中文翻译
我现在还是看空 $IREN。 算法 / 散户大概是看见 $NVDA 和 $IREN 合作就冲了进去。 但如果看现实情况，那更像是一个品牌协议，给了 $NVDA 无风险的可转票据。 所以 $IREN 还能继续把 60 亿美元 ATM 卖给散户。 这就像一家创业公司用了 AWS，就说自己和 Amazon 合作，然后让别人给它 60 亿美元。 这根本不是 Nvidia 直接给 IREN 融资，只是给了它一个无风险选择权。 有个“5GW 部署”故事，但我不想成为那个替它接稀释的人。
· 个股论点
继续看空 IREN，认为它只是品牌协议和稀释机器
英文原文
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes. So $IREN can continue selling their $6,000,000,000 ATM into retail investors. It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B. This wasn't Nvidia directly funding $IREN yet, just a risk free option to. There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.