Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Long-end tightening
2 videos · 1h 23mBianco says the market is tightening for the Fed; MacroVoices watches for bonds to stop falling on bad news.
The market is tightening until the Fed restores credibility
Jim Bianco argued that the Fed's hold left bond traders to tighten conditions themselves; the 30-year yield reached 5.2%, a 19-year high.
Bad-news resilience is the long-bond reversal signal
Patrick Ceresna's bearish TLT setup was paired with a specific reversal test: watch for the day bonds stop falling on bad news.
Memory contracts
1 video · 23mA Korean interview cited roughly 70% five-year Samsung LTA coverage, separating earnings visibility from leveraged flows.
Samsung's five-year LTA coverage tempers the cycle analogy
Hwang Yoo-hyun said roughly 70% of Samsung's relevant demand was covered by five-year long-term agreements; this is a contract-visibility claim, not proof that memory prices cannot fall.
Physical buildout
2 videos · 8mMorgan Stanley called much of the selloff technical, while Entergy described a five-gigawatt Meta site and customer-paid incremental costs.
Morgan Stanley sees technical pressure in AI infrastructure
Stephen Byrd attributed much of the recent AI-infrastructure weakness to technical factors; elsewhere in the same transcript he argued underlying demand had not weakened.
Entergy says data centers cover incremental and fixed costs
Entergy CEO Drew Marsh said data-center customers pay all incremental service costs plus a share of fixed costs under its regulated structure.