Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 60 videos · 11 channels
Compute conversion
3 videos · 1h 30mDOCN and SpaceX supplied revenue evidence; Gavin Baker supplied private-market demand checks; the unlock and hyperscaler volatility remain the counterweight.
DigitalOcean converted inference demand into cash-generating growth
CEO Paddy Srinivasan reported 29% growth, an 800% year-over-year increase in inference revenue and more than $200 million of AI revenue while remaining cash-flow positive.
SpaceX's compute backlog moved the story beyond launch
Bloomberg Intelligence tied a $47.5 billion backlog to AI-compute demand that includes Anthropic and Google, while noting the valuation remains demanding.
AI demand data accelerated through the selloff
Gavin Baker said GPU availability, rental pricing, DRAM spot prices and token growth were accelerating even as AI equities fell sharply.
Physical products
1 video · 2mRefinery utilization was already near its ceiling even as crude traded on diplomacy.
Refiners cannot answer a product shortage with more throughput
Stephen Schork said Gulf Coast refineries were running at 97% and Midwest plants near full capacity while diesel and gasoline forward curves still signaled product shortages.
Yen bridge
1 video · 5mBofA sees stronger intervention firepower, while Steve Englander says organic capital outflows still require a policy cure.
BofA sees coordinated intervention breaking the yen's 155 level
Shusuke Yamada argued that US participation and a Fed repo facility remove the reserve constraint, making a break of 155 plausible, but said durable success still needs BOJ hikes and fiscal balance.