中文翻译
如果你读过我的披露声明，我对 $IREN 没有任何经济利益或持仓。 我只是陈述一个残酷的现实：散户“逢低买入者”不可避免地会被稀释，并成为 $IREN 60亿美元自动取款机(ATM)融资的流动性来源。 如果你想做多 $IREN 并从股权增值中获利，让其他人先承担稀释冲击，然后再入场做多，可能是更明智的选择。 尤其是因为自动取款机(ATM)融资是更具散户破坏性的融资方式之一。
· 个股论点
警告散户勿在IREN ATM融资前抄底，建议等待稀释完成后再做多。
涉及标的： $IREN
英文原文
If you read my disclosure, I have zero economic interest or positions in $IREN. I'm just stating the harsh reality that retail "dip buyers" will be inevitably be diluted and serve as liquidity for the $6 Billion ATM. Letting others take the dilution hit first and going long after is likely the smarter alternative if you want to long $IREN and benefit from equity appreciation. Especially since ATMs are one of the more retail-destructive methods to finance.