Aug. 9 at 4:12 PM
$AIFA : One of the More Interesting AI Microcaps on My Radar
The deeper I dig into AIFA, the more interesting the setup gets. Tight share structure combined with a major expansion into AI infrastructure.
▶️ 2.92M float
▶️ No active offering/dilution filing found in my latest SEC check
▶️ HyalRoute agreements cover around 57.67% ownership, with
$AIFA targeting 67%–90%
▶️ Planned
$300M, 400-PFLOPS silicon photonics AI supercomputing center
▶️ HyalRoute projects revenue of
$280M in 2026,
$530M in 2027 and
$930M in 2028
▶️ Projected 2028 net profit:
$470M
▶️ LittleVault targeting 1,500 creators, 40M monthly active users and
$60M revenue within 3 years
▶️ 9 exclusive core creator IPs signed, including two with 10M+ followers each
At
$10/share, I believe the valuation could still look small relative to the scale of what management is projecting across AI compute, fiber infrastructure and AI applications.
Took position Friday before close around 2.20$.
Sector Peers:
$APLD $CIFR $WULF