Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Reddit's own selloff split r/ValueInvesting between a seller who says the thesis broke and an owner modeling about $226 by late 2029.
Themes on this desk
RDDT after Q3
One r/ValueInvesting author sold Reddit at a loss, arguing AI is eroding the platform and ARPU will eventually crest, while another owner values it at about $226 by late 2029.
Highest engagement
by score · day changeCameco's Q3 showed falling production, rising costs and a lower top end of 2026 production guidance
The author argues Cameco's weak quarter, with an adjusted loss, undercuts the premium investors pay for it in a strong uranium market.
Cameco's Disappointing Q3 *Uranium prices are rising, but what exactly is $CCJ delivering?* Another disappointing quarter from Cameco, and I
Rising uranium prices are not translating into delivered production.
Source →An investor opened a $350k Alphabet position at a $278 average cost
The author opened a roughly $350k GOOGL long at $278 average cost with short-to-medium-term price targets of $344 and $401.
Opened a $350k Position in Alphabet (GOOGL) at $278 Average Cost Price Targets & Long-Term Thesis recently opened a majorSource →
A poster argues selling semis and hyperscalers together on higher AI capex is contradictory
Semis receive the capex hyperscalers raise, and the author finds it odd that semis have not decoupled from hyperscalers.
The semis and hyperscaler correlation is flawed So apparently hyperscalers significantly raising ai capex in 2027 is bearish for themSource →
Allied Properties trades near an 80% discount to NAV after a 25% post-earnings drop
The author remains long at about $9 CAD average, citing roughly 5x P/FFO against 13-20x for peers, while flagging incompetent management and Westbank loan exposure.
AP-UN.TO - Allied Properties - Trading at 80% discount to NAV now - A follow up on my previous postSource →
Big Oil booked a $56 billion quarter on refining margins and used most of the cash to cut debt
The report says major oil companies' refining windfall amid the Iran conflict went mostly to debt reduction rather than higher investment or dividends.
Big Oil Books $56 Billion Quarter as Refining Windfall Goes to Debt Reduction, Not Spending BP, Chevron, Exxon Mobil, ShellSource →
Most argued
by comments per upvoteA technical view targets $3,400 gold after the break below $4,000
The author gives a bearish technical view on gold with a $3,400 downside target.
Gold to touch $3400 soon? Looking at the current macro structure, we’ve experienced a severe breakdown after the recent peak,
Watch Gold at $3,400.
Source →A poster questions whether AMD's drop on the Intel news is rational
The author argues AMD's PC and retail business has not been central to its story for years.
Intel dump How irrational (or rational) is the AMD drop from the Intel news? It's unreasonable no?Source →
An investor bought 200 IVV shares at $755.09 as a 10-15+ year S&P 500 bet
The author bought about $151,000 of IVV, betting on the S&P 500 reaching new highs.
Had to jump back in LFG!!!! Snp is going to new highs! **Had to jump back in!!!!** LFG!!!Source →
A poster says the RAM shortage and local-AI demand keep GPU and RAM prices climbing
The author asks whether alternatives to Nvidia GPUs exist.
RAM Shortage For 3 years now, people have consistently talked about the ram shortage, and that the prices are onlySource →