Andrew Fraley

[Andrew Fraley @OriginalHB66]

@FransBakker9812 I don’t typically respond to nonsense. You completely misrepresented both of our positions, but I still love you 😘

[Andrew Fraley @OriginalHB66]

@stoolpresidente Your squad is worse than your haircut this year 😘

[Andrew Fraley @OriginalHB66]

@elonmusk

[Andrew Fraley @OriginalHB66]

@kishawn07 @aleabitoreddit Kishan,
Great info! Two things. One, convert arbs don’t cover (buy) when stock goes up. They do the opposite (sell) as part of their delta hedging. Two, IREN rarely gets mentioned by Nvidia, why would they be a priority for $500bn facility?

[Andrew Fraley @OriginalHB66]

@bitcoinbutcher1

[Andrew Fraley @OriginalHB66]

@bitcoinbutcher1 @GregAbbott_TX @VistraCorp @ERCOT_ISO

[Andrew Fraley @OriginalHB66]

@bitcoinbutcher1 @wallstengine

[Andrew Fraley @OriginalHB66]

@bitcoinbutcher1 @osoloco22 @_Sgr_A_Star I don’t have convert details. However, anyone with access to Bloomberg can pull up convert details and it should provide theoretical delta. For example, if there is $2bn of converts and theo delta is 60%, then $1.2bn short as delta hedge (27mm shares)

[Andrew Fraley @OriginalHB66]

@FransBakker9812 Shorter contracts 6months to year $40mm/mw 👀

[Andrew Fraley @OriginalHB66]

@FransBakker9812 $4.5bn 26, $12.5bn incremental 27. Yes I believe so

[Andrew Fraley @OriginalHB66]

@FransBakker9812 17BN 27 ARR. what multiple does NBIS and CRWV trade comparably

[Andrew Fraley @OriginalHB66]

@FransBakker9812 Sent GS fireside to you

[Andrew Fraley @OriginalHB66]

@mikealfred

[Andrew Fraley @OriginalHB66]

@FransBakker9812 Lack of ARR guidance was a mistake

[Andrew Fraley @OriginalHB66]

@FransBakker9812 At one point, thinking was Nvidia into rest of Childress. Current thoughts?

[Andrew Fraley @OriginalHB66]

@mikealfred

[Andrew Fraley @OriginalHB66]

@bitcoinbutcher1 @scludweed @JensenHuang