Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 69 videos · 18 channels
AI power and grid
1 video · 1h 31mJPMorgan's private-bank strategist says power and grid infrastructure are the main bottleneck and prefers regulated utilities over pure data-center exposure; the CEO of a newly listed data-center white-space vendor says delays occur upstrea
Power, not chips, is the binding bottleneck for data-center buildout
JPMorgan's Sitara Sundar said the biggest risk is bottlenecks before the data-center buildout can continue, chiefly power and grid infrastructure, and expects US power demand to outstrip supply within five years; she prefers power infrastructure and regulated utilities over data-center exposure alone.
Memory and Micron
2 videos · 2h 30mMicron's core data center revenue came in at $18B against $11.3B expected and guidance cleared consensus; analysts frame memory as a structural AI input, with long-term contracts replacing spot pricing.
Micron core data center revenue $18B vs $11.3B expected
Micron's fiscal Q4 core data center revenue came in at $18 billion against estimates of just $11.3 billion, a wide beat that hosts tied directly to AI infrastructure demand.
Micron framed as the Nvidia of three years ago, with memory the underestimated AI bottleneck
Gil Luria argued Micron is where Nvidia was three years ago: newly in the market's consciousness, with a large role in AI buildouts that is still significantly underestimated. He said more memory makes models better, faster, and enables longer context windows, and that Micron is code-designing memory into data centers for Microsoft, Amazon, Google and Apple, so at least half of revenue will eventually come from long-term contracts rather than commodity spot sales.
Gerstner: White House accord is 'best regulatory framework for AI in the world'
Altimeter's Brad Gerstner, who attended the White House signing, called the accord a Sarbanes-Oxley-style framework of internal and external controls, combined with the existing model frontier review, and said the US now has the best AI regulatory framework globally.
Imprint CEO says AI agents and bank-account payments could challenge card networks and interchange
Daragh Murphy, co-founder and CEO of Imprint, which provides co-branded credit cards and payment infrastructure for brands such as Kroger and Shell, explained the company's partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.