🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-07 04:20:48时区推断·⟳ 抓取 06-03 20:39:49回填·⚡ 决策 06-17 08:45:59·132.5 天前
AXTI拟增5000万股授权股份引发21%大跌，IREN仅作为稀释反面案例被提及
📄 原文Serenity↗ 原文
If you’re curious about $AXTI: It’s down 21% on the new potential dilution news. Board wanted to add 50M more shares (u…
不做 AXTI.US
潜在稀释消息已导致股价大跌21%，短期利空已充分price-in；后续14日股东投票属二元事件，做空风险高且做多属接飞刀，缺乏明确edge。
不做 IREN.US
无新事件催化，仅在推文中被作为过度稀释的反面案例提及，属于纯噪音。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 568 字
If you’re curious about $AXTI:
It’s down 21% on the new potential dilution news.
Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th.
70m -> 120m shares.
I say this about $IREN excessive $6B dilution and it’s the same with AXT price proposal that I hold.
I would not “trust in management” to use it wisely and the fact it’s filed is a red flag.
That being said: we’ll see what happens on the 14th. If it passes for 50m more share authorized dilution, I personally would not hold.
But it fails, I expect a recovery.
It’s down 21% on the new potential dilution news.
Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th.
70m -> 120m shares.
I say this about $IREN excessive $6B dilution and it’s the same with AXT price proposal that I hold.
I would not “trust in management” to use it wisely and the fact it’s filed is a red flag.
That being said: we’ll see what happens on the 14th. If it passes for 50m more share authorized dilution, I personally would not hold.
But it fails, I expect a recovery.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。