中文翻译
@theBTCMiningGuy 所以我提出的观点是细微的，我仍然看好 $IREN、$WULF、$CIFR 等股票，并相信 Neocloud 板块将迅速扩张。只是指出在规模化过程中并非所有执行都会完美，存在现实的 downside risk（下行风险），我个人也调整了投资组合头寸。
· 个股论点
看好Neocloud板块，但提示规模化执行风险并调整持仓。
英文原文
@theBTCMiningGuy So the point I made was nuanced, I’m still bullish on stocks like $IREN, $WULF, $CIFR and believe the Neocloud sector will expand rapidly. Just pointing out realistic downside risk in that not all execution will be pretty at scale and I personally changed portfolio positioning