matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE). ❌️
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Joined July 2017
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These are A100 chips that powered Bing under a deal made in 2023. MSFT has been among the most neo-reliant and is looking to bring more production in house and on balance sheet.
Still, $CRWV fell $3 on this headline and turned briefly down on day.
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