Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Commenters disclosed buying Cameco, and a r/StockMarket post argued the OpenAI revenue gap may partly reflect measurement.
Themes on this desk
ASTS shorts
One r/wallstreetbets commenter disclosed a full-port ASTS short at 55.13, citing the ASTS subreddit as the reason.
Highest engagement
by score · day changeOpenAI's revenue gap with Anthropic may partly reflect measurement rather than performance
The post argues reported differences between OpenAI and Anthropic annualized revenue may partly reflect how revenue is measured rather than actual business performance, and notes markets are already sensitive to revenue expectations.
The OpenAI revenue gap may be a measurement problem before it is a growth problem OpenAI is reportedly seeking toSource →
Adobe keeps growing and buying back shares as investors question AI risk
A value investor revisits Adobe, citing revenue growth, an 89.4% gross margin, heavy buybacks and DCF values well above the current price, while questioning whether AI is eroding Creative Cloud.
Adobe keeps growing and is buying back shares like CRAZY. Is AI the end for the company?
The case rests on whether AI erodes Creative Cloud.
Source →A value investor finds TransDigm compelling after Chris Hohn's aerospace bullishness and sets an alert below $975
After reading Chris Hohn's aerospace bullishness, the author screened aerospace names, finds TransDigm's business compelling and set a price alert below $975 a share.
Chris Hohn and finding quality in Aerospace sector Hello all, I am genuinely curious to hear your opinions.
The author waits for a lower price rather than buying now.
Watch TransDigm below $975.
Source →AMD holding VWAP is a dip-buying zone ahead of earnings, a technical trader says
A technical trader sees AMD holding VWAP as a dip-buying zone ahead of earnings on Helios demand expectations, with $600 as the buy level.
Technical Analysis for AMD 10/9------Pre-market So yesterday's selloff still held on our VWAP after waffling back and forth.
Watch AMD at $600.
Source →A uranium investor has started buying Cameco plus small DNN and UUUU positions
The commenter has just started buying Cameco and small positions in DNN and UUUU.
I've just started buying cameco and a little DNN and uuuuSource →
Most argued
by comments per upvoteA Costco holder would add only near $700, versus about $948 now
The commenter holds a small Costco position and would add more only if the price fell to 700, well below the current ~948.
i hold a small position and my line for adding more is 700.
Watch Costco near $700.
Source →Tilray's share dilution weighs against long-term US medical cannabis and hemp beverage catalysts
The author is skeptical about Tilray's share dilution and its impact on shareholders, while noting potential long-term catalysts in US medical cannabis and hemp beverages.
That's a good take. I agree with you on the dilution catering to shorts.Source →