Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Micron split WallStreetBets commenters and one commenter bought the Webull dip, while posts also argued over Big Tech nuclear contracts, Adobe's AI risk and whether AI capex is a bet on AGI.
Themes on this desk
Micron debate
WallStreetBets split on Micron: one commenter argues it trades 30% below an already cheap valuation, another posts a $3,000 target on buybacks and a rerating, and another calls the top and says to swap calls for puts.
Webull dip-buying
One WallStreetBets commenter bought Webull calls after the drop, including November 13 $6 calls ahead of earnings, and called the selloff emotionally driven panic selling.
Highest engagement
by score · day changeAlmost none of the Big Tech nuclear deals just buy existing power, the author argues, ranking CEG highest
The author argues the deals favor companies with room to add capacity, ranks CEG highest while criticizing VST, NEE, TLN and OKLO, and discloses that InvestMoat holds only CEG among the five.
Read through the Big Tech nuclear contracts after the CEG/Google deal.
In this view, room to add capacity matters more than reactor count.
Source →Bearish Adobe post argues AI-built clones will erode Creative Cloud pricing
The author argues AI-built clones and cheaper or free alternatives will erode Adobe's $70/month Creative Cloud pricing power and holds 50 $150 puts expiring March 19.
ADOBE is cooked. ADBE is cooked:
It is a disclosed bearish bet on AI disrupting incumbent software pricing.
Source →Post argues the AI capex boom is increasingly a bet on AGI rather than current economics
The author calls the boom a quasi-religious AGI bet, expects the bubble to burst and hurt the major players though they may come out okay in the end, and discloses owning MSFT and NVDA.
The AI capex boom is increasingly a bet on AGI, not current economics I think analysts are missing something bigSource →
Hertz post sets a $12-15 bull case and $35+ if the turnaround works
The thesis rests on operating leverage from improving revenue per car, and the author discloses a long call position.
HTZ: $12–15 bull case, $35+ if the turnaround really works HTZ is doing roughly **$9.2B revenue but only \~$250M EBITDA**.Source →
Ship costs may be ending the shipping dilution model, commenter argues
A commenter argues the cost of ships is now forcing dilution to stop and that shipping market caps are detached from current ship costs, with TOPS' NAV near $1B before debt.
The cost of ships now are forcing dilution to stop.Source →
Most argued
by comments per upvoteLakeland Industries goes on a watchlist on possible PPE demand from infectious-disease preparedness
The author cites 49% Fire Services growth, 15% FY2026 revenue growth to $192.6M, a management FY2027 target of high-single-digit revenue growth and positive operating cash flow, and a depressed small-cap valuation.
$LAKE - LAKELAND INDUSTRIES INC. 🚨 $LAKE — THIS ONE IS WORTH WATCHING 🚨 My biggest reason for watching **LakelandSource →
S&P 500 CAPE near 41 makes a large correction statistically likely within three years, poster argues
The author argues mean reversion from the elevated CAPE ratio is likely and is getting very nervous.
Stock market feels like dancing in a minefield right now Just the facts:Source →
Daily Discussion Wednesday 2026-10-07
Author argues AMD is not overvalued given revenue likely doubling next year from ~$50B, and notes he has been trimming only because the position grew to ~80% of his portfolio.
Revenue is more than likely doubling next year after close to 50B this year?Source →
Long-dated TLT covered calls can yield around 12%, poster says
The author plans the position with 35% of a bond portfolio.
TLT covered call position can yield around 12%.Source →