Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Citrini says AI has largely solved biology's design layer, leaving wet labs as the bottleneck
An AI assistant designed scorpion-toxin binders in about 64 hours, with a subset binding in lab tests, but wet-lab work took weeks. Citrini has rotated out of a crowded semiconductor trade because incremental capex is increasingly financed by debt and equity.
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GOOG -11.1% · LLY +4.7%Joseph Wang flags AI financing strain, oil risk and French stress ahead of the Fed
Wang argues markets are becoming more sensitive to AI capex slowing because it has been a major US growth driver, while Middle East escalation risk, oil and French sovereign stress add headwinds.
All-In weighs concentrated AI spending, AI cyber risk and France's fiscal stress
The panel framed AI's near-term spending base as unusually concentrated in a small set of venture-backed users, raising questions about productivity payback and circular financing; a security-industry guest expects security budgets to rise.
Former US ambassador sees Iran escalation risk deferred until after elections
He said Washington has shifted from direct strikes to an expensive naval blockade and escort regime, and the region is in a holding pattern until Israeli and US voters finish casting ballots.
Chris Whalen says Fannie and Freddie are unlikely to return to private ownership soon
Whalen argues the US government remains the dominant shareholder and the enterprises are operationally unprepared for independence, and sees foreclosures rising off low levels as pandemic-era accommodations lapse.