去杠杆潮下 $CIFR、$AAOI 大跌，$ESMT 存储基本面被市场忽视的思考
Little rant, but to show you how rampant deleveraging has become: - $CIFR is worth 44% LESS than when they announced their initial $GOOGL / $AMZN colo...
AI 导读
作者吐槽当前市场去杠杆情绪蔓延：$CIFR 较宣布 $GOOGL / $AMZN colo 交易时跌了 44%，$AAOI 股价回到拿下超大规模订单、融资 $1.6B 扩产并给出 ~$471M 营收预测前的水平。
来源：aleabitoreddit · x.com