Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 60 videos · 15 channels
Scarcity versus leverage
2 videos · 1h 29mCompute remains scarce, while lease commitments and residual-value support move risk onto infrastructure balance sheets.
AI compute demand remains supply-constrained
Demand for AI computational power continues to outstrip supply, with prices biased upward despite the emergence of alternative accelerator startups.
Hyperscaler purchase commitments reach $1.5 trillion
Goldman Sachs analysis of hyperscaler regulatory filings identified $1.5 trillion in lease commitments, with $1 trillion yet to be recognized, raising concerns about understated leverage and future liquidity needs.
Long-end fragility
1 video · 6mFiscal risk, strong equities and possible Japanese repatriation keep pressure on long sovereign yields.
Japanese repatriation risk to global assets
Japanese domestic bond yields are becoming attractive, potentially forcing Japanese investors to sell overseas equities and credit to repatriate capital.
Hormuz versus supply control
1 video · 1mThe expired US-Iran arrangement leaves escalation risk live even as the White House argues oil should keep falling.
Trump administration signals continued downward pressure on oil prices
President Trump stated that the US maintains control over the Strait of Hormuz via an effective blockade, currently extracting millions of barrels of oil per week, and expects prices to continue falling unless drastic escalations occur.
Scaling of autonomous drone delivery
Partnership between Zipline and Uber aims to scale drone delivery to one million daily deliveries, citing cost competitiveness with gas vehicles.