Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.). - On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs. It's extremely nuanced, but you need to take a look at the float dynamics. If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion. But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term) With smaller companies, they have this all the time, like $SLNH, where there's new $500m ATMs on a $250m MC. Or like $BKKT where there's endless dilution to fund executive pay. With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags. With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution. There's endless types of these share structures you need to look when screening ideas.
$SLNH (June 6, 2026-daily chart) Sorry for being accurate! $SLNH is currently trading below the Point of Control on the volume shelf and beneath the longest momentum bars. https://t.co/L3Y5PiEWR1
$SLNH (June 4, 2026-daily) The bearish signals have been shared in my previous posts. Please check them. https://t.co/8FMsBqxwQn
Daily Charts (June 2, 2026) Which do you like? 1. $DGXX 2. $LWLG 3. $IBRX 4. $SLNH https://t.co/FkuuRca1Uf
$SLNH (May 21, 2026-daily chart update) Sorry, my indicator is accurate. https://t.co/12UkiYE7qU
$SLNH (May 20, 2026-daily chart update) The bearish yellow candle appeared today. Resuming the uptrend requires a consistent daily close above $1.90, while a close below $1.68 would trigger a deeper correction. Key support lies at $1.60 (middle boundary of the red ribbon) and $1.43 (lower boundary of the red ribbon).
$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.
$SLNH (May 19, 2026-daily chart) Momentum is losing strength after slicing below the longest momentum bar at $2.16. To resume the uptrend, it needs a consistent close back above that level. The next momentum bar at $1.84 and the upper edge of the red ribbon at $1.75 will hold as solid support on any further pullback.
$SLNH (May 15, 2026-daily chart) To sustain stronger momentum, $SLNH needs to keep closing above the longest momentum bar at $2.174! https://t.co/kwWf5Eeg8K