Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Themes on this desk
Oracle
One commenter's Oracle calls bought at the open were up 54%, while others called the rally on a 2030 revenue promise unjustified and questioned the bullish read on lower capex.
Alphabet
In the daily thread, one commenter bought GOOG shares, another put $10k into Google and one bought GOOG puts, while a former employee holding $700k of shares said they were bearish into earnings.
Bonds
One commenter argued above-target inflation with no hike will push yields sharply higher; another reported TLT 0DTE puts profitable.
Highest engagement
by score · day changeWSB author is long Micron with a $1,400 target, 31% upside
The author argues the memory shortage and margin expansion are durable enough that consensus EPS revisions can drive significant upside.
MU YOLO: The Memory Super Cycle Is Not Peaking — It’s Broadening. 31% Upside to $1,400 Alright, apes.
The thesis is that the memory cycle is broadening, not peaking.
Watch Consensus EPS revisions for Micron.
Source →Cerebras holder calls Culper's short report methodologically flawed
The author rebuts Culper's Cerebras short report as methodologically flawed and is holding 600+ shares.
Culper's CBRS short report is straight up bullshit and here's the receipts Culper dropped their "**hot garbage**" report this morning
The author holds through the November 12 earnings catalyst.
Watch The November 12 earnings.
Source →Gene-editing researcher says Prime Medicine is severely underpriced
A gene-editing researcher argues Prime Medicine's prime editing technology is severely underpriced and is buying calls.
I am a gene editing researcher and here's why I think $PRME is severely underpriced A lot of us know
A domain-expert bull case on a small biotech.
Source →DXYZ pitched as a discounted proxy for Anthropic before its IPO
The author argues DXYZ is a discounted way to get Anthropic exposure ahead of its expected IPO, while flagging fees, dilution and lockup risks.
DXYZ: possibly the cheapest way to get Anthropic exposure before they list **TLDR:** Anthropic's S-1 released on Monday and the
The author sees DXYZ as a discounted proxy, with fees, dilution and lockups as the risks.
Watch Anthropic's IPO.
Source →GEHC holder watches slowing orders and backlog despite a Q3 beat
The author is long GE HealthCare and focuses on slowing orders and backlog despite a Q3 headline beat and raised guidance.
GEHC Q3 was messier than the headline — the order book is what I'm watching long GEHC, so take this
The order book, not the headline beat, is the author's test.
Watch GE HealthCare orders and backlog.
Source →Most argued
by comments per upvoteTenaz Energy bull points to European gas above EUR100 per MWh
The author is bullish on Tenaz Energy, arguing European gas prices above EUR100 per MWh, equal to selling oil at $275 CAD a barrel, should drive blowout Q4 results.
European gas prices surge over €100 mwh, this is the equivalent of selling a barrel of oil at $275 CAD.
The author expects further analyst upgrades.
Watch Tenaz's Q4 results.
Source →SLS bull cites BlackRock's larger stake and the 80th-event timing
The author's bullish case on SLS rests on CEO confidence, BlackRock's increased stake and the timing of the 80th event relative to the ASH abstract deadline.
Why I’m bullish on $SLS 1. CEO confidence: His recent LinkedIn posts have been precise and confident. 2. BlackRock:
The case rests on the 80th event's timing relative to the ASH abstract deadline.
Watch The ASH abstract release.
Source →Long Netflix and Nike, the author might sell Netflix on a bounce to $70-80
The author is long both, plans to hold Nike for years and might sell Netflix on a bounce to $70-80, citing consumer discretionary weakness and competition.
Netflix and Nike erased 0.5 trillion dollars from their market caps combined Anybody see 0.5 trillion dollars lying around somewhere?
Consumer discretionary weakness is the shared headwind.
Watch Netflix at $70-80.
Source →