Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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AI demand versus buildability
2 videos · 15mNvidia’s guide is supply-constrained, but power, contracted demand, financing and community acceptance increasingly decide which data centers get built.
Nvidia revenue growth likely to exceed 70% guidance
Pierre Ferragu argues that Nvidia's 70% revenue growth guidance is supply-constrained rather than demand-constrained, suggesting the company could beat this target as supply chain execution improves.
Data center investment shifts to infrastructure-led framework
Data center dealmaking has evolved from a real estate focus to an infrastructure-led model where power availability, grid interconnection, and contracted demand are the primary determinants of value.
Fed disagreement
1 video · 4mMiran sees measurement-driven inflation relief, Hammack wants immediate tightening, and Mester warns Treasury intervention complicates the bond signal.
Cleveland Fed President Hammack advocates for immediate rate hikes
Cleveland Fed President Beth Hammack argues that current policy is not restrictive, citing businesses' continued willingness to borrow and an annualized PCE inflation rate near 3%. She believes immediate action is necessary to prevent an 'inflationary mindset' from becoming entrenched.
Nvidia faces margin pressure from memory costs
Nvidia management acknowledged being caught off guard by the high cost of memory, which is impacting gross margins and necessitating price hikes of 15-17% in Q1.
TopBuild acquisition framed as an underappreciated cross-sell opportunity
Jacobs identifies the TopBuild acquisition as a pivot into distribution-plus-installation that the market has not yet fully appreciated. He highlights data center insulation demand and cross-selling across a 200,000-customer base as key drivers.