Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Damnang argues AMD now leads Vera Rubin in memory bandwidth after Nvidia lowered its specs, and QTR warns that Brazil's post-election selloff shows political outcomes can trigger violent repricing.
Damnang says AMD now leads Vera Rubin in memory bandwidth after Nvidia lowered its specs
The piece says that as Nvidia lowered Vera Rubin's official specs, AMD now leads in memory bandwidth, where Rubin had been ahead at the January announcement. It covers Meta's production results and Helios economics.
It assesses AMD's market opportunity and what is already priced in.
Source →QTR warns Brazil's post-election selloff shows political outcomes can trigger violent repricing
The piece says Brazil's post-election turmoil offers a warning about political surprises, crowded trades and the possibility of a major regulatory and sector rotation in US equities.
It calls the Brazilian selloff over the last 36 hours a reminder that political outcomes can become catalysts for violent market repricing.
Source →