Brad Davidoff

From duration & carry to data & compute. Former FI trader gone full-on AI investor.

[Brad Davidoff @brad_D6]

@Scaramucci @novogratz I listen to this podcast religiously. Why? To hear Novo’s hot takes. He’s a true Wall Street pro. He’s also large reason GLXY my largest single name position (4% of nw). I also like that Mooch sticks to interviewing. I can’t take him seriously. Too much TDS, owns MSTR and STRC??

[Brad Davidoff @brad_D6]

@MythusCelis Wrong! Once new tenant announced Galaxy will start earning revenue 18 months or earlier from signing, so early 2029 with full earning in 2030. They starting earning on CoreWeave lease 13-14 months after signing, fyi.

[Brad Davidoff @brad_D6]

@vtchakarova looks like a very trustworthy and honest general, good work cnn giving evil a platform!

[Brad Davidoff @brad_D6]

@Wizardofdigi19 Are you 10 years old or just retarded? All you do is insult with no supporting facts. You’re a joke, have fun losing your money and whining on social media platforms!

[Brad Davidoff @brad_D6]

@Wizardofdigi19 Jane Street is a net contributor to profits. You want them betting with you not against you. Explain your position how is it a bad thing to have Jane St as a tenant and partner??

[Brad Davidoff @brad_D6]

@Wizardofdigi19 Jane Street would be a great partner...combine best human brains with AI brains in Galaxy ecosystem...all for it!

[Brad Davidoff @brad_D6]

@BlankBetss Convert offering into stock bullishness is sign of smart mgmt, 1.25% coupon and no dilution until stock exceeds $11.86 due to capped call. Hiring of Jonathan Mir, former MD and Head of the North American Power & Utilities Group at Lazard, paying off!

[Brad Davidoff @brad_D6]

@BlankBetss Standard is for Wall Street book runners to push up stock price then do convert into higher vol, higher price environment, giving issuer much better execution. These deals are buy signals to me. I own very little but will now up my position into today’s weakness.

[Brad Davidoff @brad_D6]

@dataWyatt @pmarca When I listen to this AI bull case, I get more scared. Is it just me?

[Brad Davidoff @brad_D6]

@RHouseResearch @NicolasFlamelX @Franchise9494 I too have been GLXY shareholder since 2019. Only thing that would concern me is if Novogratz were to ever use data center profits to prop up the crypto business. Outside of that, just a matter of time until Mr Mkt rerates. But full value only gets realized thru a spin.

[Brad Davidoff @brad_D6]

@danielisdizzy CoreWeave has a much higher risk of default should the market go into a 2008 tailspin. That has to be discounted.

[Brad Davidoff @brad_D6]

@stefanvanderlux Interested

[Brad Davidoff @brad_D6]

@FunOfInvesting Usually Wall Street banks do run up prices before they are about to issue a convert or issue more equity.

[Brad Davidoff @brad_D6]

@DisasterCrypto @NicolasFlamelX @galaxyhq @novogratz Disagree, keep damn executing, story will eventually write itself!

[Brad Davidoff @brad_D6]

@RichLoPresti @NicolasFlamelX @galaxyhq @novogratz Lol…but rather see them execute operationally (as they have done) than execute on telling a story as too many impatient ppl on X keep crying about.

[Brad Davidoff @brad_D6]

@RHouseResearch @Lazarus_Capital Having a higher LTC also adds risk to any project. I’d rather see Crwv use a more balanced financing strategy.

[Brad Davidoff @brad_D6]

@KARLW0LF Only thing I worry about is financing terms that would otherwise be better with a stronger equity price.

[Brad Davidoff @brad_D6]

@MythusCelis @RichLoPresti Let’s not get ahead of ourselves

[Brad Davidoff @brad_D6]

@ViralMuzik1989 if he liked IREN's business he would have bought straight equity. Like Nividia, sounds like he's not 100% convinced so would rather own an option.

[Brad Davidoff @brad_D6]

@Saul_Sadka @FleishmanSimon But on this score Eyal is wrong.
UAE and Saudi view radical Islam as an existential threat to their regimes; they aren't merging with Iran and Pakistan, they are managing them.