Investing

Inference is the annuity: the WYFI thesis

Byrosanna prestia July 10, 2026

This is the whole $WYFI thesis in a nutshell.

Training is episodic → a capex spike that ends. Inference is the annuity → recurring, high-utilization, compounding with every agent deployed. $WYFI is built for the annuity: metro-adjacent sites for low latency, cross-data-center orchestration rolling out, owns the buildings AND the GPUs so the utilization margin stays home.

The demand already printed → $921M contracted, 10x annualized revenue, anchor live and billing.

Long $WYFI

Investing

The future economy: 8 infrastructure sectors for the next decade
Byrosanna prestia May 31, 2026

THE FUTURE ECONOMY – MAPPED Everyone’s arguing about which stock wins. 8 sectors – the infrastructure the next decade actually runs on PHOTONICS -> light kills copper $CRDO $SIVE $AAOI AI INFRASTRUCTURE -> the compute buildout $IREN · $NBIS $DGXX

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Investing

Built to grow: 12 companies and FY2026e revenue growth
Byrosanna prestia June 21, 2026

12 companies built to grow revenue tremendously over the next three years. Not the mega-caps everyone owns. The layers underneath them, across compute, photonics, energy, physical AI and space. Growth rates below. Stay to the end for the part that actually matters: what you pay for it.

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Investing

AI’s bottleneck is power, and the grid is tapped out
Byrosanna prestia June 21, 2026

AI’s bottleneck is no longer chips. It is power, and the grid is tapped out. Gas turbines: backordered to 2030. Nuclear: a decade out. Solar plus storage: built in months. $TE builds both on US soil, and demand for its 2027 to 2028 output already exceeds everything it can make.

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Investing

Multiples don’t re-rate when the business changes
Byrosanna prestia July 7, 2026

Multiples don’t re-rate when the business changes. They re-rate when the market finally rewrites the label. Fifteen names still filed under what they used to be: miner, SPAC, camera chips, satellite hardware. The business moved. The bucket didn’t. The gap between the label and the reality is the setup. RE-RATE WATCHLIST The market is often…

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Investing

The future economy is one machine
Byrosanna prestia September 7, 2026

AI isn’t a sector. Crypto isn’t a sector. Software isn’t a sector. They’re one circuit, and the tickers are just where you plug in. Here’s the circuit: ENERGY feeds it: $BE $VST $TE Electrons are the raw material. Substations take years, so this is where the shortage lives. COMPUTE runs on it: $IREN $NBIS $CIFR…

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Investing

The next decade of AI, mapped by what must physically exist at each stage
Byrosanna prestia July 25, 2026

McKinsey, Goldman, PwC and Gartner publish the forecasts. Almost nobody maps them to the layers that must be built first. That’s the part investors can underwrite. 2026 is enterprise scale: roughly $725B of infrastructure spend, with tokens acting like refined electricity. The spend flows through $NVDA, $AVGO and $TSM, then lands on power and land…

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