Daily Alpha · YouTube
· Midday Alpha · by Buzzberg Research
Who was talking 38 videos · 10 channels
Peter Tchir warns AI-related debt could trigger a sharp cross-asset selloff
Tchir says fragile credit-market liquidity could turn isolated corporate stress into a broader selloff, as investors sell more liquid high-yield or investment-grade exposure to offset losses in distressed names.
Gil Luria calls Anthropic a speculative investment and prefers hyperscalers and chip suppliers
Luria views Anthropic's slower revenue growth as a competitive and spending-normalization issue rather than a broad AI demand collapse, and flags AI-native neoclouds and model developers as highly speculative.
Don Wilson sees GPU futures as feasible once index quality and regulation mature
Wilson argues AI demand growth will remain volatile and that neocloud credit stress shows demand for risk-transfer tools; he sees GPU futures as feasible despite heterogeneous hardware and opaque private deals.
Morgan Stanley moved French spreads to neutral and still sees too many ECB hikes priced
The strategist says markets have appropriately scaled back ECB tightening expectations but still price too many hikes through 2027, supporting a constructive stance on European duration; the house view on French spreads moved from underweight to neutral after significant widening.
Google's head of energy outlines utility partnerships to add generation for AI data centers
Google is pursuing utility partnerships, funded grid upgrades and new generation designed to shield other ratepayers, with models in Minnesota, Arkansas, Georgia and Nevada combining renewables, storage, nuclear uprates, geothermal and flexible load.