Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 74 videos · 18 channels
Capital structure
1 video · 3mUtilization and free cash flow now matter more than capex totals.
AI earnings test shifts from capex to capital structure
Plexo Capital's Lo Toney said revenue beats are no longer sufficient: investors now need evidence that new AI capacity is utilized and returns free cash flow. This is a capital-structure critique, not a claim that demand has vanished.
Quality
1 video · 5mThe rotation favors stable earnings, balance sheets and cash generation.
Quality rotation is about cash flow, not abandoning technology
Morgan Stanley CIO Mike Wilson described the semiconductor correction as a multiple and earnings-revision adjustment, while defining the emerging quality leadership through earnings stability, balance sheets and free cash flow.
Operator turns
2 videos · 14mUPS and JetBlue supplied company-specific cash and earnings targets.
UPS says the Amazon reset is complete and cash covers the dividend
UPS CEO Carol Tomé said the Amazon glide-down is behind the company, automation is lowering handling costs, healthcare logistics is growing, and expected cash generation exceeds dividend obligations.
JetBlue ties its turnaround to pricing power and a 2028 earnings target
JetBlue CEO Joanna Geraghty said industry pricing power and JetForward initiatives support a stated target of $1 EPS in 2028, while acknowledging airfares remain below 2019 levels in real terms.