Daily Alpha · X
· Post-Market Alpha · by Buzzberg Research
High-alpha and peer-followed voices supplied capex convergence, a structural RDDT disagreement, refinery scarcity, and clearly separated fresh purchases from intended adds.
Themes on this desk
Bottleneck capex
Raised capex and reported compute shortages keep upstream networking, memory and power demand live.
Disclosed action
AMKR and BE were explicit recent adds; SIVE, AAOI, Filtronic, PL and IREN were intentions or triggers, not fresh fills.
RDDT disagreement
AI-search acquisition risk is current; usage-based data pricing is an upside option rather than a signed outcome.
Ticker heat
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Top voices by smart followers and alpha score
Market Radar →Hyperscalers raised the aggregate 2026 capex range
Serenity cited combined 2026 capex guidance of about $720-$745 billion across Amazon, Meta, Google and Microsoft, up from the prior range.
As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined capex forecast to ~$720-$745 Billion.
The capital commitment supports upstream demand even while investor-level returns remain contested.
Watch Actual spend, cloud pricing power and project delays.
Source →Serenity disclosed a fresh AMKR add in the $40s
Serenity explicitly said he added AMKR in the $40s after the post-earnings drop; the cited supply agreements support a 2027-28 thesis, not a near-term guarantee.
Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER,
This is a real disclosed fill in advanced packaging, not bullish language inferred as a purchase.
Watch 2027 ramp evidence and the longer-dated 2028 revenue bridge.
Source →AI search threatens Reddit's new-user acquisition
Stock Market Nerd argued that AI search may be disrupting how new users discover Reddit and begin their adoption curves despite the headline beat.
It’s people contemplating the structural impact AI search is having on new users finding its platform & beginning their adoption
The disagreement is about growth-engine duration, not the quarter just reported.
Watch US daily actives, Google referrals and evidence that direct acquisition improves.
Source →Refining capacity has no global slack
TheValueist said global refining has no slack and turnarounds are being deferred into 2027.
there is no slack in the system globally, and turnarounds are being kicked-out into 2027.
The claim converges with Exxon's operator-level explanation of elevated pump prices.
Watch Turnaround schedules, utilization and crack spreads.
Source →Kaizen disclosed a recent BE add
Kaizen said he was not selling and had added BE two days earlier; his Filtronic and PL comments were future intent, not completed buys.
@BlackPantherCap No, not selling at all. I’ve added $BE two days ago.
This is a first-person disclosed purchase with a clear timing distinction.
Watch Any follow-through adds and company execution.
Source →