中文翻译
我去年曾做多 $IREN，但投资逻辑已发生实质性变化。 再次强调，我现在对 $IREN 没有任何经济利益，但我确实关注散户的最佳利益。 鉴于涉及真金白银，有情绪波动是可以理解的，但如果想继续做多，重要的是要意识到来自 60 亿美元自动取款机(ATM)融资的明显危险信号(red flags)。 人们可以自由决定如何操作自己的投资组合。
· 个股论点
IREN投资逻辑已变，警惕巨额ATM融资风险。
涉及标的： $IREN
英文原文
I was long $IREN last year, but the thesis has materially changed. Again I have zero economic interest in $IREN now but I do look out for retail’s best interest. It’s fine if there’s emotion involved given money is at stake, but it’s important to become aware of the glaring red flags from a $6B ATM if they want to continue going long. People are free to do whatever they want with their own portfolio.