中文翻译
我觉得市场也错过了 $NBIS 的故事。Jim Cramer 就是一个典型的例子。 我认为我们只是处于早期阶段，但最高的回报往往来自于此。尤其是当市场折价子公司，且未将其随核心业务超大规模扩张(Hyperscaling)的因素计入定价时。 存在一种遥远的可能性，即其中一家子公司（Avride）的规模会超过主营业务。
· 个股论点
认为市场低估了$NBIS及其子公司Avride的超大规模扩张潜力。
涉及标的： $NBIS
英文原文
I sort of think the market missed the $NBIS story too. Jim Cramer for one is the perfect example. Think we're just early but that's where the highest returns come from. Especially when the market discounts subsidiaries and doesn't price in that they're hyperscaling along the core business. There's a distant possibility where one of them (Avride), becomes larger than the main business.