$NUAI
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若消除EPFA及稀释顾虑，NUAI或为优质投资标的。
@consmnesique 是的，我会去参观 $NUAI，并感谢 @Thebullwhisper、@chaptimustrades 和其他提到它的人的评论。我一个月左右的主要担忧是 EPFA 和未来稀释。但如果这些都不存在了，那可能是一项很棒的投資。
英文原文
@consmnesique Yep I'll visit $NUAI and appreciate the other comments from @Thebullwhisper, @chaptimustrades and others mentioning it. My main concern a month or so ago was that EPFA and future dilution. But if that's gone, would probably be a great investment.
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看好NBIS/CIFR，拒绝参与NUAI的恶性稀释。
@Lotterystonks @GClandesti37321 我很乐意在 $NBIS 或 $CIFR 以良好条款完成稀释并实现规模化后投资。但如果 $NUAI 以低于市场价95%的价格稀释现有持有者10亿美元以上，并将规模扩大至30多亿股，那我就不想参与。
英文原文
@Lotterystonks @GClandesti37321 I'm happy to invest like $NBIS or $CIFR after they completed their dilution at good terms and are scaling. But if $NUAI are diluting existing holders $1B+ and scaling that to 3B+ more shares at 95% under market rate, then I don't want to participate.
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警告 $NUAI 严重稀释风险，认为散户难获益。
我之前研究过 $NUAI，除非他们进行再融资，否则其稀释问题对散户投资者来说是一个危险信号。他们与 ATW AI LLC 有一项股权融资协议，允许以 95% 的市场折扣发行价值 10 亿美元的股票。重申一遍：存在远低于市场价的稀释潜力。他们还提议另外授权发行 30 亿股以上。除非他们进行再融资或避免从员工持股计划 (EPFA) 中提款，否则我看不到散户持有者除了短期拉升和大幅扩张营收（这涉及稀释和融资）之外，还能从持股中获得什么好处。
英文原文
I looked into $NUAI earlier, their dilution is a red flag for retail investors unless they refinance. They have an equity financing with ATW AI LLC allowing issuance of $1B of shares 95% market discount. Repeat: Way below-market dilution potential. They also proposed another 3B+ share authorization. Unless they refinance or avoid drawing from the EPFA, I don't see how retail holders can benefit from holding shares apart from short term pumps + expanding rev by a ton (which involves dilution + financing).
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NUAI存在严重稀释风险，以低价向关联方增发，散户资金面临被掏空隐患。
所以我花更多时间对 $NUAI 做了尽职调查(DD)，发现了一些巨大的红旗：他们目前已以约860万美元的价格售出了1290万股。但有一份针对“ATW AI LLC”的10亿美元股票的超额配售权(EPFA)，定价为市场价的95%（“定价期内成交量加权平均价(VWAP)或最低交易价格中较低者的95%”）。简单来说，目前流通股本为5000万股，但有7.63亿股待稀释，以低于市场价95%的价格摊薄给股东，无论散户买多少。即使市值为4000万美元，他们也可以通过出售价值10亿美元以上的股票随时将市值稀释回2000万美元。他们还最近向“ATW AI”提议了30亿股稀释。除非股票能产生巨额收入/利润，否则早期买家可能会不断被稀释。这可能是我见过的最糟糕的有毒散户股东稀释性融资，否则我本可以轻松投入10万美元。我不确定是否信任该公司不只是拿散户的钱，以低于市场价95%的价格出售，然后将其转化为资产负债表。但如果他们不继续发行新股，结果可能会不错。
英文原文
So I spent more time to do DD on $NUAI and found some really big red flags: They've sold 12.9M shares for ~$8.6M so far. But have a EPFA for $1B in shares to "ATW AI LLC" for 95% under market rate. "95% of the lower of VWAP or lowest trading price in the pricing period" In simple terms 50m currently traded shares currently but with 763 million shares pending dilution on shareholders at under 95% market rate whatever retail buys at. Even at a $40m market cap, they can dilute anytime back to $20m by selling $1B+ worth. They also proposed a 3 Billion share dilution to "ATW AI" recently. So unless the stock can produce an enormous amount of revenue/profit, early buyers would likely just keep get diluted. This is probably one of the worst toxic retail shareholder dilutive financing I've seen, otherwise I would have put $100k in it easily. I'm not sure if I'd put my trust in the company not just taking retail funds, selling 95% under market rate, then converting that to the balance sheet. But it could turn out well if they don't draw.