Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 47 videos · 12 channels
Cloud ROI
1 video · 5mAWS revenue acceleration is the strongest spend-to-return evidence in the window.
AWS acceleration supplies a measurable capex return
D.A. Davidson's Gil Luria said AWS was running at roughly $170 billion annually and accelerating to 37% growth, with AI revenue carrying attractive margins; this is analyst interpretation, not Amazon guidance.
Memory contracts
1 video · 27mOne Korean transcript supplied the edition's strongest LTA detail; it was not treated as a purchase call.
Samsung's disclosed LTA ambition supports memory visibility
Hana Securities' Kim Rok-ho said Samsung discussed filling roughly 60%-70% of capacity with long-term supply agreements and described SK Hynix as having about ten completed agreements; the transcript is Korean and the remarks relay company calls.
Macro split
2 videos · 1h 28mLong-end tightening and the Treasury deflation hedge define a falsifiable disagreement.
Forward Guidance reads policy as a long-end tightening bet
Felix Jauvin and Quinn Thompson argued the Fed may be trying to tighten financial conditions through the long end without raising the short rate, while also warning that the AI buyer base may need a cooldown after leverage damage.
McGlone treats Treasuries as the paid deflation hedge
Bloomberg Intelligence's Mike McGlone described Treasuries as an equity put with positive carry and no decay, alongside bearish targets for gold, oil, and Bitcoin.
Flood stayed half in cash after the AI liquidation
Flood said his portfolio was about 50% cash—well above its usual level—and preferred patience after closing memory shorts, rather than chasing the first rebound.