Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 41 videos · 9 channels
Korea and memory
2 videos · 1h 06mLeverage has contracted, but the stronger-for-longer hardware view still faces Chinese capacity and volatility risk.
Korea’s leverage washout leaves the hardware thesis intact
Timothy Moe said conviction in a stronger-for-longer AI hardware cycle remained very high after Korea’s leverage-driven correction.
Korean desk cites sold-out 2027 DRAM and HBM bookings
The Korean-language program cited a DigiTimes report that 2027 DRAM and HBM advance allocations were fully sold out.
Oil and rates
1 video · 28mHorwitz targets cheaper crude; Bloomberg’s cross-asset view says sticky energy limits bond upside.
Oil rallies near $85 are a sale for Horwitz
Horwitz said he would be a longer-term seller if crude returned to $85.
Operator evidence
2 videos · 1h 46mHSBC quantified AI productivity and resumed buybacks; Securitize distinguished issuer-backed shares from offshore derivatives.
HSBC resumes capital return after a strong quarter
HSBC’s quarter included a fresh $1 billion share buyback.
Issuer authorization is the dividing line in tokenized equities
Carlos Domingo agreed tokenized securities should be authorized by the underlying issuer.