中文翻译
@LeaderInvests 我个人非常喜欢他们目前的基本面状况，在收购 Mirantis 后，拥有现有的 GW 级算力产能，以及泄露的 Anthropic 备忘录显示其在澳大利亚等地锁定算力。他们正处于一个巨大瓶颈的核心位置。作为自豪的股东，主要担忧仍是改善融资结构（不要使用自动取款机 ATM 增发）并取消过度的 CEO 基于股票的薪酬（SBC）-> 让他们追求股价升值而非股份数量。解决这两个问题，我认为其他股东会很高兴。
· 个股论点
看好某公司基本面及瓶颈地位，但担忧融资与CEO薪酬结构。
英文原文
@LeaderInvests I personally quite like their fundamental position right now after Mirantis acquisition, existing GW scale capacity, and leaked Anthropic memos of securing compute in places like Australia. They’re sitting right in the middle of a massive bottleneck. As a proud shareholder, main concern still is improving financing structures (not with ATMs) and removing the excessive CEO SBCs -> having them try for appreciating share prices rather than share count. Two fixes and I think other shareholders will be happy.