News

BlockBeats News, June 7th, the "Stock God" Serenity posted on social media reminding investors to pay attention to corporate financing structure and outstanding share dynamics, stating that this is crucial for investment returns, and gave examples: IREN: The financing method involves significant dilution, with each rebound being sold off, essentially classified as a "bad stock." NBIS: The stock price has risen 153% since the beginning of the year, benefiting from an optimized financing structure (such as direct financing, convertible bond combination, etc.). CRWV: With soaring debt interest, the company has opted for high-interest loans for GPU financing, eroding free cash flow in the long term. Serenity pointed out that if the company has a strong fundamental background, one can consider buying after the original holdings have been diluted. However, for those focusing on equity appreciation, they should stay away from "toxic" financing structures or companies burdened with debt. Small-cap companies are at higher risk, with SLNH adding $500 million in ATM (at-the-market) offerings, while having a market cap of only $2.5 billion; BKKT keeps diluting stock for executive compensation. These companies are essentially shifting investor funds to the company, often concealed by public opinion or influencer hype. Serenity emphasized that investors must carefully analyze equity structure, dilution risk, and hidden costs when screening targets, to prevent merely looking at profits while ending up with reduced actual ownership.

New stock guru Serenity posted on platform X, reminding investors to pay attention to financing structures and the dynamics of circulating shares. If the fundamentals are strong, investors may consider going long after their original holdings have been nearly fully diluted. However, if focusing on equity appreciation, they should steer clear of companies with toxic financing structures or those burdened by debt, especially small-cap companies which carry greater risks. Serenity provided examples: 1. IREN: Financing methods approach infinite dilution, with each rebound being sold off, essentially categorizing it as a 'bad stock.' 2. NBIS: Up 153% year-to-date, benefiting from an optimized financing structure (such as direct financing, convertible bond combinations, etc.). 3. CRWV: High debt interest rates, with the company resorting to payday loans for GPU financing, which erodes free cash flow in the long term. Serenity further reminded investors to carefully analyze equity structures, dilution risks, and hidden costs when selecting targets, to avoid focusing solely on profits while actual equity diminishes.

BlockBeats News, June 7th, NVIDIA CEO Jensen Huang stated, we may make some announcements tomorrow. (FXStreet)