IRM 被移至名单底部,排在另外两只刚公布创纪录季度利润的持仓之后,因为 IRM 仍在核销旧的比特币挖矿硬件;此次降级反映的是执行风险,并不意味着它是一家差公司或一笔差投资。
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其次,我要把IRM移到清单底部,让Palantir和CrowdStrike各上升一位,尤其是因为这两家刚刚公布了创纪录的季度利润,而IRM仍在减记旧的比特币挖矿硬件。
Secondly, I'm going to move IRM to the bottom of the list, pushing Palantir and CrowdStrike up one place each, especially since both have just posted record quarterly profits , while IRM is still writing off old Bitcoin mining hardware.
这并不意味着IRM是一家糟糕的公司或一笔糟糕的投资。我只是想基于执行风险维持这一排序。
This does not make IRM a bad company or a bad investment. I just want to maintain this arrangement based on the risks of implementation.