Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
TSMC capex and revenue forecast hike
TSMC raised its annual capital expenditure and revenue projections, citing strong global demand for AI infrastructure, despite investor concerns regarding monetization and token maximization costs.
South Korean retail market facing massive margin calls
Data from Korea's financial supervisory service indicates that 1.2 million leveraged retail accounts triggered margin calls, with approximately 320,000 accounts forcibly liquidated.
Bab el-Mandeb as the next critical oil chokepoint
The speaker identifies Bab el-Mandeb as the primary risk for oil markets, noting that Houthi attacks could trigger insurance cancellations similar to the Hormuz event, threatening 4+ million barrels per day of Saudi crude.
Uber's platform synergy strategy
Uber's $14.8B acquisition of Delivery Hero is driven by the 'power of the platform,' where users of both mobility and delivery services spend three times more than single-product users.
Netflix revenue and cash flow miss
Netflix reported a second consecutive quarter of disappointing earnings, with Q2 revenue missing estimates and free cash flow falling significantly short of expectations ($1.53B vs $2.72B).