Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Treasury control test
2 videos · 47mTreasury officials and strategists see buybacks and the TGA as a yield cap, while the 30-year curve remains vulnerable.
Treasury intervention to cap 10-year yields
Ed Yardeni argues that the Treasury is actively using its $1 trillion cash balance and issuance tactics to prevent 10-year Treasury yields from exceeding 5%, viewing current levels as a normalization rather than distress.
GPU residual value and maintenance risks
While Hopper-generation GPUs retain 60-70% of their value after 3.5 years, long-term residual value is threatened by the potential obsolescence of minor components, which could render high-value chips unusable as 'scrap metal' if parts become unavailable.
AI adoption bottlenecks
2 videos · 47mCompute, power and collateral durability are constraining the pace and financing quality of AI deployment.
AI adoption is slower than expected due to economic inertia
Sam Altman stated that AI adoption is currently at the 'Palm Pilot' stage and is progressing slower than anticipated because of economic inertia, where businesses prefer to maintain existing tools and workflows.
GPU residual value and maintenance risks
While Hopper-generation GPUs retain 60-70% of their value after 3.5 years, long-term residual value is threatened by the potential obsolescence of minor components, which could render high-value chips unusable as 'scrap metal' if parts become unavailable.
Korean semiconductor rotation
1 video · 45mKorean panelists framed Samsung and SK Hynix selling as hedge-fund profit-taking rather than a broken cycle.
Korean semiconductor selloff attributed to hedge fund profit-taking
The recent decline in Samsung and SK hynix is viewed as supply-driven profit-taking by foreign hedge funds rather than a fundamental breakdown in the semiconductor cycle.
US-Canada trade dispute expected to be protracted
Trade negotiations have collapsed, with 50% US tariffs on Canadian goods and planned Canadian retaliation, likely persisting through the US midterms.