Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Semiconductor memory supply shortage to persist through 2027
Memory wafer production capacity is fully utilized with no material expansion expected until late 2027, ensuring a structural shortage.
Erosion of oil market shock-absorption buffers
Strategic buffers that stabilized oil prices during the Strait of Hormuz disruption—specifically SPR releases and Chinese demand restraint—have been significantly depleted.
Stripe/Block/Advent bid for PayPal likely to increase
Chamath Palihapitiya expects the initial $53B acquisition bid for PayPal to rise by 10-15% as the deal structure evolves and potentially attracts competing bidders.
Korean defense sector structural growth
Korean defense firms are transitioning from traditional artillery to high-precision naval and missile systems, such as LIG Nex1's Cheongung II and HD Hyundai Heavy's SMR-powered naval vessels, which are seeing increased global demand.
Bank earnings mask core lending deterioration
While banks report record trading and investment banking revenues, their core lending profitability has declined for six consecutive quarters as private credit firms capture market share.