantage that erodes as well-…
Full portfolio moat / asset analysis
NC-1 campus in Madison, North Carolina under construction. ~$150M equity invested. Tier 3-equivalent facilities with 99 MW Duke Energy capacity agreement expandable to 200 MW. Capital-intensive but value erodes rapidly if utilization drops or competing facilities offer superior efficiency.
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