Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Reddit traders split on buying CoreWeave's drop, while r/StockMarket covered Centrus buying its centrifuge-casing supplier Westerman.
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CoreWeave dip
r/wallstreetbets commenters split between buying CoreWeave at support and warning against the dip, citing unsecured bond yields near 15% on more than $50 billion of debt.
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by score · day changeA commenter calls SKHY the cheapest stock they have seen at a forward P/E of 3
The commenter calls SKHY the cheapest stock they have seen, citing Nvidia-level profits at a forward P/E of 3.
SKHY is cheapest stock I’ve ever seen. Nvidia profits at a forward PE of 3.Source →
Micron's CTO event is expected to address CXMT
The commenter expects Micron's impromptu event with its CTO and live analyst questions to address CXMT, and tells bulls to get long before it.
Mu holding an impromptu event tomorrow at 10am with cto and live analysts questions which was just announced yesterday.
Watch Micron's CTO event and any comments on CXMT.
Source →Centrus Energy bought its centrifuge-casing supplier Westerman
Centrus's purchase of Westerman is framed as vertical integration that could relieve a centrifuge-component bottleneck for its enrichment expansion.
Centrus Energy (LEU) buys its centrifuge casing supplier to support its own enrichment expansion Centrus Energy disclosed on 19 October
The acquisition could relieve a centrifuge-component bottleneck for the enrichment expansion.
Watch Centrus's next quarterly report.
Source →TSLA's straddle prices a 6.4% earnings move; the gap beat it once in seven reports since 2025
The post compares TSLA's earnings-straddle price with historical post-earnings moves and the track record of selling the straddle.
TSLA's straddle prices a 6.4% move, and since 2025 the gap beat it 1 time in 7 TSLA reports Wednesday
Since 2025 the overnight gap exceeded the straddle price only once in seven reports.
Watch TSLA's post-earnings gap against the 6.4% priced move.
Source →Betting markets put about 62% odds on a Bank of Canada hike on October 28
The author weighs Polymarket odds of a Bank of Canada hike against economist views and mixed CPI and jobs data, treating the betting signal as sentiment only.
Betting markets now favor a BoC hike on October 28 (~62%).
Watch The Bank of Canada's October 28 decision.
Source →Most argued
by comments per upvoteCrude at $111 and a 40% jump in India's September import bill hit Indian stocks
The author flags crude at $111 and a 40% jump in India's September import bill as reasons for the prior session's market slump.
Oil is flared up! Holy shit crude has reached $111 dollars, also India's import bill has risen 40% in SeptemberSource →
Infosys trades about 10% above a large block-trade price of ₹1,051.50
The post notes a large Infosys block trade at ₹1,051.50 and that the price has since risen about 10% above that level.
Major block trade happened on infosys and price is 10% above that level.Source →
A commenter flags GM as cheap on operating cash flow after its buyback, with shares down 7%
The commenter says GM is cheap on operating cash flow, with confirmed profits and a large buyback, yet the stock is down 7%.
GM is trading at 5x operating cash flows, confirmed their profits, and just announced a buyback equal to 28% of
The commenter frames the market's reaction to GM's results as remarkable.
Source →Nuclear and uranium equities have fallen 30-40% while SMR contracts continue
The author says nuclear energy and uranium equities have sold off 30-40% but remain a long-term energy-demand play, citing SMR contracts and growing power demand.
NLR - Nuclear Energy / Uranium ETF The nuclear energy sector has seen 30-40% decrease in value in the pastSource →