$WYFI +15% pre-mkt on EPS beat across the board >Rev $28.8M, street was at $19-24M but ~$12M was a termination payment (previously disclosed) so don't get too excited >NC-1 finally billing. RPO barely moved ($924M --> $933M, basically all Nscale) >Signs $380M+ in NEW cloud deals since May call: Baseten ($165M, 1,392 B300s, Ontario, Nov '26), Prime Intellect ($108M, 576 Vera Rubins, their first VR deployment, Q2 '27), Iceland ($87.5M, 5yr + rev share); Paris deal ($160M, previously announced) also in the mix >NC-1 refi in exclusivity. If it closes, capital recycles into next site, late-stage diligence per press release. 57% short interest but probably half is arb hedging given the $230M convert ($25.90 conversion price). Call at 9am.
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