中文翻译
@LMutaaya 大家当时在我 71 美元看空 $IREN 时都说“你在开玩笑吧”。 $NVDA 没有给他们融资，所以他们需要通过别的方式去借钱买 GPU，支撑 5GW 产能。 可转换债其实比 ATM 好得多。
· 个股论点
依旧看空 IREN，认为融资结构更差
英文原文
@LMutaaya People were saying "WERE YOU KIDDING" when I posted I was bearish on $IREN at $71. $NVDA isn't giving them any funding, so they need to raise elsewhere to buy GPUs for their 5 GW capacity. Convertible notes is actually a lot better way to go than ATMs though.