Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 40 videos · 12 channels
SemiAnalysis raised its 2027 data-center capacity forecast to 50 gigawatts from 43
TBPN noted the raised forecast and said physical construction plus signed deals imply near-term momentum even as markets wobble, with monetization the bigger open question.
Cramer said AI data-center stocks are not yet a safe place to bottom-fish
Cramer framed the AI data-center selloff as partly mechanical and financing-driven, with hedge-fund deleveraging and CoreWeave's debt costs amplifying moves, and set conditions for a recovery: repaired charts, hyperscaler capex confirmation, post-election clarity, an Anthropic IPO and easing rate pressure.
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APP +1.6% · VALE -0.6% · MFA +2.2% · ITA -0.2% · CTAS +1.8% · CRWV +6.2%Figma CEO Dylan Field argued design becomes the differentiator as code generation gets cheap
Field argued there are more modes for software than the "SaaS apocalypse" narrative implies, with Cursor cited as a parallel, and recounted Figma's $20B Adobe acquisition being blocked before the company went public.
Morgan Stanley's Arunima Sinha said rising long-term yields may reflect both a higher neutral rate and fiscal risk premia
Sinha argued higher long-term yields may partly reflect stronger growth and a higher neutral rate, but also growing inflation and fiscal risk premia, with credit-market stress, housing weakness and Europe's fiscal backdrop making policy calibration harder.
Rodney Stevens said China's export controls have tightened antimony supply outside China
Stevens argued a multi-year antimony supply cycle could persist because new mines and smelting capacity take years to develop, and presented NSJ Antimony as an early-stage exploration story with near-term drilling catalysts.