· 个股论点
应粉丝要求，进一步研究了 $CIFR。在股价下跌 17.54% 时买入是个好机会。考虑到宏观因素，加上资产负债表上持有 1,414 枚比特币（-6.32%），这很可能是过度反应。 $30 亿的交易为期 10 年，相比之下 $NBIS 的 $170 亿交易仅为 5 年。刚刚（1 小时前）公布的 10 亿+ 稀释消息，且利率为 0%（不同于 $CRWV 的 9%），这其实是利好。当前价格 $16.06 高于市场利率 38%+。 这就是正确的稀释方式。 资产负债表上债务也很低，虽然可能还会有更多稀释，但之后应该会上涨。接近该数值时可能会有短期压力，但风险回报比仅针对股票而言是很好的。 目前我仍更偏好 NBIS > CIFR，可能会在这些价位再买入 $30 万 NBIS，CIFR 可能会买一点点，但它依然是一家很扎实的公司。
As promised to a follower, looked into $CIFR more. Good buy on the 17.54% drop. It's ikely an overreaction due to the fact they had 1,414 BTC (-6.32%) on the balance sheet on top of macro. $3B deal was over 10y, compared to $NBIS $17B for 5 years. 1B+ dilution news just now (1h ago), 0% interest (unlike $CRWV 9%) is really positive. It's at 38%+ above current market rate at $16.06. This is how you do dilution. Very low debt on balance sheet too, there's probably going to be more dilution too but should rise afterward. There's likely going to be short term pressure approaching that number but risk-return shares only is good. As of now I'd prefer NBIS > CIFR though and would probably just buy another $300k worth of NBIS at these levels, I'll probably buy a tiny bit but still a solid company.