Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Superstonk posts worked through GameStop warrant math, while r/ValueInvesting posts covered Burry's NVIDIA critique and value cases in CTS Eventim and Kemper.
Themes on this desk
GameStop warrants
Superstonk posts argue Ryan Cohen's buying and a $500 million eBay commitment set up GME before the Oct. 30 warrant expiry, with one holder planning to exercise warrants above $32.
Highest engagement
by score · day changeBurry says NVIDIA's GPU "resale value" chart is really a rent forecast. I checked the source: he's right. I still don't think it's a reason to short NVIDIA.
Author checks Burry's claim that NVIDIA's GPU values are rent forecasts, agrees on the data but remains long NVIDIA, arguing the memory shortage and buyer-backed commitments extend beyond Burry's puts and that any multiple-driven drawdown would be an add opportunity if the business stays intact.
Burry says NVIDIA's GPU "resale value" chart is really a rent forecast. I checked the source: he's right.Source →
CTS Eventim
Bullish thesis on CTS Eventim arguing the pullback to ~17x forward earnings is unjustified given H1 2026 growth, LA28 Olympic ticketing catalyst, and insider buying.
CTS Eventim CTS Eventim looks like a pretty good play right now, pulling back from 86 EUR to around 57Source →
KMPR update
Bullish KMPR update arguing California rate approvals and combined-ratio improvement could drive earnings and a $40–$50 stock price over 1–2 years.
KMPR update Kemper’s California nonstandard auto book is about $1.8B of premium (it was about $2.1B last year).Source →
Technical Analysis for AMD 10/5--------Pre-market
Author argues AMD's new rack-scale Instinct data-center solution makes it a viable alternative to NVDA amid backlogs, and reads the chart as breaking out above $600 support toward higher prices.
Technical Analysis for AMD 10/5--------Pre-market NVDA is ripping and AMD is getting a little bit of lift from it.Source →
Burry sells LULU
Post discusses Michael Burry's LULU sale and DECK proxy swap around tax-loss selling, and the author floats buying LULU as an 'inverse Burry' trade.
Burry sells LULU Burry is specifically positioning around expected tax-loss selling pressure in LULU, not merely doing an ordinary tax-lossSource →