中文翻译
Boost 此前预测其年度经常性收入(ARR)为2.75亿美元，毛利率75%，IPO估值6亿美元。我不认为那个790万美元的数字是准确的。此外，Fluidstack 1.8亿美元的 ARR 很可能是一个严重滞后的快照，因为那是2024年的数据。目前尚不清楚他们与 Fluidstack 的合作模式，但鉴于 $CIFR 和 $WULF 正是通过这种方式获得合同，他们有望获得 $GOOGL 等 Mag7 客户的业务。
· 个股论点
质疑Boost财务数据准确性，分析其与Fluidstack合作及获Mag7客户潜力。
英文原文
Boost was projecting ARR of $275M forward revenue, 75% gross margin, IPO at $600m valuation. Don't think that $7.9m number was accurate. Also Fluidstack's ARR at $180m is likely a way lagging snapshot since that was 2024. Not too clear how they work with Fluidstack yet, there's potential for Mag7 clients like $GOOGL since that's how $CIFR and $WULF got the contracts.