Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
56threads
Highest engagement
by score · day change1score
r/investing
r/investing post cites Anthropic's Q3 revenue surge as a reason to stay bullish on AI infrastructure
The post cites Anthropic's reported Q3 revenue surge and a planned $500B+ decade-long infrastructure spend as the reason to stay bullish on the AI infrastructure trade.
Anthropic just reported some absolutely ridiculous numbers!Source →
1score
r/ValueInvesting
Burry reportedly holds NDX and SMH puts about 20% below current prices
The post recaps Michael Burry's reported bearish positioning, NDX and SMH puts about 20% below current prices expiring in 2027 plus puts on Oracle, MetLife, Caterpillar and Palantir, and asks readers for the best case he is wrong.
Burry says a market top comes within 9 months and moved his short into bets set about 20% below today’sSource →