· 个股论点
涉及标的： $IREN
把它当作原因挺可笑的哈哈，但肯定不是。 不过，$IREN 的投资者如果认为能以93%的毛利率(Gross Margins)扩展到数十亿美元的收入，那他们对利润率(Margins)的计算确实非理性地错了，但无论如何它还是一只好股票。 “H.C. Wainwright 将 IREN 从买入(Buy)大幅下调至卖出(Sell)，目标价(Target Price)从36美元上调至45美元。分析师在研报中告诉投资者，应在当前股价水平获利了结。该公司认为，投资者对 Iren 云业务(Cloud Business)的乐观情绪‘已达到非理性繁荣(Irrational Exuberance)的地步。’”
Funny to think of it as the cause lol but definitely not. But yeah $IREN investors did their calculations on margins irrationally wrong if they think they can scale to billions of revenue off 93% gross margins but it’s a good stock either way. “H.C. Wainwright double downgraded (IREN) to Sell from Buy with a of $45, up from $36. Investors should be taking profits at current share levels, the analyst tells investors in a research note. The firm believes investor optimism around Iren’s cloud business “has reached a point of irrational exuberance.”