Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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AI economics
2 videos · 49mPost-earnings evidence favored durable compute demand, while memory costs, financing and power availability became the tighter constraints.
Gross margin compression expected for Nvidia
Nvidia's gross margins may compress from the mid-70s to the low-70s due to rising memory costs and incentives offered to 'neocloud' providers to maximize capacity uptake.
Software-based flexible load management as a grid capacity unlock
Emerald AI claims its software can unlock 100GW of existing grid capacity by enabling data centers to dynamically adjust power consumption through workload shifting, clock frequency throttling, and battery usage.
Regulatory repricing
1 video · 2mMeta’s settlement removed a much larger damages scenario but imposed cash charges and specific teen-product restrictions.
Meta settles teen social media addiction lawsuit for $17-18 billion
Meta reached a settlement with 48 state attorneys general (plus a separate Texas deal) totaling up to $18 billion over ten years, significantly lower than the $200 billion initially sought by prosecutors.
Inflation plumbing
2 videos · 56mRefined fuels and Treasury intervention mattered more than headline crude or short-lived yield relief for the inflation decision.
Refined fuel products as the primary inflation signal
Jeff Currie argues that crude oil prices are 'headline noise' and that refined products like gasoline and diesel are the true indicators of energy inflation and consumer affordability, noting that crack spreads are near record highs.
Rick Rule views US Treasury bond intervention as dollar debasement
Rick Rule argues that US government intervention in the long end of the Treasury market signals that political priorities outweigh the sanctity of the dollar, effectively acting as currency counterfeiting.