Called $SNDK bullish on Feb 5, 2026: $SNDK rose 232% in 5 months.
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PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Cite asCryptoQuant has tracked the directional calls on PEP by @TheBigBerbowski on X since Jul 2025: not yet scored on PEP (as of Nov 11, 2026).
Other assets covered (33)
3 PEP calls on record, a thin history.
Relative view by default: fewer than 30 PEP 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.
Called $SNDK bullish on Feb 5, 2026: $SNDK rose 232% in 5 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
OpenAI's Q3 2026 results: • Revenue: $10B, up ~50% QoQ • Operating loss: $10.9B, vs. $10.1B in Q2 • Adjusted operating margin: -109%, improving from -150% Impressive revenue growth, but the company is still losing more than $1 for every $1 generated in revenue. The good news is that operating efficiency is improving. The bad news is that absolute losses continue to grow. Mr. Market likes it. $NBIS $CRWV $IREN
View original →Maybe not dead, not yet. Mike Intrator CEO during the call yesterday: "This year, we have collected prepayments on 70% of our deals, with customers funding up to 100% of the contract value upfront." "We have 10x as much qualified demand as available capacity through the end of 2027, and demand for 2028 is already several times larger than our available capacity, even before we have brought it formally to market." "We are largely sold out through 2027. There is overwhelming demand for that, and we are not sold out through 2028. We're not sold out through 2028, but any infrastructure that we have placed on the market has been sold. We have significant demand that we could deliver that infrastructure into." $CRWV $NBIS $IREN
View original →Looks like a dying sector. Rip $CRWV $NBIS $IREN $CIFR. https://t.co/1zLZncY2HM
View original →Unbelievable. Important to note, this is at least one week old. It's even lower now. Still, bubbly according to some folks. "The S&P 500 semiconductors now trade at 13.8x forward earnings, 45% below the January peak and the lowest since July 2022. Relative to the S&P 500, Semiconductors trade at a 25% discount, the widest since December 2018, having commanded a 66% premium at the height of the AI trade in June 2024. " $MU $SKHY $NVDA
View original →$NVDA at the level from July 2025, is the support at this level? RSI 23 - heavily oversold. Criminal discount? Justified? https://t.co/igqTx0tjIL
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