Mon Aug-31 19:04:15
times in Europe/Lisbon
🚨 Alert #1697 Mon Aug-03 19:00:49
What GPU Depreciation? NVIDIA A100, H100, And H200 GPU Rental Rates Continue To Price Upwards, As B200s Hover At Just Shy Of $6/Hour
Rental rates for NVIDIA's A100, H100, and B200 GPUs have increased since early 2026, suggesting longer asset useful lives and improved economics for AI hyperscalers.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary NVDA | ▲ bullish | PRICED | +3.69% | -0.17% | 197.69 | 208.66 | |
| META | ▲ bullish | PRICED | +6.00% | -0.49% | 562.45 | 597.04 | |
| counterparty MSFT | ▲ bullish | PRICED | +5.03% | -0.22% | 472.09 | 491.29 | |
| GOOGL | ▲ bullish | PRICED | +5.03% | -0.17% | 361.61 | 375.97 | |
| AMZN | ▲ bullish | PRICED | +4.47% | -0.32% | 275.80 | 286.78 | |
| peer AMD | · unclear | PRICED | +2.82% | +1.39% | 457.76 | 495.13 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +3.69% · Δ 30m -0.17% · px 208.16 (prev 200.75) → close -0.95% |
| S2 | MSFT | ○ skip | — | verdict PRICED — Δ prev close +5.03% · Δ 30m -0.22% · px 488.11 (prev 464.72) → close +0.06% |
| S3 | AMD | ○ skip | — | direction unclear for AMD → close -1.00% |
| S4 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +3.69% · Δ 30m -0.17% · px 208.16 (prev 200.75) |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.