The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: [S] Tier: $NBIS [A] Tier: $CIFR, $WULF, $IREN [B] Tier: $GLXY, $CORZ [C] Tier: $APLD, $CLSK [D] Tier: $WLAC, $DGDX, $WYFI [F] Tier, $CRWV*, $SLNH [U...
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
36
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
38.2%
revenue growth margin lag
概览
作者立场：中性；价格动量：看多。最新证据：Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2025-07-03 01:35
来源
llm
更新时间
2025-11-22 18:42
作者立场：中性；价格动量：看多。最新证据：Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo...
当前观点证据
Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo...
Serenity 变化
Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo...
The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: [S] Tier: $NBIS [A] Tier: $CIFR, $WULF, $IREN [B] Tier: $GLXY, $CORZ [C] Tier: $APLD, $CLSK [D] Tier: $WLAC, $DGDX, $WYFI [F] Tier, $CRWV*, $SLNH [U...
If you look at historical patterns such as grayscale investments, which was the way to get crypto exposure from holding companies pre-ETF, they traded way under-NAV for the longest time. With many companies like $BMNR...
Also when I post about comparisons between $IREN and $NBIS or talking about $IREN having comparable capacity to $RIOT and $MARA, and saying margins at scale matter more than compute, I'm not bearish on IREN, just givi...
It's nuanced, but you can definitely compare capacity and pipeline with $IREN, $RIOT, $MARA, since capacity doesn't change. The main difference is optionality (how well a company can repurpose capacity as demand shift...
With $IREN people keep making the argument about ~3 GW capacity at a ~17B marketcap, deserves to be X marketcap. $RIOT has a similar capacity too: 1GW Corsicana, 700MW Rockdale, and misc with ~3GW capacity (total if y...
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2025
营收
907M
营收同比
38.2%
毛利率
-47.7%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-11 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期推文
立场
中性
价格动量
看多
Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo...
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
5.43
敏感度
高 beta
情绪风险
中
估值风险
正常
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
36
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
3
10-Q
收入同比
38.2%
revenue growth margin lag
Beta
5.43
高 beta
llm · 2025-11-22 18:42
Given how ETORO is a new stock, it's likely not associated with Crypto yet like how (Bitcoin -> $MSTR -> $COIN -> $MARA, etc). However, 37% of $ETORO's profits come from Crypto and it's at a low so might have some roo...
The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: [S] Tier: $NBIS [A] Tier: $CIFR, $WULF, $IREN [B] Tier: $GLXY, $CORZ [C] Tier: $APLD, $CLSK [D] Tier: $WLAC, $DGDX, $WYFI [F] Tier, $CRWV*, $SLNH [U...
If you look at historical patterns such as grayscale investments, which was the way to get crypto exposure from holding companies pre-ETF, they traded way under-NAV for the longest time. With many companies like $BMNR...
Also when I post about comparisons between $IREN and $NBIS or talking about $IREN having comparable capacity to $RIOT and $MARA, and saying margins at scale matter more than compute, I'm not bearish on IREN, just givi...
It's nuanced, but you can definitely compare capacity and pipeline with $IREN, $RIOT, $MARA, since capacity doesn't change. The main difference is optionality (how well a company can repurpose capacity as demand shift...
With $IREN people keep making the argument about ~3 GW capacity at a ~17B marketcap, deserves to be X marketcap. $RIOT has a similar capacity too: 1GW Corsicana, 700MW Rockdale, and misc with ~3GW capacity (total if y...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
907M
营收同比
38.2%
毛利率
-47.7%
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 | 159M | - | 73.4% | -36.2% | -23.3% |
| 2022 | 118M | -26.0% | -28.6% | -572% | -589% |
| 2023 | 388M | 229% | -4.0% | 57.0% | 67.4% |
| 2024 | 656M | 69.4% | -24.3% | 46.6% | 82.5% |
| 2025 | 907M | 38.2% | -47.7% | -90.6% | -145% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 中 · 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
最新披露为 2026-05-11 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期披露
beta / 动量 / 主题
Beta
5.43
状态
高 beta
立场
中性
动量
看多
高风险观察 · 正常
板块定位
financial-services-financial---capital-markets