Cargo thieves target AI data center supplies in $1.3 million heists — $300,000 worth of copper wire and $1 million worth of equipment recovered outside Chicago

Both trailers have been reported stolen — the former taken from Pine Hill, Alabama, and the latter from Jacksonville, Florida. The original locations where these trailers were stolen show the nationwide scale of these th…

Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a ‘good idea’ appar

In the event that Nvidia does prioritize datacenter products over consumer ones, the already elevated prices of entry-level RTX 50-series cards might give way to a situation where one simply can’t buy these lower-priced,…

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending Claude Meets Blackwell Ultra: Anthropic’s Models Now Run on NVIDIA GB300 in Azure NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects two way trade until the … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending NVIDIA Brings Trusted, 24/7 AI Agents to Telecom Operations NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape recalibrates to … Read more

[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending HPE AI Factory With NVIDIA Expands for the Era of Agents MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape … Read more