Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on APLD by @matthew_sigel on X since Apr 2024: not yet scored on APLD (as of Nov 11, 2026).
Other assets covered (42)
6 APLD calls on record, a thin history.
Relative view by default: fewer than 30 APLD 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 @matthew_sigel to submit corrections.
Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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$META reports after the close. We think 3Q26 earnings could be positive read through for $CLSK & $APLD (among all PSPs and neos) - Look for Muse monetization and potential compute expansions to support it - FY 2026 capex guide is currently $130-145B - FY 2027 consensus capex guide is $193B Muse early adoption looks strong with 10.9M downloads and ~2.5M DAUs, much faster growth than other launches (although caveats being Muse launched on IOS and Android at once while ChatGPT, Claude and Grok were initially IOS only, and it was heavily promoted taking up most of Metas house-ad impressions). DAU durability is an open question due to this heavy marketing push. Lot of focus on Muse's monetization path and compute needed to support it, which is relevant for $CLSK which already has a 20-year lease with Meta at Sandersville (175MWs), and a LOI/exclusivity for 885MWs in its TX portfolio. Commentary supporting more 3P leases of capacity would be positive and would support lease execution of this additional power. Would be good to hear that Meta is back focused on utilizing its compute in-house rather than re-selling excess. Meta is also expected to come to debt markets shortly after earnings to fund capex plans, a smooth process could support their ability to keep expanding capacity via 3P leases (CLSK). It is also believed that APLD's two newest leases are with Meta (one unnamed hyperscaler), 300MW in Louisiana and 300MWs in North Dakota. Although this is unconfirmed. Also a potential beneficiary around commentary from Meta around wanting more 3P compute.
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