Canaan Inc. (CAN) is at a crossroads: dilution fears collide with Avalon shipments and stubborn price pressure. The chatter swings between questions about Canaan Inc.'s leadership and the view that growth may require more capital. The debate is loud and ongoing. [1][4]
Management questions A prominent voice, Julio Martinez Carrasco, asks, “What happened to Canaan Inc. management?” [1] Another take from Stock Strategy points to a 5.52% drop despite six product updates, arguing the market won’t overlook trust erosion. [2]
Dilution concerns amid growth - Dilution concerns amid growth — investors say new equity funds expansion, but カナン全ツで人生変える argues dilution as a necessary investment in scale. [4] - Some posts frame Q3/Q4 as a potential earnings catalyst, yet dilution stays a risk to shareholders. [4]
Avalon shipments and price action - Avalon shipments are seen as a potential catalyst that could re-rate the fundamentals, per the chatter about shipments and data-center ops. [3] - Price action remains stubborn: CAN traded around $1.37 with a roughly 5.5% intraday drop, and another post notes a -16.67% move, underscoring ongoing pressure. [3][5]
Sentiment showdown The debate pits growth upside against governance questions, with voices like Stock Strategy and イーサリアム全力漢 weighing in on CAN’s path forward. [2][5]
Closing thought: watch for Avalon-related updates and any dilution moves that could tilt CAN’s fundamentals in the weeks ahead. [3][4]
References
@AhmtYARIM What happened to $CAN management?
Tweet asks what happened to CAN management; references crypto mining company CAN; seeking leadership update.
View sourceCanaan Inc. ( $CAN ) lost 5.52% today despite posting six official product promotions and updates on
Discusses Canaan Inc. stock decline after promotions; market distrust for firms exploiting investor trust in crypto mining sector.
View source$CAN カナン testing key support — holders stay strong 💎🤝 💹現状サマリー（終値：$1.365 / -5.86%） •終値：$1.365 •日中レンジ
Canaan CAN price analysis with support, RSI; Avalon shipments signal reevaluation; strategies for long holders.
View source$CAN 終値1.370ドル 前日比-0.080(-5.52%) ホルダーにとって厳しい展開が続く 確かに増資は株主にとってマイナス…しかしカナンが成長するための投資でありQ3Q4での業績改善や黒字化
Canaan CAN stock discussion; dilution negative yet growth investment; expects Q3Q4 profit, shareholders value, management to accelerate expansion going forward
View source私は $CAN を保有しています。 昨日は -16.67% と大きく下げました。 X上では「売りだ」と叫ぶ人が増えていますが、その人たちは本当にファンダメンタルを理解しているのでしょうか。私の中では、
Holder of CAN; price fell ~16.7%; questions selling; fundamentals unchanged; plans to explain why confident tonight; references Canaan.
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