Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 67 videos · 15 channels
AI credit architecture
1 video · 30mThe $500 billion figure is not contractual; lender risk still turns on residual values and guarantees.
NVIDIA's $500 billion figure is an intention, not a guarantee
Bankless stressed that the announced financing alignment is not a contractual obligation and does not guarantee $500 billion will flow into AI infrastructure.
Network and power
1 video · 8mCisco reported broad order growth while Bernstein located practical build constraints in power and labor.
Cisco says network orders accelerated broadly
Cisco CEO Chuck Robbins said quarterly orders grew more than 30%, with enterprise up 21% and public sector up 30%, early in the current cycle.
Rates, liquidity and allocation
3 videos · 2h 39mSofter inflation did not end long-end disagreement; liquidity growth rolled over, while an early Argentina investor disclosed taking profits and moving aside.
Global liquidity growth has rolled over
CrossBorder Capital's Michael Howell said the global liquidity cycle peaked and its growth rate is now falling, despite an elevated absolute level.
BlackRock sees capex underbuilt while rate risk rises
BlackRock's Mike Pyle said capital-market demand tilts long-rate risk upward, but the capex environment still looks underbuilt rather than overbuilt.
Argentina fund closed after a 40% dollar return
José Carlos Carvalho said his firm closed the Argentina fund it launched at the start of Milei's government after the fund returned 40% in dollars.