Hanz Frandsen

Not financial advice

[Hanz Frandsen @FrandsenHanz]

@cperruna is this pizza a joke or a real product to a customer?

[Hanz Frandsen @FrandsenHanz]

@jimcramer So Jim, how much should they rein in their spending, just above cash flow positive? So no borrowing needed? $MSFT just announced a 2GW site, any idea of the total amount of capital needed for this? Is it approx 100-120 billion over the next 4-6 years, just for this site?

[Hanz Frandsen @FrandsenHanz]

@ViralMuzik1989 @theallinpod @DavidSacks @chamath aah, this changes the situation for me $IREN, Chamath is not a lightweight when the issue is seeing around the corners and pulling punches.

[Hanz Frandsen @FrandsenHanz]

@CDavidFloyd Thats also a good theory, what about Taiwan?

[Hanz Frandsen @FrandsenHanz]

I wonder how much of all this selling $IREN, $NVDA, hyperscalers and so on is quarter end rebalancing, window dressing and profit taking, quarter end related??

[Hanz Frandsen @FrandsenHanz]

@SmallCapSnipa Offcourse $IREN will do a lucrative sponsorship deal. All this reminds me of $CLSK private jet. Cant decide which one I dislike the most.

[Hanz Frandsen @FrandsenHanz]

@SmallCapSnipa Absolutely a waste of money.

[Hanz Frandsen @FrandsenHanz]

@Agrippa_Inv Absolutely waste of money. Someone intelligent got the idea for the 6 Billion ATM, might it be the same person who got this idea also...

[Hanz Frandsen @FrandsenHanz]

@CDavidFloyd true, but mabe its not retail doing the selling, if its the pro's then they dont need it to do massive outperformance to lock in profits.

[Hanz Frandsen @FrandsenHanz]

@RHouseResearch @jiahanjimliu why

[Hanz Frandsen @FrandsenHanz]

@jiahanjimliu Interesting to see some of the true believers also doubt this comminactions strategy. I agree with the merger ideas, and would add $NBIS merger as the best route to unlock value, or simply buy Sambanova

[Hanz Frandsen @FrandsenHanz]

@CDavidFloyd You are right. But $NBIS and $IREN got pretty hot. They dont to 5x in the quarter for some to take profits. But $NBIS is actually holding up pretty strong relatively

[Hanz Frandsen @FrandsenHanz]

@jiahanjimliu I dont but this rational thought. Dont think $NVDA would be this hand on in advising $IREN. I like the theory, it would make sense, but I think this is an $IREN decision only. And why not F1? I mean $CRWV is doing F1.

[Hanz Frandsen @FrandsenHanz]

@onestoploss I dont but this rational thought. Dont think $NVDA would be this hand on in advising $IREN. I like the theory, it would make sense, but I think this is an $IREN decision only. And why not F1? I mean $CRWV is doing F1.

[Hanz Frandsen @FrandsenHanz]

@danroberts0101 @warriors Suggesting $IREN buy Sambanova

[Hanz Frandsen @FrandsenHanz]

@MktMavPro Seems like a waste of money. Customers will come. Focus on product.

[Hanz Frandsen @FrandsenHanz]

@edge_of_power AI sales starting to justify the cost of the build out, according to the article

[Hanz Frandsen @FrandsenHanz]

@edge_of_power Guess your right about the reason for the dump today. Higher prices for DC build out. But Bloomberg has an article today about profits and AI, interesting read

[Hanz Frandsen @FrandsenHanz]

$IREN what is this price action. What would have happened if the general market had tanked? IS this heavy ATM or whats going on. Dan we need answers

[Hanz Frandsen @FrandsenHanz]

$IREN we are getting hit left and right. Chinese model, open source model, efficiency gains, market broadening, index rebalancing, momentum questioning and sentiment. We need management to do deals, and buy Sambanova. Not financial Advice