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qinbafrank
@qinbafrank
Investor in AI、Crypto、TMT,跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考,经常出错常态掉坑爬坑。Runner🏃
가입 December 2020
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离了个大谱,鞋类零售商Allbirds宣布将出售其运动鞋业务宣布转型AI算力基础设施,改名“NewBird AI”,股价就飙升300%。公告通过一笔5000万美元的可转债融资布局GPU算力及AI基础设施建设,关键是5000万美金也就能买不到20组B200(通常指GB200 NVL72或类似配置)机柜,这么小的购买量英伟达可能理都不理。🤣 美股里的几千万几亿美金市值的小票,其实跟币市里山寨币一样,大部分就是庄股,壳本身就是最大的价值,庄家自己玩画线吸引散户。尽量避而远之
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Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.
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