中文翻译
我不看好做多 $IREN，除非他们停止 GPU 业务并转向纯数据中心托管(Colo)业务。现在的投资者将面临为了变现其 3GW 产能而进行的无休止稀释。话虽如此，它确实具有更高的潜在回报，但我个人更信任 $NBIS 的管理层。过去我在 $NBIS 与 $IREN 之间有过很多辩论，时间会证明谁是对的。
· 个股论点
不看好IREN因稀释风险，更信任NBIS管理层，静待时间验证。
英文原文
Not a fan of $IREN as a long unless they stop doing GPU offerings and pivot to do pure colo. investors now will be met with endless dilution to monetize their 3GW capacity. That being said it does carry higher potential returns but I personally trust in $NBIS management more. I’ve had a lot of debates in the past between $NBIS vs $IREN but time will tell whose right