· 个股论点
涉及标的： $IREN
哦，看来 @babyfolio 已经替我回答了！ 从 1 GW 到 2.5 GW 的指导性签约容量（Guided Contracted Capacity），仅一个季度就实现这样的增长已经非常惊人。稍微调整一下大家的预期，GW 级容量是一道护城河（Moat），而 $IREN 在这道护城河上坚守了最长时间。 因此，能在短短一个季度内实现与 $IREN 的中长期对等，这表现堪称惊艳。 话虽如此，正如 babyfolio 所说，我认为 2.5 GW 这一数据已经大大超出了我的预期哈哈，但如果他们能在一个季度内实现 250%+ 的增长，他们可能再次做到。所以在这些情况下，你只需信任管理层的执行力（Management Execution）。
oh looks like @babyfolio answered that for me! Going from 1 GW to 2.5 GW guided contracted capacity is already amazing from just 1 quarter. Just to tamper your expectations a bit, GW capacity is a moat and one that $IREN held for the longest time. So to achieve medium-long term parity with $IREN in just 1 quarter is spectacular. That being said, I think the 2.5 GW already kinda blew away my expections like babyfolio said haha, but if they're able to increase 250%+ in 1 quarter, they could do it again. So in these cases, you just trust in management execution.