Daily Alpha · YouTube
· Midday Alpha · by Buzzberg Research
Who was talking 30 videos · 12 channels
D.A. Davidson's Gil Luria says Alphabet should split search from Google Cloud
Luria argues search advertising decelerated sharply and faces structural erosion from AI chat, while fast-growing Google Cloud deserves a higher standalone valuation.
Steve Eisman says Anthropic's revenue growth has slowed dramatically
Eisman reads Anthropic's filing as showing sequential revenue growth slowing sharply after an earlier usage surge, and argues leading model labs lack durable moats.
Citi Wealth's Kate Moore stays constructive on equities after Alphabet's miss
Moore argues the market is treating modest earnings shortfalls as an excuse to trim risk rather than as evidence of deteriorating fundamentals, and prefers equities over credit and Treasuries because credit spreads remain historically tight.
Eli Lilly CEO Dave Ricks says obesity care remains heavily underpenetrated
Ricks said maybe 10% of eligible US patients access obesity care, and the segment cited a strong quarterly beat and a higher full-year outlook.
Crusoe CEO Chase Lochmiller describes an energy-first, vertically integrated AI-infrastructure model
Lochmiller says Crusoe spans energy development, electrical equipment manufacturing, data-center operations and a managed AI cloud, and portrays the sale of its Bitcoin-mining business as a focus decision.