Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Traders argued over whether the memory selloff is a dip or a top, while long Treasuries and Alphabet drew bullish posts.
Themes on this desk
Memory selloff
One commenter says MU and SNDK are dumping because too many retail traders hold calls, expecting a drop before a rise; another argues the AI/memory cycle has peaked.
Highest engagement
by score · day changeAlphabet pitched as an accumulate on negative sentiment
The author argues to accumulate Alphabet while sentiment is negative, citing its cash pile relative to MSFT and AMZN plus 80% cloud growth.
Just accumulate as much of alphabet now, when everyone hates it.
The author also cites rising paid-click demand as organic SEO declines.
Source →Long Treasuries pitched at a 5-5.6% coupon floor
The author argues long-term Treasuries at multi-year high yields offer a 5-5.6% coupon floor plus capital gains if rates fall.
Getting Paid 5%+ to Wait: Treasury Yields at Multi-Year Highs Make Bonds Sexy Again [Equities have been](https://www.moomoo.com/news/post/1000907139?global_content=%7B) crushing it this
The author cites heavy ETF inflows and bullish options flow.
Source →India's petrol price rise leaves three Hormuz-shock buffers in question
After petrol rose ₹7.35/L, the post analyzes the excise cut, oil marketing companies' under-recoveries and Russian crude as the buffers absorbing India's Hormuz oil shock.
Petrol went up ₹7.35/L. Here’s who absorbed the rest of the Hormuz shock, and why it may not last *
It asks which buffer breaks first.
Source →GCTS holder bets on FWA chip shipments and NTN satellite revenue
The author holds GCTS and argues its FWA/CPE chip shipments and potential NTN satellite customer revenue can drive growth if commercialization materializes.
$GCTS DD: Strong FWA/NTN Potential, but Can It Finally Turn Technical Progress into Revenue?
The thesis depends on turning technical progress into revenue.
Source →What Are Your Moves Tomorrow, October 12, 2026
Commenter outlines a plan to buy COPX calls until it reaches ~90, then sell and buy puts.
Buy calls on COPX until it runs to 90ish, sell and buy puts=easy moneySource →
Most argued
by comments per upvoteAMD buyer splits entry around earnings
A commenter suggests buying half an AMD position now and holding the rest for a dip below 600 or a post-earnings dip, while expecting good guidance.
Personally I would probably put 50 in now, the rest if we go decently below 600 and if not save
It frames 600 as the level for adding.
Watch AMD earnings guidance.
Source →