The Fundamentalist
@funmenati
$NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull
European investor in love with fundamentals
加入 May 2026
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$IREN
LOL
The CapEx FUD is crazy on X right now…
The worst case scenario, dilution risk is $8B (unlikely), not $25B - $30B
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