中文翻译
回复 @BKCY314:融资结构差异非常大,$CRWV 正被债务利息活活吞噬。 $IREN 因为过度 ATM,股权增值很少。 $NBIS 刚刚好,而且还有来自 Avride 子公司和 ClickHouse 持股的分部估值。
· 方法论
回复 @BKCY314:融资结构差异非常大,$CRWV 正被债务利息活活吞噬。 $IREN 因为过度 ATM,股权增值很少。 $NBIS 刚刚好,而且还有来自 Avride 子公司和 ClickHouse 持股的分部估值。
@BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest. $IREN has little equity appreciation from excessive ATMs. $NBIS is just right, and have sum of parts from its subsidiaries from Avride + ownership of Clickhouse https://t.co/FkGn0XWrdV