Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Ten letters landed: two captured bodies and eight public excerpts. The strongest usable excerpts centered on AI earnings checkpoints and model architecture.
Themes on this desk
AI earnings checkpoints
Memory, optics and power move from sentiment to company guidance and ramp proof.
Model architecture
SemiAnalysis highlighted Kimi K3's compressed-memory and routing design.
AI earnings move from sentiment to checkpoints
The captured Asymmetrical Bets excerpt frames seven reports across memory, optics and power after a sharp semiconductor drawdown.
The excerpt provides a desk agenda, not the underlying full analyses.
Watch Track company guidance across memory, optics and power.
Source →AAOI's capacity claim faces an earnings test
The captured excerpt says customer demand exceeds AAOI capacity and centers the Q3 guide, 800G ramp and profit conversion.
The capacity claim is the author's and remains to be tested by company results.
Watch Check the August 6 guide, ramp timing and margins.
Source →SemiAnalysis flags Kimi K3 architecture
The captured SemiAnalysis excerpt highlights compressed memory, attention across depth, latent expert routing and serving performance.
The available excerpt supports an architecture watch, not a complete model-economics thesis.
Watch Watch disclosed serving efficiency and reproducible benchmark detail.
Source →