Odaily Morning Brief

1. Megaspeed responds to the Jensen Huang incident: hires a U.S. law firm to conduct a comprehensive GPU inventory and cooperate with BIS inspections;

2. Renaissance, owned by the "Quant King," cut its NVIDIA Q3 holdings by 99.7% and significantly increased its stakes in Micron and AMD;

3. Because "there is no longer any need to worry about offending Jensen Huang," a certain cloud vendor has begun considering purchasing alternative chips from Google and AMD;

4. A certain whale turned to buying ETH after losing more than $2 million on a DOGE investment, spending $10 million to bet on a rebound;

5. Bloomberg lists 8 potential successors to Jensen Huang: 2 internal candidates and 6 external hires;

6. Analyst: There are concerns that NVIDIA's successor CEO may not provide enough support to Neocloud, potentially weakening the company's growth flywheel;

7. An Alameda Research wallet transferred 93,150 SOL to Coinbase, worth approximately $7.51 million;

8. A NVIDIA employee posted a call for Jensen Huang to return, receiving more than 1,600 comments;

9. A certain whale spent $4.3 million to buy altcoins from Binance, heavily positioning in VIRTUAL, PEPE, and UNI;

10. He Yi: Judicial freezing will be cooperated with at all financial institutions.