Semi Doped — sniff.trade

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4w ago

1 trades tracked · Semi Doped

Daily Update - June 30th, 2026 — Anthropic Claude on Azure, Taiwan raids Super Micro, Digital Realty acquires Blackstone

@Semi Doped

Nvidia captures a new total addressable market as Anthropic shifts workloads from Trainium to Blackwell GPUs on Azure.

NVDNVDALONG@ $198.80

$199.37+0.28%

since call Jun 30

peak +6.9%

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