🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-12 04:02:10时区推断·⟳ 抓取 06-03 18:49:24回填·⚡ 决策 06-17 03:31:47·132.6 天前
KOL发文看空IREN增发稀释风险并看多NBIS获NVDA投资背书
📄 原文Serenity↗ 原文
As I said before $IREN is basically dogsht compared to $NBIS. $NVDA didn’t give $IREN funding yet. So IREN needs to fig…
不做 IREN.US
KOL情绪化看空，底层逻辑(6B ATM增发稀释)为市场已知旧闻，无新催化剂，做空风险高且无edge
不做 NBIS.US
KOL看多观点，底层逻辑(获NVDA投资)为已知旧闻且已price in，缺乏短期新催化剂
不做 NVDA.US
仅作为行业背景提及，无直接交易逻辑与边际变化
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原文全文
展开原文 · 639 字
As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means.
It’s an endless dilution machine just because they secured power.
I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing.
Nvidia actually gave $NBIS funds.
While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo.
$IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity through their 6B ATM and other means.
It’s an endless dilution machine just because they secured power.
I call $IREN holders 0 IQ because they just buy in it to get diluted without understanding nuances of financing.
Nvidia actually gave $NBIS funds.
While Nvidia got a free no-risk purchase agreement for allowing $IREN to use their logo.
$IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.
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