中文翻译
如果看今天的财报，$POET 处于极佳的位置。当然，这是以牺牲前散户股东为代价的。无债务，约4.35亿美元现金对应10亿美元市值。他们可以利用这笔资金储备为 Celestial 扩大生产/库存。其稀释效应不像 $BMNR 那样，为了向 Mr. Beast 的巧克力棒公司投入2亿美元。所以我认为这次下跌反应过度了，能以低于承销商价格4%以上的价格买入很不错。
· 个股论点
POET财务强劲且无债，下跌属过度反应，现价具吸引力。
英文原文
$POET is in an extremely good spot if you look at the financials today. Of course this is at the expense of former retail shareholders. No debt, ~435M cash to $1B MC. And they can use that war chest to ramp up production/inventory for Celestial. Dilution isn't like $BMNR to put $200m into Mr. Beast's chocolate bar company. So I'd say the drop was quite the overreaction and it's nice to get in 4%+ underneath underwriter prices.