Tag
matthew sigel
5 articles
Matthew Sigel Reports Supermicro Exceeds F1Q27 Guidance on AI Demand
Matthew Sigel, head of digital assets research at VanEck, highlighted Supermicro's strong preliminary Q1 2027 results on X.
Matthew Sigel Reports Blackwell Ultra GPU Rental Prices at New All-Time High
VanEck's head of digital assets research highlighted a sustained surge in GPU rental costs on X today.
Matthew Sigel Questions CIFR's Financing Timing During Stock Swings
Matthew Sigel, VanEck's head of digital assets research, highlighted recent stock movements for $FRMI and $CIFR, questioning the timing of CIFR's convertible bond offering.
Matthew Sigel Projects BTDR to Reach $7 Billion in AI Cloud Revenue by FY28
VanEck's Head of Digital Assets Research detailed the path for BTDR to achieve significant AI Cloud revenue, citing secured power and customer contracts.
Matthew Sigel Says SEC Formalizing Crypto Custody Rules
VanEck's head of digital assets research stated on X that the SEC is transitioning from informal guidance to formal rulemaking for crypto custody for investment advisers and funds.