一起发财
@yiqifacai
Zoe姐 旅居欧洲 专注AI领域投研写作
发财街社区-BeyondCapital 彼岸资本
$5订阅指南见置顶文章
加入 August 2021
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退出了IREN仓位，40持有至今，原本计划持有到80，现在挑战英伟达指导价70都有点困难。杀伐果断一点，好公司太多，不计较利润回撤的十个点。
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.
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