中文翻译
就在这一刻，我的想法是 $NBIS 在第一季度可能会处于区间震荡(rangebound)，因为他们正在利用其2500万股的自动行使机制(ATM)增发，并在达到特定行权价时在场外市场抛售。它仍然是我最看好的多头标的之一，但就时机而言并非如此。我原本就不看好在 $138 可转债融资之后紧接着进行的第二次 ATM 增发。
· 个股论点
NBIS因ATM增发短期震荡，仍是看好标的但时机不佳。
涉及标的： $NBIS
英文原文
As of this exact moment, my thought was that $NBIS was probably rangebound for Q1 because they're tapping into their 25M share ATM offering right now and selling that on the open market when it hits a certain strike. It's still one of my favorite long ideas but timing wise not as much. I just was not a fan of the second ATM, right after the $138 convertible note funding.