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Next edition in 508 min Oct 12, 2026, 09:00-16:00 Lisbon
Premarket Alpha Midday Alpha Post-Market Alpha

Daily Alpha · X

· Midday Alpha · by Buzzberg Research

842posts scanned
201with a ticker
109verified claims
968ranked voices
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Ticker heat

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Z-score shows how far this edition's mention count is above or below the ticker's own average across 20 comparable earlier editions. +2.7σ means mentions are 2.7 standard deviations above that average — simply, the ticker is being discussed much more often than usual. It measures attention, not a bullish signal or expected return. Ticker heat shows up to 12 tickers with at least 8 unique posts; gold begins at +2σ, and σ is hidden when history is too thin.
Sentiment →
PLTR -0.1%
last $193.85
13 posts · 7 voices +9.9σ
base 1.8
ONDS +1.5%
last $6.15
12 posts · 3 voices +5.2σ
base 1.6
MSFT -0.8%
last $529.13
21 posts · 14 voices +4.1σ
base 6.2
IREN +0.7%
last $27.93
11 posts · 8 voices +2.8σ
base 4.2
AMD +1.8%
last $547.57
22 posts · 17 voices +1.1σ
base 13.7
MU +1.4%
last $917.64
16 posts · 14 voices +0.4σ
base 12.8
META -1.1%
last $697.75
9 posts · 7 voices -0.6σ
base 14.2
NBIS +6.2%
last $180.80
8 posts · 6 voices -0.6σ
base 10.1
NVDA +1.7%
last $220.86
15 posts · 10 voices -0.8σ
base 23.8
SPY +0.6%
last $770.79
9 posts · 7 voices -0.9σ
base 16.1
CMG -0.5%
last $29.70
8 posts · 5 voices
base 0.5

Top voices by smart followers and alpha score

Market Radar →
@chamath
117 smart Alpha #237
NVDA —

Chamath: chip companies will move up the stack as app companies move down

Reacting to Microsoft's Maia announcement, Chamath says everyone in AI will soon offer their own silicon, cloud and applications, and asks whether distribution, data or power will be the lasting constraint.

You should expect the silicon chip companies to move up the stack as the application companies move down the stack.

Microsoft says Maia 300 delivers 40% more tokens per watt than leading GPU-based systems.

Watch Maia multi-gigawatt deployments from next calendar year.

Source →
day change +1.7%
since call -2.0%
@pequityresearch
61 smart Alpha #93
MU — · DRAM —

Barclays sees Micron DRAM supply constrained through CY28

Barclays says Micron's DRAM supply stays constrained through CY28 as DDR5 spot pricing rose 8% m/m, and models FQ1 DRAM ASP up 7% q/q versus 8% consensus.

Barclays: Micron's DRAM supply is set to remain constrained through CY28 as DDR5 spot pricing jumped 8% MoM.

New customer supply agreements now track market pricing rather than floor and ceiling structures.

Watch Micron FQ1 DRAM ASP versus consensus.

Source →
day change +1.4%
since call -7.1%
@michaelsikand
51 smart Alpha #45
ASTS — · SPCX —

Sikand calls the AST SpaceMobile selloff irrational

Michael Sikand argues that if SpaceX plans to compete directly in the mobile network market, AST SpaceMobile becomes an operational necessity for every global carrier.

It's that simple. https://t.co/LOGrUpc6a6 > Michael Sikand (@michaelsikand) > $ASTS: sell off is irrational.

It is the bull counter to the selloff in ASTS.

Source →
day change +0.2%
since call -21.4%
@jpinsights
41 smart Alpha #769
AVGO — · MRVL —

Microsoft's Maia push read as bullish for AVGO and MRVL

@jpinsights says Microsoft's plan to scale Maia to multi-gigawatt deployments is bullish for AVGO and MRVL, though it does not confirm a win for either.

I think this is bullish for companies like $AVGO and $MRVL.

It shows hyperscalers' financial incentive to keep investing in custom silicon and networking.

Source →
day change +1.2%
since call -5.7%
@skundojjala
31 smart Alpha #42
MU — · 2408.TW —

Nanya's 3Q26 revenue rose 60% q/q to $4.18B on price alone

Nanya's 3Q26 revenue rose 60% q/q and 566% y/y to $4.18B at 85.7% gross margin; ASP rose more than 60% q/q while bit shipments fell. LTAs cover 50-70% of output.

Nanya 3Q26 - Legacy DRAM tightness proxy at 85.7% GM - Revenue up 60% q/q and 566% y/y to $4.18B

Nanya is a proxy for legacy DRAM tightness.

Source →
day change +1.4%
since call -8.8%