Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 81 videos · 14 channels
AI IPO valuations
2 videos · 3h 17mOpenAI's $40B run-rate and Anthropic's $11.5B Q2 revenue with a $190-200B 2028 projection drive debate over IPO froth; Calacanis advises waiting for post-IPO pullbacks.
SanDisk initiated overweight by J.P. Morgan, sees 47% upside
J.P. Morgan initiated coverage on SanDisk with an overweight rating, citing its unique position to capture AI-driven memory demand. The firm set a long-term revenue growth target in the mid-to-high teens through 2030 and a price target implying 47% upside.
Anthropic's Q2 revenue surged 14-fold to over $11.5 billion ahead of potential mega IPO
Anthropic told prospective investors its Q2 revenue jumped at least 14-fold year-over-year, with preliminary revenue exceeding $11.5 billion in the latest quarter, as it meets with investors ahead of a potential mega IPO.
Memory and optics
2 videos · 1h 33mJ.P. Morgan initiates overweight on SanDisk; Corning sees enterprise fiber business doubling on AI scale-up; Korean speakers note Samsung and SK hynix rebound on hyperscaler capex clarity.
SanDisk initiated overweight by J.P. Morgan, sees 47% upside
J.P. Morgan initiated coverage on SanDisk with an overweight rating, citing its unique position to capture AI-driven memory demand. The firm set a long-term revenue growth target in the mid-to-high teens through 2030 and a price target implying 47% upside.
Corning's scale-up fiber optics could double enterprise business size
Weeks explains that if optical fiber replaces copper in AI server scale-up architectures, Corning's enterprise business could grow to two to three times its current size, representing a major future opportunity.
Iran and energy
2 videos · 59mU.S. readies economic isolation but Kennedy doubts capitulation; Wasser expects repeated cycles; oil near $89 with Hormuz disruption risk persistent.
SanDisk initiated overweight by J.P. Morgan, sees 47% upside
J.P. Morgan initiated coverage on SanDisk with an overweight rating, citing its unique position to capture AI-driven memory demand. The firm set a long-term revenue growth target in the mid-to-high teens through 2030 and a price target implying 47% upside.
US-Iran conflict seen as protracted forever war with repeated escalation cycles
Bloomberg Economics Defense Lead Becca Wasser argues the US-Iran conflict is a protracted war that cannot be won militarily, with shifting US objectives and Iran's survival aim making diplomacy difficult. She expects repeated cycles of fighting, with pauses allowing adaptation and rearmament, leading to bloodier rounds and potential geographic expansion.
Nvidia-led $500B Wall Street alliance and SEC data center collateral rules ease AI funding
Lee Seon-yeop highlights that a reported $500B Wall Street financing alliance tied to Nvidia and a US regulatory shift treating data centers/GPUs as collateral address key AI infrastructure funding concerns, including for OpenAI and Oracle.