Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Jassy says Amazon leaves demand on the table even at $220 billion of capex
Amazon's CEO said that even spending $220 billion in capex this year, Amazon is leaving a meaningful amount of demand on the table, framing the AI buildout as demand-constrained with rapid AWS AI revenue growth.
SpaceX is looking to secure or lease at least 80,000 US cell sites
Bloomberg reported SpaceX is looking to secure or lease at least 80,000 US cell sites, a step toward becoming a fourth major US wireless carrier; cell-tower owners gained and incumbent carriers came under pressure.
CrowdStrike's Kurtz expects many breaches in coming months from PHP vulnerabilities
George Kurtz warned that long-standing PHP interpreter vulnerabilities are becoming more exploitable as AI lowers the skill barrier, with older internet-facing appliances and legacy deployments patched more slowly than modern corporate systems.
Western Digital's CEO says AI storage demand remains durable
Western Digital's CEO cited roughly 25% annualized AI storage demand growth over the next five years and attributed the pullback in AI infrastructure shares to debate over AI returns, neocloud financing and rates, not softer demand.
George Noble argues hyperscaler earnings go negative by 2030
Noble argues token and compute prices are collapsing while AI depreciation will force hyperscaler earnings negative by the end of the decade; the host pushed back on cloud and AI-lab revenue growth.