· 方法论

拿 GME/AMC 作比,认为 IREN 的大幅增发对普通股东很伤。

涉及标的:

中文翻译

如果你是 $GME、$AMC 的 CEO,一个逻辑上可行的选择可能就是把 ATM 测试抛给散户股东,让公司受益,因为他们会接住。 但对 $IREN 的套牢者或者 meme 股来说,我个人不会就这样眼睁睁看着自己被稀释到原来 5200 万流通股的两倍左右。 我希望它别通过,因为这太蠢了。他们之前已经从 Northland 融到足够多了,这次就是掠夺性操作。

英文原文

Yes if you were $GME, $AMC CEO’s a logical choice might be to dump ATMs on a retail shareholders to benefit the company because they would take it. However $IREN bagholders or meme stocks, I would not personally just sit there and get diluted from around double the 52m share float. I hope it doesn’t pass since it’s stupid. They already raised enough from Northland and this is predatory

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