Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Treasury plumbing
1 video · 1h 14mLong-end support may improve liquidity, but repeated yield reversals point to a solvency and inflation premium rather than a simple market-making problem.
Treasury buyback program as stress signal
The Treasury's expanded buyback program is interpreted as a signal of liquidity stress in off-the-run bonds, rather than just a routine debt management tool.
AI buildability
1 video · 10mThree-to-ten-year infrastructure lead times, local opposition and variable commitments are becoming more important than announced demand.
AI infrastructure investment timing mismatch
Sam Palmisano warns that AI infrastructure (data centers, chips, energy) has 3-10 year lead times, creating a mismatch with rapidly evolving software demand. He suggests that if adoption slows, these 'memorandums of understanding' may become variable commitments.
Memory cycle
1 video · 29mAI is extending memory tightness, but fab intensity and supply response still leave the industry exposed to a conventional cyclical peak.
Semiconductor memory remains a cyclical business
Mok Daegyun maintains that despite AI demand, memory semiconductors remain capital-intensive cyclical businesses tied to fab capacity and price cycles, requiring caution regarding cycle peaks.
Diesel supply risks and refinery margins at record highs
Fernando Ulrich notes that diesel prices and refinery crack spreads are near record highs due to refinery disruptions and geopolitical risks in the Middle East.
90-day tariff relief on ground beef imports
The U.S. government announced a 90-day tariff relief for up to 300,000 metric tons of ground beef imports to address high consumer prices, though experts argue this is a short-term 'Band-Aid' that does not resolve structural domestic cattle shortages.