· 方法论

比较Neocloud公司融资结构:NBIS优于CRWV和IREN。

涉及标的:

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。

英文原文

@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

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