matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE).
Disclosures
Joined July 2017
2.5K Following 65.7K Followers
We see more risk that NVDA misses estimates because its customers cannot get power than that the miners fail to lease their megawatts.
Our re-underwritten base case implies ~83% average upside across our powered-land holdings.
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