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 MSFT by @matthew_sigel on X since Apr 2024: not yet scored on MSFT (as of Nov 11, 2026).
Other assets covered (42)
1 MSFT call on record, a thin history.
Relative view by default: fewer than 30 MSFT 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.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Going after $MSFT core business https://t.co/xveozuy1pn
View original →These are A100 chips that powered Bing under a deal made in 2023. MSFT has been among the most neo-reliant and is looking to bring more production in house and on balance sheet. Still, $CRWV fell $3 on this headline and turned briefly down on day. https://t.co/jg9P84HZiS
View original →$IREN +11% AH - decent quarter vs expectations given the MSFT issues. Sounds like they are preparing for possible capex cuts, isolating funding sources to hit $25B capex (guide $25-30B last quarter) without equity or converts. Sold compute at $40M/MW to Anthropic; and 90% prepay on a $22M/MW 5-year deal. Pricing keeps rising. More on call at 5pm.
View original →Replies noting the original assumes 100% uptake. Fair, but it also just annualized the savings instead of capitalizing them. MSFT's last voluntary retirement offer saw ~30% acceptance. This one is broader and MSFT expects a lower take rate; call it 10% for a conservative case = $2.4B/year in ongoing savings. Discounted as a perpetuity at 10% gives ~$24B of PV. Same 2:1 leverage still supports ~$72B of capex capacity, basically the original figure.
View original →60k workers at $400k fully loaded is $24B a year (~13% of EBIT), levered 2-1 debt-to-equity, would fund about $70B of capex, almost exactly equal to MSFT consensus y/y capex increase. https://t.co/1hQRo2N1k9
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