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北京时间·🕒 发布 05-03 13:01:19时区推断·⟳ 抓取 06-03 18:59:55回填·⚡ 决策 06-17 05:03:50·132.4 天前
KOL发文警告IREN与SLNH面临巨额ATM增发与股权稀释风险
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$IREN and $SLNH investors are probably the most braindead communities I've interacted with on X. I've never seen a comm…
不做 IREN.US
巨额ATM属渐进式稀释利空，股价或已部分反映；小盘高波动股做空面临极高借券成本与轧空风险，做多受压制，无合适入场点。
不做 SLNH.US
市值仅2亿却面临5亿ATM，稀释极其严重，但小盘股做空极易被轧空且借券困难，做多逻辑被破坏，建议回避。
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$IREN and $SLNH investors are probably the most braindead communities I've interacted with on X.
I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution.
And an ongoing $500,000,000 ATM.
Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market.
Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity?
It's just so hard to explain to people the nuances in financial dilution who lack the brain cells.
And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity.
The company is selling offloading shares directly to these idiots.
I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution.
And an ongoing $500,000,000 ATM.
Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market.
Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity?
It's just so hard to explain to people the nuances in financial dilution who lack the brain cells.
And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity.
The company is selling offloading shares directly to these idiots.
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