Daily Alpha · Reddit
· Premarket Alpha · by Buzzberg Research
Reddit authors called Anthropic's IPO a trillion dollar scam, argued AppLovin trades near 13x forward earnings, and questioned Boeing's normalized cash flow after its 2027 guidance.
Themes on this desk
SK hynix around the print
On r/wallstreetbets, one trader bought SKHY for earnings, another expected at least a 5% drop, and a third called the AI memory market propped up on thin ice.
Gold via GLD
A cross-posted GLD bull case cites fiscal debt, central-bank buying and de-dollarization; the author holds a small position and plans to buy more.
Alphabet into earnings
One commenter calls Alphabet's 51% search dependence a put angle but would be a big buyer below $250; another suggests QQQ to capture Alphabet's earnings without IV crush.
Highest engagement
by score · day changeAn author argues non-shopping use of Meta's Muse is bearish for Meta
The author says non-shopping use cases subsidize users while raising costs, and asks how much retailers would pay Meta for shopping, which the author calls the only important use case.
People arguing muse is useful for non shopping scenarios is quite bearish for meta Why?
It challenges the monetization case for Meta's AI agent.
Source →An author flags HDFC Bank's margin pressure from low CASA and a high CD ratio
The post-merger review notes robust financials and asset quality alongside the margin pressure.
Is HDFC really a good buy ?
The author says a re-rating depends on sustaining ROE and Nifty50 momentum.
Source →WeWork India's Q2FY27 revenue rose 31.6% with occupancy at 83.7%
The author reviews strong results, including 11.7k seats added during the quarter.
Wework India Q2FY27 result and conference call update * 6 new centres added during Q2, 11.7k seat added taking total
The author leaves the buy decision to the reader on valuation grounds.
Source →An r/stocks author calls Anthropic's IPO a trillion dollar scam
The author argues foundation-model companies have staggering losses and no proven path to profitability, and that IPO buyers are being asked to fund early investors' payouts.
The Trillion Dollar Scam For those of you wondering why there's controversy around this Anthropic IPO, allow me to explain.
It sets out a retail bear case on the Anthropic IPO.
Source →An author calls AppLovin a bargain at roughly 13x forward earnings
The author cites 53% revenue and 57% EPS growth, 78% operating margins, zero capex, buybacks, founder ownership and expansion into ecommerce advertisers.
AppLovin is a bargain The multiple has gotten ridiculous at this point... 2027 EPS is expected to be around $20.
2027 EPS is expected to be around $20, per the post.
Source →Most argued
by comments per upvoteBoeing guided about $3 billion of 2027 free cash flow versus $5.5-5.6 billion expected
The author frames Boeing's 11% drop as a valuation question, noting the $10 billion free-cash-flow target was pushed to 2029.
Why Did Boeing Stock Fall 11% Despite $464M in Q3 Free Cash Flow? TL;DR;
The author questions normalized free cash flow and the margin of safety after the drop.
Source →An author lays out how Uber could re-rate, starting with London
The bullish thesis rests on autonomous-vehicle partnership catalysts, Uber's dominant rideshare share and a low forward EBIT multiple.
How UBER re-rates Things that could re-rate Uber: 1. London.
It frames autonomous partnerships as a catalyst rather than a threat for Uber.
Source →Alltronics trades near net cash, but an author says management runs a capital destruction loop
The author says Alltronics has a real US OEM business but destroys value through receivable-heavy pulse orders and poorly performing side investments.
Alltronics (00833.HK) has a real US OEM business and trades near net cash, but management runs a capital destruction loop
The author argues for a large governance discount until loans are repaid.
Source →A holder with a large share of their portfolio in Nvidia considers rotating part of the position into SMH or SOXX
The author is disappointed by Nvidia's relative underperformance versus other AI stocks and asks which of the two semiconductor ETFs to pick.
SMH or SOXX Bit disappointed in my fairly large position in Nvidia (in proportion to my own portfolio I mean),Source →