Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 68 videos · 16 channels
Oil supply
1 video · 6mSaudi East-West pipeline outage with 3-5 week repair estimates, physical crude at $120-150 versus $103 paper, SPR refill coming and diesel at records.
Hochstein: physical crude barrels clearing at $120-150 versus $103 WTI paper price
Hochstein says you cannot actually buy oil at the quoted $103 WTI or $107 Brent outside the US, and that actual physical barrels are selling somewhere between $120 and $150, calling the exchange-traded price 'just paper oil price' that is significantly below the real market.
Amodei's proposal would require a Sherman Act waiver so frontier labs can coordinate without antitrust exposure
Baker's summary of Amodei's essay said it calls for embedded third-party evaluators, a national regulatory regime for models beyond a capability threshold, a broad international regulatory pact between democracies, stricter limits on compute distillation for China, and a Sherman Act waiver so Anthropic can safely coordinate with OpenAI and other frontier labs without antitrust fears.
Jensen Huang: AI doomer extinction predictions are unscientific and have repeatedly failed
Jensen Huang argues that quantified AI extinction predictions are 'made up' and not grounded in science, citing failed past forecasts (radiology job wipeout, 90% of code AI-generated within 6-12 months, 50% of entry jobs gone) as evidence that alarmist predictions have been consistently wrong.
Nvidia's Rubin Ultra HBM cut is driven by supply rationing, not performance
SemiAnalysis argues the primary motivation for cutting Rubin Ultra HBM content is memory supply: suppliers and customers like Nvidia, Google, and Broadcom have secured a fixed amount of HBM and TSMC logic, and shipping 12-hi cubes would leave insufficient memory to pair with all the logic, so they ration DRAM into 8-hi cubes to balance the equation.
Anthropic picks NASDAQ for IPO with Nvidia considering $10B investment
Bloomberg learned Anthropic has picked NASDAQ for its planned stock market debut, preparing what could be one of the largest IPOs ever, with Reuters reporting Nvidia is considering a $10 billion investment in the offering; Anthropic is seeking to raise as much as or more than SpaceX, with a listing possible as soon as October. Separately, OpenAI's Sam Altman said the company won't go public this year, focusing on AI safety instead.