Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
QTR's Fringe Finance argued the AI boom has become an increasingly circular exercise and said its 26 stocks to watch for 2026 are up about 17.4%.
QTR argues the AI boom has become an increasingly circular exercise
The author says Wall Street is counting the gains, ignoring the losses and calling it earnings growth, with valuations being inflated as enormous amounts of capital are thrown around.
The author says the financial system is becoming more dependent on the assumption that the boom will continue indefinitely.
Source →QTR's 26 stocks to watch for 2026 were up about 17.4%, beating the S&P 500 by about 4.4%
As of about 9:35AM EST the blog's 26 Stocks To Watch for 2026 were up an estimated 17.4% on an average, equal-weighted basis.
The author is considering their outlook on the market for 2027.
Source →Rooster says it is selling URNJ to buy new biotech positions
The title states the author is selling URNJ to fund new biotech purchases; no biotech names, prices or sizing are disclosed.
Source →