中文翻译
是的，我一直坚持认为这并非赢家通吃（GCP、Azure、AWS）。 $WULF 和 $CIFR 是两只我认为相比其他矿企具有更高非对称回报潜力的股票，主要得益于其与 $GOOGl（Mag7 成员）的合同可见性。 然而，令人沮丧的现实是，并非每一个高性能计算(HPC)矿企转型都能成功，因为难度极大。但部分企业会成功，市场也会对此进行定价。
· 个股论点
看好WULF和CIFR因谷歌合同带来的高非对称回报潜力。
英文原文
Yep, I’ve always maintained it’s not winner takes all (GCP, Azure, AWS). $WULF and $CIFR are the two I’d argue that has higher asymmetrical return compared to other miners just due to Mag7 contract visibility with $GOOGl. However, the sad reality of the situation is not every single HPC miner pivot will be successful, because it’s extremely hard. But some will be and the market will price that in