Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
r/stocks posts pitched AXTI and ATEYY as underrated optical and test-equipment suppliers, while r/wallstreetbets commenters split on CoreWeave, from a buy on the analyst upgrade to puts and a dilution bear case.
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CoreWeave split
Wallstreetbets commenters split on CoreWeave: one bought on the $176 analyst upgrade, one held $60 puts, and one argued that if lending cannot be hedged shareholders will be diluted, with a $4.23 target.
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by score · day changeAXTI pitched as an optical data-transfer bottleneck after the selloff
The author cites indium phosphide wafer supply, 160% YoY revenue growth, a $100M backlog and COHR/LITE supply agreements, and calls the post-selloff level a buy opportunity.
AXTI: High beta, optical data transfer bottleneck coming off lows after recent selloff but i thnk is a buy opportunity
The author sees AXTI as an underrated optical-data bottleneck play.
Watch AXTI capacity expansion.
Source →ATEYY pitched as an underrated test-equipment supplier to NVDA, TSM and SKHY
The author pitches ATE as an underrated, high-margin automated test equipment supplier to NVDA, TSM and SKHY.
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY found another one.
The author flags TER as possibly the stronger play because of its more diverse customer base.
Source →Enrichment choices can raise uranium demand without new reactors
The author explains that underfeeding or overfeeding at enrichment plants and regional supply fragmentation can shift uranium requirements and secondary supply independent of new reactor construction.
Uranium demand can rise without adding a single reactor.
Enrichment is a factor for uranium investors to monitor.
Source →LBMA forecasts slightly lower 2026 silver mine supply despite high prices
The author calls the forecast supportive of the silver case but not an immediate price catalyst.
Silver mine supply is forecast to fall slightly in 2026.
Higher prices have not produced a flood of new ounces.
Watch Timing of mine expansions.
Source →Bear case: AI spending could undermine Meta's attention-based model
The author argues Meta's heavy AI spending could undermine its attention-based business by making shopping, search and information consumption faster and less engagement-intensive.
The attention economy is a relic of the 2010s and $META is a $1 trillion boomer casino with a GPU
The post calls Meta a $1 trillion boomer casino with a GPU addiction.
Source →Most argued
by comments per upvoteData I/O deal could roughly double revenue, says a DAIO holder
The author, who holds DAIO shares, argues its acquisition could roughly double revenue and its security-software shift could support a higher valuation multiple.
DAIO (Data I/O) just signed a deal to 2x revenue. Position disclosure: I hold DAIO shares. Not financial advice.Source →
A wallstreetbets author is heavily long under-owned oil producers
The author argues long-dated crude above $70 through 2030 and strong yields make the under-owned energy industry attractive.
How is nobody talking about oil?Source →
NRXP bull case ahead of the Nov 10 KETAFREE decision date
The author presents a bullish NRXP case ahead of the Nov 10, 2026 KETAFREE ANDA decision, citing manufacturing readiness, drug-shortage demand and short-squeeze potential.
NRx Pharmaceuticals (NRXP) - Great news again!
Watch FDA decision on or before Nov 10.
Source →Tootsie Roll is a debt-free cash cow, but not a buy at about 30x earnings
The deep-dive finds a debt-free, family-controlled business with steady free cash flow and negligible volatility.
Tootsie Roll (TR) is a cash cow fortress run by an unbothered 94 year old I have recently taken a
The author would only take a conservative position after a 50% price decline.
Source →