Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 56 videos · 13 channels
AI credit enters portfolios
2 videos · 2h 35mComplex issuance and rising term premia are making AI exposure a fixed-income risk as well as an equity factor.
AI-linked corporate debt complexity
Record investment-grade issuance includes complex AI-related structures; Santos advises single-security analysis of collateral and counterparty risk rather than treating hyperscaler debt as a monolith.
AI infrastructure bottlenecks slowing capex timelines
While AI spending remains high, physical infrastructure bottlenecks—specifically power grid access and construction labor—are causing data center projects to be completed slower than initially projected.
Owned data beats rented models
1 video · 23mHims says its closed-loop clinical data lets in-house models outperform third-party tools at materially lower cost.
Hims & Hers shifting to in-house AI models
CEO Andrew Dudum stated the company is moving away from third-party AI vendors like Sierra to build proprietary, in-house AI models trained on their own closed-loop clinical data, claiming these models are 70-80% cheaper and outperform external solutions.
Meta remedy surface
1 video · 3mThe trial could reach engagement algorithms, child data and models trained on that data, making the remedy more important than headline damages.
Meta faces material legal and business-model risk from child safety trial
Meta is defending against a state-led lawsuit alleging illegal data collection and addictive design. Plaintiffs seek $200 billion in damages and potential court-ordered changes to core algorithms like infinite scroll.
Geopolitical escalation risk to oil prices
David Woo argues that Iran has an incentive to disrupt Red Sea tanker traffic to drive Brent crude to $100-$120, aiming to pressure the US stock market and force a change in US policy. He notes that the market may be underpricing this escalation risk.