Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 67 videos · 16 channels
Inference storage
1 video · 4mSanDisk’s CEO links inference deployment to a changed demand profile, while contract delivery remains the proof point.
Inference moved SanDisk into the AI demand path
SanDisk CEO David Goeckeler says the rapid expansion of AI inference made the company's role in scaled deployments clearer.
Hedges and duration
2 videos · 11mCheap equity protection coexists with deficit-driven long-bond caution and AI borrowing pressure.
Cheap index protection preserves equity exposure
Julian Emanuel says index protection is inexpensive and prefers hedging a still-positive equity view rather than exiting technology exposure.
Cooperman remains negative on long bonds
Leon Cooperman says he is very negative on bonds because neither political party is addressing the fiscal deficit and debt buildup.
Products over crude
1 video · 47mLost refining capacity keeps diesel and heating-oil economics tight even with crude in the $80s.
Lost refining capacity keeps products tight
Gulf Oil's Tom Kloza says global refining capacity is down roughly 7–8 million barrels a day, separating crude abundance from product scarcity.
CoreWeave's growth still consumes outside capital
The Bankless earnings discussion pairs strong GPU-rental economics with concern that CoreWeave is spending beyond current internal resources.