Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 40 videos · 7 channels
Memory supply
1 video · 29mA former SK Hynix analyst argues that supply discipline, not demand alone, determines the memory cycle.
Memory's cycle risk is supply-led
SK Hynix alumnus Lee Ju-wan argued that memory cycles are driven by supply rather than demand, making the price-led upswing vulnerable when production discipline changes.
AI demand
1 video · 3mTSMC's July sales provided a harder demand signal than the market's AI narrative.
TSMC sales kept the AI hardware demand signal intact
Bloomberg reported that TSMC's monthly sales rose 45%, presenting the print as evidence of sustained demand for AI hardware despite July market volatility.
Hormuz mechanics
1 video · 3mThe Oman route would initially restore only a trickle of traffic while wider conditions remain unresolved.
The Oman mechanism would only partly reopen Hormuz
Bloomberg's Iran correspondent said the Oman mechanism would, on Iran's account, only temporarily open the Strait of Hormuz and allow a trickle of traffic.
Vault risk has shifted from code to operations
Veda CEO Sun Raghupathi said smart-contract risk has fallen while key-management and operational risk have increased across the onchain vault stack.
Apple's bull case rests on a later hardware upgrade cycle
Deepwater's Gene Munster expects a major consumer-hardware upgrade cycle and argues Apple shares are undervalued. This is an analyst view, not company guidance.