matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE).
Disclosures
参加 July 2017
2.5K フォロー中 65.7K ファン
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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