PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Cite asCryptoQuant has tracked the directional calls on NVDA by @TheBigBerbowski on X since Jul 2025: not yet scored on NVDA (as of Nov 11, 2026).
Other assets covered (33)
Relative view by default: TheBigBerbowski leans one way on 96% of days, so a softer or opposite tone stands out against their usual stance.
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
When Mr. Burryied becomes a bull, we hit the bottom. $CRWV $NVDA Any other signs? https://t.co/ceTlGKnC4f
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
View original →Not a fan of buying extremely hot stocks like $NVDA, but at this level seems like a no-brainer. Each 6-9 months, Mr. Market offers us a hyperscaler/mega cap at a discount. We've seen it with $MSFT $META $GOOGL. What do you think? Bottom in for $NVDA?
View original →Considering how market is reacting to $NVDA CEO's actions, I can only recommend one thing for neocloud CEOs... Level up you game.
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