Forward observations are the activities of frontline personnel who monitor enemy activity, report intelligence, and direct fire support to accurately strike targets.
Forward Observations Desk is a field-deployed intelligence function within an investment organization that gathers real-time, on-the-ground insights → through site visits, and supply-chain checks— to inform trading decisions and validate or challenge market narratives ahead of broader consensus.
Today’s piece is brought to you by LRMI’s Forward Observations Desk, Enjoy!
A SemiAnalysis tweet hit X yesterday with two GB300 dev racks CoreWeave scrambled to deploy after their cluster went down. Standard AI infrastructure stuff — until you actually look at the photo.






