🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-08 05:01:51时区推断·⟳ 抓取 06-03 18:59:41回填·⚡ 决策 06-17 04:03:03·132.5 天前
KOL看空IREN：指其与NVDA合作仅为品牌协议，实质为利用噱头推进60亿美元ATM增发
📄 原文Serenity↗ 原文
I still am bearish on $IREN. Algorithms/retail probably read $NVDA + $IREN partnership and bought it up. However, if yo…
不做 IREN.US
单一KOL看空观点，缺乏实质性新证据；ATM稀释及合作条款属已知信息，不建议仅凭推文做空高波动算力股
不做 NVDA.US
仅在推文中作为对比被提及，对基本面及股价无实质影响
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I still am bearish on $IREN.
Algorithms/retail probably read $NVDA + $IREN partnership and bought it up.
However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes.
So $IREN can continue selling their $6,000,000,000 ATM into retail investors.
It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B.
This wasn't Nvidia directly funding $IREN yet, just a risk free option to.
There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
Algorithms/retail probably read $NVDA + $IREN partnership and bought it up.
However, if you look at the realtity, it's just looks like brand agreement giving $NVDA risk-free convertible notes.
So $IREN can continue selling their $6,000,000,000 ATM into retail investors.
It's the equivalent of a startup using AWS and saying they have an Amazon partnership so give them $6B.
This wasn't Nvidia directly funding $IREN yet, just a risk free option to.
There's a "5 GW deployment" but I'd rather not be the one buying into the dilution to fund it.
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