$ASST · 海外大V持仓追踪

$ASST 现在是什么情况？

最近有人说了 $ASST 什么？

下面是最近 8 条提及 $ASST 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-19中性原文
  $IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS. $NVDA actually gave $NBIS capital. -> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat. $NBIS actually uses equity appreciating financing structures. And this is reflected in the YTD differences between them both. I’ve said the same thing last year too. One is up ~100%. The other is flat, and even negative depending on entry points. IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.
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• 2026-04-30中性原文
  $SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.
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• 2026-04-12中性原文
  The community / influencers shilling $IREN, $BKKT, and $ASST are the most delusional and harmful group on X. Markets are the greatest arbiter of truth. If something is down 99%. And the next stock they try pushing has a $6,000,000,000 active dilution. And you show that it’s down 60%+ compared to its peers: they’ll just say “long term investing” or “you don’t know what you’re talking about!” Or maybe… if you had a brain, you don’t want to be exit liquidity for a $6B ATM? I was saying the same thing about $BKKT and received the same personal attacks last year. It’s now down from $40 to $8 from the same group of profiles pushing $IREN today.
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• 2026-04-12中性原文
  Like... It’s the same thing on repeat, they create new accounts and new stocks every time with excessive ATMs. You point that out? Endless harassment, death threats, and new account spam: Saying “don’t speak badly about $IREN $BKKT $ASST and this harassment will stop!” Don’t care? Protecting retail interest comes #1 to me. I was suggesting $NBIS last year which is up 60%+. Anyone who followed that investor group last year at the peak are down 50-90% from excessive dilution.
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• 2026-04-12看多原文
  @LIama002 Yeah sorry to hear that. Like what happened with $BKKT and $ASST they’ll just keep telling people to HODL and keep buying into a $6,000,000,000 ATM. It’s the same thing on repeat with that community group, and it’s incredibly toxic to retail investors.
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• 2026-04-03中性原文
  Aside from Snapchat, maybe… $ASST, $IREN, $BKKT? There happens to be a common denominator sitting on Iren’s Board of Directors. Famous for dumping excessive ATMs on retail investors. https://t.co/qGCWsGIGXD
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• 2026-03-29中性原文
  $IREN filed to dilute $6,000,000,000 at a $11.7B MC. That is not noise. This is Iren's way to monetize their 4.5GW capacity by selling all those new shares onto the open market. If you want some history on how this turns out: Look at $BKKT that crashed 99% with Mike and $IREN board of directors history with excessive ATMs. Or his recent company $ASST. It’s accretive to the company and executives: Because it wipes out all retail shareholders and they can always issue SBC. So they don’t actually care what stock price it needs to be at to sell. After they’re finished, they have $6B in new cash to use for scaling without paying interest. But the reason why convertible notes with interest, and $NVDA funding balance sheets is much better for retail capital: Is because it doesn’t wipe out retail equity to achieve this. Because at this point $IREN looks like the $AMC of datacenters with a dwindling moat, and looming $6B in shares sold into the open market. Reason I post about $IREN is because - people dismiss a $6B ATM as “Noise” - it’s one of the most popular retail “buy the dip” companies that they’re buying into a $6B dilution machine - people still don’t understand the risk at all. - the amount they have now is not enough to finance GPUs/GW capacity monetization. - they likely will have to use the ATM, it’s not “optionality” Again: I have zero positions in the company. I’m just warning retail investors that this ATM structurally wipes out your equity appreciation by how structural mechanics of $6B+ ATMs work. Because $IREN likely needs to sell new shares at any price to monetize their GW, otherwise there would be zero need to file it. Executives actually don't need to care because they can make up for stock price dropping by issuing SBC like $SNAP. If you have to wonder if your equity gets wiped out from an excessive ATM: There are better longs out there than $IREN.
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• 2026-03-26中性原文
  If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, but lost majority of it's 70%+ gains, Draganfly dropped way more) And there's very unrealistic expectations from looking at $SNDK supercycles that everything can go up 100% a month. The main catalyst I've identified around that sector was the Venezuela invasion's usage of hidden drone + edge defense contracts/subcontractors. And I expected there to be follow-up funding into the sector. However, I mentioned I de-risked around the Greenland deal (majority of defense contractors crashed) but kept smaller concentration in stuff like $AVAV. SCAR program loss to others like $AVAV was even a bigger surprise and I lost even more. Unfortunately, the War in Iran focused around larger defense contractors like L3 Harris, $NOC and private companies like Anduril, and some energy directed suppliers like $LASR. So there weren't many tailwind recoveries for drone companies. That being said, I do know how to cut losses. But I still get a lot of crap saying oh look at "X stock they've liked earlier in the year". I'm very transparent when it comes to these things: A certain executive in the $IREN community are known to delete all their posts after their followers lose 90% on $BKKT or $ASST post-dilution. Majority of my stocks I identify are extremely solid fundamentally so they either hold their level since my original thesis. And I post risk-levels / conviction-levels with them too (risky ones obviously have more downside). I have skin in the game compared to others that just post hot takes. So if my thesis is wrong, I lose money personally (there's ton of more fills like this, just endless losses on $AVAV). But I leave everything up so you can see how things play out.
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