So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH. As...
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
62
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
18.9%
revenue growth margin lag
概览
作者立场：中性；价格动量：看多。最新证据：Again this is not a bear post on miners like $BITF or $CLSK. I am omega bullish thematically on Neoclouds and bullish on certain miners like $WULF or $IREN. 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2025-09-18 05:48
来源
llm
更新时间
2025-11-22 20:31
作者立场：中性；价格动量：看多。最新证据：Again this is not a bear post on miners like $BITF or $CLSK. I am omega bullish thematically on Neoclouds and bullish on certain miners like $WULF or $IREN.
当前观点证据
Again this is not a bear post on miners like $BITF or $CLSK. I am omega bullish thematically on Neoclouds and bullish on certain miners like $WULF or $IREN.
Serenity 变化
Yeah I knew about $BITF before. I just liked $NBIS more but there's tons of other miners pivoting to AI out there.
So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH. As...
If you spent just 30 seconds reading the post, you would see I didn't rate $BITF. With $CRWV there's short term upside because sell-off was way too much to the $60s. But medium-long term they have way too much debt in...
The Neocloud Sector Tierlist. ... [U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT
Revenue uncertainty at scale with Hyperscaler contracts that $CLSK, $BITF, $WYFI, $SLNH, and others lack.
It's a broader sell-off on growth/higher beta. $PYPL is a value investing type stock. eg: 1 Month: $CRCL -36.04% $ALAB -21.4% $HIMS -28.34% $RKLB -23.07% $SMCI -30.77% $SG -27.9% $ETH -19.03% $BTC -11.86% _ Neoclouds/...
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2025
营收
229M
营收同比
18.9%
毛利率
-8.2%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
No recent SEC filing metadata in the collected profile.
当前 profile 没有可解析的 SEC 披露。
近期推文
立场
中性
价格动量
看多
Again this is not a bear post on miners like $BITF or $CLSK. I am omega bullish thematically on Neoclouds and bullish on certain miners like $WULF or $IREN.
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
3.72
敏感度
高 beta
情绪风险
高
估值风险
高
背景
financial-services-financial---capital-markets
-
等待 GPT xhigh 分析。
研究问题
背景
financial-services-financial---capital-markets
状态日期：2026-05-27
复核时间：2026-06-26
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
62
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
0
长周期热度
7日新闻
0
低
30日披露
0
-
收入同比
18.9%
revenue growth margin lag
Beta
3.72
高 beta
llm · 2025-11-22 20:31
Yeah I knew about $BITF before. I just liked $NBIS more but there's tons of other miners pivoting to AI out there.
So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH. As...
If you spent just 30 seconds reading the post, you would see I didn't rate $BITF. With $CRWV there's short term upside because sell-off was way too much to the $60s. But medium-long term they have way too much debt in...
The Neocloud Sector Tierlist. ... [U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT
Revenue uncertainty at scale with Hyperscaler contracts that $CLSK, $BITF, $WYFI, $SLNH, and others lack.
It's a broader sell-off on growth/higher beta. $PYPL is a value investing type stock. eg: 1 Month: $CRCL -36.04% $ALAB -21.4% $HIMS -28.34% $RKLB -23.07% $SMCI -30.77% $SG -27.9% $ETH -19.03% $BTC -11.86% _ Neoclouds/...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
229M
营收同比
18.9%
毛利率
-8.2%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
financial-services-financial---capital-markets
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 169M | - | 65.6% | 37.5% | 13.1% |
| 2022 | 142M | -16.0% | 7.4% | -199% | -123% |
| 2023 | 146M | 2.8% | -14.7% | -49.3% | -74.4% |
| 2024 | 193M | 31.8% | -16.8% | -55.8% | -28.0% |
| 2025 | 229M | 18.9% | -8.2% | -65.2% | -124% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 高 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
No recent SEC filing metadata in the collected profile.
近期披露
当前 profile 没有可解析的 SEC 披露。
beta / 动量 / 主题
Beta
3.72
状态
高 beta
立场
中性
动量
看多
高风险观察 · 高
板块定位
financial-services-financial---capital-markets