· 个股论点

IREN因GPU采购及ATM增发稀释,轻资产优势丧失,散户价值或归零。

涉及标的:

中文翻译

@Brian_S1_1991 第一次大规模买入 $IREN 是在 20 多美元高位至 30 美元低位区间。随后在上涨途中退出。去年它是一家很有前景的轻资产公司,但今年因购买 GPU 和极端的自动取款机(ATM)增发稀释而艰难转型,这可能会彻底抹去散户股东的价值。 https://t.co/ocQ6vcx1Qz

英文原文

@Brian_S1_1991 First major $IREN buys were in the high $20’s low 30’s. Then exited on the way up. It was very promising, asset light company last year but hard pivoted with GPU buys and extreme ATM dilution that might just wipe out retail share value. https://t.co/ocQ6vcx1Qz

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