· 个股论点
$IREN 和 $SLNH 的投资者可能是我在 X 上互动过的最愚蠢的社区。 我从未见过一个社区对一家市值 $219M 的公司如此看涨，该公司正在进行新的 $1,000,000,000 稀释。 以及持续的 $500,000,000 ATM（在市场直接发售）。 然后你看 $IREN，拥有 $6,000,000,000 活跃 ATM，持续随时间向公开市场抛售股票。 也许，一个更好的做法是去做多一只没有毒性融资的股票……这样你才能真正从股权升值中受益，而不是仅仅充当流动性。 真的很难向那些缺乏脑细胞的人解释金融稀释的细微差别。 而偏偏 $SLNH 在提交 $500M ATM 后立即被 $BKKK、$IREN 投资者正面提及，因为他们需要退出流动性。 公司正在直接把股票卖给这些傻瓜。
$IREN and $SLNH investors are probably the most braindead communities I've interacted with on X. I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution. And an ongoing $500,000,000 ATM. Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market. Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity? It's just so hard to explain to people the nuances in financial dilution who lack the brain cells. And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity. The company is selling offloading shares directly to these idiots.