🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 04-11 23:31:41时区推断·⟳ 抓取 06-03 20:38:06回填·⚡ 决策 06-17 08:13:28·132.4 天前
KOL批评IREN 60亿美元ATM增发稀释严重，对比看好NBIS
📄 原文Serenity↗ 原文
There's a reason $IREN is down -7.9% YTD. While $NBIS is up 61.1% YTD. The amount of delusion buying into a $6,000,000,…
不做 IREN.US
60亿美元ATM增发带来持续稀释压力与抛压，股价表现已显著落后同业，KOL建议等增发结束再做多，当前做多期望值受限
观望 NBIS.US
仅作为IREN的对比标的被提及，无独立新催化剂，且YTD已大涨61.1%，等待回调或新基本面确认
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展开原文 · 619 字
There's a reason $IREN is down -7.9% YTD.
While $NBIS is up 61.1% YTD.
The amount of delusion buying into a $6,000,000,000 ATM is unreal.
Even after this, IREN AMC bagholders still can't admit they're wrong?
Markets are the biggest arbiter of truth, and massive performance difference between Nebius and Iren is telling.
As I said before, the marketcap for $IREN will keep going up, but people's share values will decrease.
That's how ATMs work. Excessive ATMs are not accretive to current shareholders.
It's better to let all existing bagholders get wiped out first, then go long after the ATM is finished.
While $NBIS is up 61.1% YTD.
The amount of delusion buying into a $6,000,000,000 ATM is unreal.
Even after this, IREN AMC bagholders still can't admit they're wrong?
Markets are the biggest arbiter of truth, and massive performance difference between Nebius and Iren is telling.
As I said before, the marketcap for $IREN will keep going up, but people's share values will decrease.
That's how ATMs work. Excessive ATMs are not accretive to current shareholders.
It's better to let all existing bagholders get wiped out first, then go long after the ATM is finished.
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