Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
One r/ValueInvesting poster plans to buy Amazon tomorrow and another models upside in ServiceNow after a 25% drop, while an Intel holder on r/AMD_Stock called the quarter poor.
Themes on this desk
Covered-call ETFs
An r/ETFs comparison shows $10,000 became $15,887 in JEPQ and $16,510 in QQQI against $17,900 in QQQ on the same days, with the gap opening in the 2025 rebound.
Highest engagement
by score · day changeA large Intel holder on r/AMD_Stock calls the quarter poor and tempers 2027 expectations
The holder keeps the long-term thesis and expects AMD to fare better despite TSMC capacity limits.
I'm a big intel bull with a large personal stake.
The comment favors AMD over Intel in server CPUs.
Source →r/ValueInvesting poster compares Amazon capex worries to past Microsoft and Google episodes and plans to buy
The author argues the Amazon capex worry mirrors past Microsoft and Google patterns.
Is Amazon pulling a Microsoft who pulled a Google Same exact story every single time "BuT tHe CapEx!"
The author plans to buy AMZN tomorrow.
Source →ServiceNow holder models about 74% upside to roughly $197 by late 2029 after a 25% drop
The author lays out a detailed bullish ServiceNow valuation model, holds the stock and may add, and calls Atlassian too expensive after selling it.
NOW down 25% after Q3 — my thesis with full numbers. Please try to break it. Disclaimer :
The post invites readers to break a full-numbers thesis after ServiceNow fell 25% on Q3.
Source →WSB poster held a $10 million Reddit position into earnings
The author held a $10M RDDT position ahead of earnings, citing strong growth, cheap valuation and a 50% drawdown.
$10,000,000 dollar RDDT YOLO - prepped for earnings after market close!
The post shows a large disclosed long into the print.
Source →r/stocks poster upgrades Alphabet from sell to hold with a $290 target
The author cites flat Q3 search revenue, weak AI model performance and stagnant Gemini usage, offset by strong Cloud and AI compute demand, a TPU sales opportunity and SpaceX and Anthropic stakes.
GOOG- Upgrade from SELL to HOLD, PT of $290 \- I have previous recommended strong sell above $350 and SELL
The upgrade weighs search weakness against cloud, TPU and private-stake value.
Source →Most argued
by comments per upvoteVICI Properties raised AFFO guidance and its dividend while authorizing a $2 billion buyback
AFFO per share rose 4.3% to $0.62, revenue rose 5.8% to $1.1 billion and the dividend rose 2.2% to $0.46, a 74% AFFO payout; GAAP EPS took a $458 million non-cash CECL charge, $313 million of it Caesars-related.
VICI Properties just reported its third quarter 2026 earnings with AFFO per share of $0.62, up two cents from last
The CECL charge hit GAAP EPS while AFFO guidance was raised; the author discloses a long position.
Source →BMY pitched as a defensive value buy at about 9.4x forward EPS
The author argues Bristol-Myers trades at about 9.4 times forward EPS with a covered yield of about 4.2%.
BMY: Spells BUY if you change the M to a U BMY at \~$60 trades around forward PE of 9.4x
The author argues the 2028 Eliquis and Opdivo patent cliffs are already priced in.
Source →BigBear.ai bull cites 31% Q3 revenue growth and a $330 million backlog
The author points to margin expansion, more than $225 million of new contract wins and raised guidance.
Again BBAI...lets talk about the Q3 A couple of weeks ago I posted here about BBAI potentially making a comeback
The author acknowledges losses, dilution and a partially unfunded backlog.
Source →Vietnam's first semiconductor plant faces delays as an ASML equipment deal stays unsigned
The post reports Viettel's fab faces delays, with ASML DUV equipment negotiations unsigned.
Vietnam's First Semiconductor Plant: 2027 Pilot Production Target Flashing Yellow as ASML Equipment Deal Still Unsigned Vietnam's first semiconductor plant
The 2027 pilot production target is at risk, per the post.
Watch Signing of the ASML DUV equipment deal.
Source →Anthropic IPO - Question
Author questions Anthropic's IPO economics, arguing committed capex far exceeds revenue and that hyperscaler dependence and investor positioning create major downside risk.
Anthropic IPO - Question I'm reading through the IPO Prospectus and working through it with my little AI buddy andSource →