Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
A long-time r/AMD_Stock holder recounted buying AMD at $1.91 in 2012, while an r/wallstreetbets post argued AI decompiling threatens software vendors and recommended puts.
Themes on this desk
Software puts
A poster argues frontier AI models can now decompile software quickly, enabling cheap clones that threaten software-service vendors, and recommends puts on names such as ADBE and ADSK.
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by score · day changeDaily Discussion Tuesday 2026-10-06
Long-time AMD holder recounts buying at $1.91 in 2012 and frames Lisa Su's open-market purchase as validation of his diamond-hand conviction.
Just confirmed that Lisa and I share at least one pivotal moment in history in which we were aligned onSource →
Vistra, Constellation and the New Nuclear Power Boom
Video post examines Vistra and Constellation Energy nuclear uprate deals with Meta and Google, framing the AI/data-center boom as creating a new economic case for existing nuclear plants.
Vistra, Constellation and the New Nuclear Power Boom In this video, I look at two major recent announcements involving VistraSource →
CTVA..An non-AI investment with potential to double.
Author is bullish on Corteva (CTVA) as a non-AI value play, having added shares after the Vylor seeds spinoff, citing Morningstar's $20 fair value estimate.
CTVA..An non-AI investment with potential to double.Source →
GoGo - Inflight Satcom Play
Bullish case on Gogo (GOGO) as a beaten-down inflight satcom provider with military growth, FCC reimbursement, and Satcom Direct merger synergies, offset by high leverage.
GoGo - Inflight Satcom Play GOGO: An inflight Internet / satcom provider for commercial and military aircraft.Source →