· 个股论点

讨论DGXX执行风险及CIFR受加密货币拖累,关注HPC板块。

涉及标的:

中文翻译

是的,我很欣赏与你的交流,相比许多其他成员*咳咳 $IREN*,因为你补充了一些关于 $DGXX 的定性观点,并改变了我对执行风险的看法。对加密货币的依赖因比特币资产负债表拖累了 $CIFR 和许多其他公司,但我更关注高性能计算(HPC)板块。但正如你所说,这是主观排名,我相信每个人的名单都会不同。

英文原文

Yep, I appreciate talking with you compared to many other members *cough cough $IREN*, since you added some good qualitative points about $DGXX and changed my mind about execution risk. Attachment to crypto did drag down $CIFR and many others because of BTC balance sheets, but I paid more attention to HPC segments. But as you mentioned, it's subjective ranking, and I'm sure the list would be different per-person.

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