中文翻译
我把原先 $RIOT 年初至今(YTD)的计算搞错了，所以删掉了原帖。但这原本是一个3-6个月的短期交易思路，利用 $IREN 的 ATM 增发对现有股东造成的稀释来交易。 我确实认为，如果 $IREN 能把 ATM 额度用满，长期表现会不错，因为这比 $CRWV 那种债务利息负担更好。但代价是现有持有人被稀释。 做多 $IREN 的更好方式，是先等现有股东被稀释，再在之后做多。 话虽如此，我不认为 $IREN 会在2027年跑赢这三只股票。
· 个股论点
修正$RIOT计算，建议等$IREN稀释后做多，看空其2027年表现。
英文原文
Messed up my original $RIOT YTD calculations so ended up deleting my post. But, it was a 3-6M short term trade idea capitalizing off $IREN ATM on existing shareholders. I do think $IREN performs well long term if they manage to fill up the ATM since it's much better than debt interest that $CRWV does. But it's at the cost of current holders. The better way to go long with $IREN is to wait until existing shareholders get diluted first then go long after. That being said, I don't think $IREN will outperform all three in 2027.