Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 57 videos · 15 channels
Breadth and rates
1 video · 5mMike Wilson sees a mid-cycle rotation into quality and a 5-10% correction risk unless breadth recovers and bond volatility settles.
Wilson: breadth divergence must resolve via breadth recovery or 5-10% index correction
Mike Wilson says more than half of the Russell 3000 is at least 20% below June highs while the S&P 500 held up, and that this divergence cannot persist forever: either breadth catches up to price or the index comes down to meet breadth. He adds that if bond volatility does not settle soon it could spill into equity volatility and take the S&P 500 down about 5-10%, a correction he says he would welcome.
Applied AI economics
1 video · 51mDaniel Ek says Spotify mixes frontier and fine-tuned models for cost and control, while Neko uses longitudinal imaging to create measurable clinical utility.
Ek: Neko's skin imaging indexes ~950 moles per member, an AI-only longitudinal tracking problem
Ek says the average Neko member has about 950 moles, and the skin rig captures over 6,000 high-resolution images indexing every mole, lesion, rash, and redness. A normal doctor visit cannot check all of them, so Neko uses an AI system to flag risk factors, then human clinicians and staff dermatologists review; because every mole is cataloged, year-over-year comparison can detect abnormal growth that even the best doctors could not recall.