Daily Alpha · Reddit
· Premarket Alpha · by Buzzberg Research
Reddit investors bought Alphabet's drop and argued over Intel's read-through to AMD, while other posts covered Hammond Power's transformer demand, PAN-OS exploitation and a fuel-surcharge case for UPS and FedEx.
Themes on this desk
Alphabet dip buying
An r/investing author bought GOOGL after its post-earnings drop, citing a 32% discount to its all-time high; r/wallstreetbets commenters planned to buy more in the morning or put their remaining funds into Alphabet.
Intel read-through to AMD
An r/AMD_Stock commenter calls Intel's Israel fab accident unique to Intel and bullish for AMD, while an r/wallstreetbets commenter argues the RAM shortage hits AMD for the same reason as Intel.
Highest engagement
by score · day changeAn author is loading up on Nvidia, saying 2027 revenue is largely locked in
The author is buying NVIDIA now, arguing 2027 revenue is pretty much locked up and 2028 mostly so, making this a good entry point.
Im loading up with NVIDIA right now. 2027 revenue pretty much locked up and 2028 mostly so.
The author calls the current price a good entry point.
Source →HPS.A (Hammond Power Solutions) Q3 2026: +104.4% YoY Revenue Growth, Adj. EPS $3.13 (Massive Beat)
Bullish post on Hammond Power Solutions Q3 2026 results, citing AI data center transformer demand, capacity expansion and attractive forward valuation.
HPS.A (Hammond Power Solutions) Q3 2026: +104.4% YoY Revenue Growth, Adj.Source →
PAN-OS vulnerabilities are being actively exploited, with 24 of 19,000 scanned firewalls rooted
The post reports active exploitation of PAN-OS vulnerabilities at a US government-affiliated organization; the attacker scanned 19,000 firewalls, rooted 24 and kept persistence.
Vulnerabilities are being actively exploited against PAN-OS - Palo Alto Networks (PANW) The attacker scanned 19,000 firewalls, rooted 24, and
The attacker kept persistence, and the post also reports additional parked firewalls.
Source →A commenter expects UPS and FedEx to lift profits with 30-40% fuel surcharges
The commenter argues transportation and parcel stocks like UPS and FedEx are likely to see 30-40%+ fuel surcharges and can easily beat consensus.
Boomer stocks like transportation. Likely to see 30-40%+ fuel surcharges from shit like Ups & FedEx....and people are lazy fucks
The commenter argues the surcharges would let those carriers easily beat consensus.
Source →A commenter expects the Iran war to keep oil prices rising for at least two more years
The commenter argues the Iran war will persist at least two more years, keeping oil prices rising on global supply shortages because the US cannot force the Strait open.
Why? Do you think the war in Iran is ending any time soon?
The commenter also argues Trump won't offer Iran favorable terms.
Source →Most argued
by comments per upvoteWhat Are Your Moves Tomorrow, October 30, 2026
Author expects the AI capex cycle to unwind starting with neoclouds and CoreWeave, then OpenAI and Oracle, as rising interest rates and worsening cash flow force hyperscalers to cut AI capex in Q4 or early next year.
When does the circle jerk end and blame game start? 2027 or 2028?Source →
A commenter is rotating from QQQ and SPY into housing on a rates-peak view
The commenter thinks rates have seen their cycle high and is selling more QQQ and SPY to add XHB, with BLDR calls targeting $100.
I think we've seen the cycle high in rates. I'm going to sell more QQQ and SPY, and add XHB.
The commenter is trimming QQQ and SPY to fund the housing trade.
Source →An author is buying SPCE January $3 calls, saying Delta-class ship testing appears on schedule
The author argues SPCE, down 99% from its all-time high, may be double-bottoming near $2.50 and appears on time for Delta-class ship testing despite commercial flight delays.
SPCE is down 99% from all time highs. The good news? They might finally be sort-of-on-schedule. That's about it.
The author points to resilient price action despite commercial flight delays.
Watch Delta-class ship testing.
Source →A post details the $6.3 billion Binance hack through a compromised developer laptop
The post reports a $6.3 billion Binance hack via a compromised dev laptop and EIP-7702 exploit, with Tether freezing half the funds and Binance promising to cover losses from SAFU.
BREAKING: Cryptocurrency exchange Binance confirms it was the target of a $6.3 billion crypto heist Thursday, believed to be the
The post asks open questions about hot-wallet security.
Source →