Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
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George Noble says leveraged GPU-cloud providers, especially CoreWeave, are likely insolvency candidates
Noble argues the AI buildout is fragile because it relies on debt, aggressive capex and cash-burning model developers, and remains short Tesla/SpaceX and CoreWeave. Noble's preferred longs are energy, precious metals and shipping.
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SEMICONDUCTORS — · SKYY +2.1% · MSFT +0.7% · AMZN -0.6% · ORCL +1.5% · ATHENE —Ken Griffin says investors are moving from broad AI exposure to selective underwriting of compute, memory and model providers
Griffin sees large long-run productivity upside from AI, but says the infrastructure buildout contains bubble-like segments, with overcapacity and asset-life assumptions as key risks. He warns deficits, tariffs and weak productivity growth could pressure inflation, the dollar and living standards.
Deutsche Bank's Christian Sewing dismisses an imminent AI bubble but expects higher interest rates and rising volatility
Sewing says Germany must speed up implementation of announced reforms, including pension reform, and sees industrial AI and German grid and data-center infrastructure as major opportunities. A Deutsche Bank survey shows non-European executives favoring Europe, with Germany the top destination.
CATL's Hong Kong shares dropped by a record after an earnings miss
Margins, competition and taxes weigh on CATL's outlook, and Nomura's Ethan Zhang sees long-term quality but near-term pressure. The episode also covers China creating a state-owned national data group to link data centers.
SpaceX and Tesla confirmed committees to explore a potential merger after SpaceX's third-quarter beat
Bloomberg's The Asia Trade said strong tech earnings revived AI sentiment and lifted Asian equities, with the Kospi and Nikkei opening higher. Citi's Marc Luet sees AI infrastructure capex continuing and benefiting Asian supply chains.