Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from opt
@aleabitoreddit·7 de jun. de 2026·2 fontes·negativo
Ler artigoResumo IA
The post contrasts $IREN's toxic financing and dilution with $NBIS's optimal structures and warns about float dynamics.
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Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, selling into every rally (structural overhang) - Meanwhile $NBIS is now YTD 153%+, from optima
@aleabitoreddit
7 de jun. de 2026
Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from opt
@aleabitoreddit
7 de jun. de 2026