Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Reddit discussed Vertiv's order growth, SK hynix's 11% jump and whether Innodata's 25% drop reflects a lost AI contract.
Themes on this desk
Robinhood after earnings
One r/wallstreetbets commenter read HOOD's earnings as a double miss, while others re-entered swing trades or plan to buy in the mid-70s.
Fed-day bets
Commenters planned TLT puts before the FOMC meeting and expected a dump after the meeting because September CPI and PPI came in hot.
Highest engagement
by score · day changeA commenter expects Rocket Lab to reach $80 into earnings
The commenter cites Rocket Lab moving Neutron modules to the launch site and 8 of 18 launch vehicles already in production.
After RKLB have announced they’re moving their Neutron modules to the launch site and have 8 launch vehicles of 18
Watch Rocket Lab's earnings report.
Source →Vertiv reported orders up more than 100% and revenue up 61% to $4.3 billion
The post highlights Vertiv's orders up over 100%, revenue up 61% to $4.3B and raised guidance, with shares jumping 15% premarket.
AI data-center supplier Vertiv just reported orders up over 100%. Shares are jumping 15% premarket.
The author frames the print as evidence against AI overcapacity concerns.
Source →SK hynix shares jumped 11% after record quarterly profit
The post reports SK hynix's record quarterly results, AI memory demand, shareholder returns and analyst commentary.
SK Hynix shares jump 11% after record quarterly profit, outperforming broader market SK Hynix shares jumped 10.89% on Wednesday after
The stock outperformed the broader market on the results.
Source →Innodata's 25% drop prompts a lost-contract-or-overreaction debate
The post asks whether Innodata's 25% drop reflects a lost AI contract or an overreaction, citing a ~$16M revenue decline from its largest customer.
Innodata (INOD) Crashed 25% : AI Contract Lost or Market Overreaction?
Customer concentration remains high.
Source →An Itron holder argues the 5% earnings decline headline is backwards
The author is long and added to ITRI, citing normalized operating results and a record fourth-quarter revenue guide, while flagging acquisition-flattered ARR.
Itron reported and the headline says earnings fell 5%. I think that’s backwards, where am I wrong? Flag before anything:
The author argues the results can break the ex-growth framing.
Source →Most argued
by comments per upvoteJio's IPO listing pushed its market cap above Bharti Airtel's
The author notes Jio's hyped IPO delivered bumper listing gains and now exceeds Bharti Airtel's market cap.
So a marketing hyped IPO had a bumper opening | JIO market cap exceeds Bharti Airtel With the bumper IPO
The author worries about a blind IPO application rush going forward.
Source →A r/pennystocks author went all-in on Boeing after its post-earnings drop
The author is all-in long Boeing after its post-earnings drop, expecting a return to all-time highs.
Boeing, the NOT Ai play Boeing (BA) was founded over a century ago and is going nowhere.Source →
Rapport Therapeutics flagged for late-October insider cluster buying
The post explains Form 4 filters and flags Rapport Therapeutics' late-October 2026 insider cluster buying as a classic but non-guaranteed signal.
Insiders sell ~$20 for every $1 they buy.
The author notes insiders sell about $20 for every $1 they buy.
Source →Adobe passes a five-metric value screen with four greens and one yellow
The author runs a classic value screen on Adobe and discloses owning the stock.
Adobe through my 5-number value filter: 4 greens, 1 yellow. Comment a ticker and I'll run yours.
The author flags AI disruption as the key uncertainty.
Source →