Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 60 videos · 12 channels
Power before planes
1 video · 17mBoom says its engine core can supply 42 MW of water-free behind-the-meter power, creating a data-center revenue path before aviation certification.
Boom's engine core can be redeployed as 42 MW water-free behind-the-meter data-center power
Scholl said removing the fan and adding a generator turns the supersonic engine core into a 42 MW behind-the-meter power unit that runs hot and needs no water, with the first application of the engine on the ground for data centers rather than in the sky.
Agent commerce moat
1 video · 30mTBPN argued Amazon blocks external shopping agents because its $76 billion advertising business makes on-site control economically valuable.
Amazon's ad business ($76B trailing 12 months) is the real reason it blocks shopping agents
Hosts noted Amazon's advertising business did $76 billion in the last 12 months through Q2 2026 — dramatically bigger than Anthropic and OpenAI — and that investors who called the Muse ban shortsighted deleted their posts once commenters pointed out Amazon is protecting ads, since you cannot serve ads to agent traffic.
Obesity competition
1 video · 11mNovo defended its reset as Roche advanced a rival obesity shot, leaving margin and pipeline execution as the next proof points.
Novo CEO concedes mid-term margin guidance sits ~7% below JPMorgan consensus
Asked about JPMorgan's view that Novo's broadly stable adjusted operating profit margin guidance lands about 7% below consensus, Doustdar acknowledged multiple differing expectations and said consensus is not a single number, while defending guidance of growing on par with industry peers and noting it is allowed to exceed targets.
Alibaba's new accelerator triples predecessor performance and scales to 500,000-unit clusters for frontier training
Eddie Wu said the new accelerator triples the performance of its predecessor and can be combined in clusters of up to 500,000 units to power frontier model training, alongside a plan to train a model with 5-10 trillion parameters.
Equity risk premium compressed to near zero with earnings yield matching the 10-year Treasury
Mike Bell warned the equity risk premium is very compressed and the earnings yield is now very similar to the 10-year Treasury yield, something not seen for most of the period since 2002, meaning any move higher in bond yields pushes valuations down; he noted the ERP also went negative in 1998-2000 and 1987, periods that 'ended pretty badly.'