Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Newsletters provide technical deep-dives on Nvidia's architecture and issue direct bearish calls on specific equities.
Themes on this desk
Nvidia Architecture
Vera Rubin NVL72 confirmed as next-gen Oberon architecture.
Bearish Directives
Direct sell recommendations issued for ATEC, TNE, and XRO.
Nvidia Vera Rubin Architecture Details
The Vera Rubin NVL72 is identified as the second generation of Nvidia's rack-scale Oberon architecture, featuring a LUT-based Tensor Core and SM140 Feynman design.
Provides technical context for Nvidia's next-generation inference performance and rack-scale efficiency.
Watch Performance benchmarks for Rubin vs. GB200 NVL72 in inference TCO and software compatibility.
Source →Bearish directive on Alphatec Holdings
The author explicitly advises against holding ATEC, signaling a bearish stance.
Indicates a negative sentiment shift for the equity without provided fundamental rationale.
Watch Price action and volume following the sell signal.
Source →