PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Cite asCryptoQuant has tracked the directional calls on CIFR by @TheBigBerbowski on X since Jul 2025: not yet scored on CIFR (as of Nov 11, 2026).
Other assets covered (33)
Relative view by default: fewer than 30 CIFR calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @TheBigBerbowski to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Looks like a dying sector. Rip $CRWV $NBIS $IREN $CIFR. https://t.co/1zLZncY2HM
View original →I have to ask, why news have to be in all caps? Is it to add more drama? Improve readability? Poster is actually screaming? Check this out: "Softbank may rethink U.S. neocloud business and shift its focus to other regions." Doesn't sound that bad at all? $NBIS $IREN $CIFR https://t.co/7dWmWpUrcM
View original →Where do we go next week? Predictions? Are $NBIS $CRWV allowed to disappoint, even slightly? $CRWV $NBIS $IREN $CIFR $WULF https://t.co/2itpyZiqhT
View original →Maybe it sounds like a cliché. Maybe it is one. Doesn't really matter, but the market is a great teacher. Human behavior, psychology, mental strength, fear, hope, greed. You name it. I'll use $NBIS, $CIFR, $AAOI and similar names as examples. Just a few months ago, these were attractive stocks. People sharing research were thanked for their work. Everything was great. Prices were going up. Fast forward a few months. Now the stocks are pure shit. The same people sharing research are suddenly clown ape grifting degenerates who know nothing about the market. Everything is terrible. Prices are going down. Of course, fundamentals change, and research can be wrong. There's nothing wrong with questioning someone's thesis. But if you're judging the quality of someone's research based on a few months of price action, maybe the clown you're looking for is the one staring back at you from your bathroom mirror.
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