中文翻译
@cronked 谢谢！回复晚了，但在下跌后我买入了一些 $IREN。它比 $NBIS、$CIFR、$WULF 更具投机性，但我预计未来会有超大规模云服务商(hyperscaler)的合同。显然 $NBIS 的非对称回报(asymmetric return)潜力最大，但拥有其他新云(neoclouds)公司也不错。
· 个股论点
买入IREN，看好其获超大规模云服务商合同潜力。
英文原文
@cronked Thanks! late reply, but I bought some $IREN after the drop. It's more speculative than $NBIS, $CIFR, $WULF, but I'd expect a hyperscaler contract down the road. Obviously $NBIS is most asymmetric return but wouldn't be bad to have other neoclouds up there too