中文翻译
$NBIS 的 ATM 发行规模很大，所以可能会持续很长时间。 我真的希望 $NBIS 管理层能战略性地使用它，而不是在被做空期间卖。 现在股东只能相信管理层不会无限稀释，也不会在此时继续增加卖压。 80 美元的股价甚至已经包含 MSCI 流入之后的情况。 $NBIS、$IREN、$CIFR 以及整个 Neocloud 板块情绪都极低，所以如果你还有资金，这可能就是理想买点。
· 个股论点
担忧 NBIS ATM 稀释，但认为情绪极低时可能适合买入
英文原文
$NBIS ATM offering would probably be around for a long time given the size. I really hope $NBIS management does this strategically and not during periods of short selling. Shareholders are just trusting management not to endlessly dilute + add selling pressure at this point. The $80 stock price is even post-MSCI inflows too. $NBIS, $IREN, $CIFR and other sentiment for Neocloud sector is extremely low so probably this was the ideal time to buy if you still have capital.