Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Independent analysts are flagging emerging bottlenecks in AI optics and presenting secular short arguments against Alphabet.
Themes on this desk
Alphabet Short Thesis
Analysts are building a secular short case against Alphabet, contradicting institutional consensus.
Optics Bottleneck
Continuous Wave (CW) lasers are identified as a critical emerging bottleneck in the AI optics supply chain.
Alphabet secular short thesis
The author argues that Alphabet is a secular short, contradicting the current trend of institutional investors piling into the stock.
Suggests potential structural headwinds for Alphabet that may be overlooked by consensus institutional positioning.
Watch Performance divergence between Alphabet and broader tech indices or search market share data.
Source →Emerging bottleneck in AI optics
Citi has identified a developing bottleneck in the optics supply chain specifically related to Continuous Wave (CW) lasers.
Potential supply constraints for AI hardware could impact revenue growth for companies reliant on these components.
Watch Supply chain commentary from optics manufacturers and lead time reports for laser components.
Source →