matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE).
Disclosures
加入 July 2017
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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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