Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Reddit posters argued memory stocks are cheap even as cyclicals, while others disclosed buys in AppLovin and First Solar LEAPs and flagged Accenture's CEO buying $3M of stock.
Themes on this desk
Memory valuations
Posters argued memory stocks are cheap even accounting for cyclicality, with one arguing the worst case for Samsung and SK earnings is already priced in, while another questioned which chip stocks are actually cheap given possible peak-cycl
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by score · day changeOracle capped new bond and share issuance at $20B through May 2030
The author is less worried about Oracle's debt after the cap and its new leverage and free-cash-flow targets.
Oracle finally put a cap on its borrowing. Is the debt worry over?
Execution and OpenAI concentration remain the author's key risks.
Source →A bullish First Solar case cites domestic-content protection and discloses LEAP purchases
The thesis rests on domestic-content policy protection, cheap valuation versus history and a rate-driven recovery from project delays.
First Solar: a value and momentum opportunity Full disclosure:Source →
Accenture's CEO bought $3M of stock on Oct 26 after selling about $14M over 20 months
The author frames Julie Sweet's open-market purchase after nearly two years of selling as a potential signal.
Accenture's CEO sold about $14M of stock over 20 months.Source →
A poster says AppLovin is still cheap after its post-Q3 jump and discloses buying shares
The author cites AppLovin's data moat, AI-driven ad returns and asset-light model.
APP is STILL cheap after AH jump following Q3 earnings results I made a post about APP about 3 monthsSource →
A r/wallstreetbets post lays out a 2027 bear case for Alphabet
The author cites AI-driven search revenue decline, heavy Gemini capex with weak results, large high-interest debt and talent departures.
GOOG: bear case 2027? 1. Revenue decline: Search business getting replaced by AI causing a hit to their revenues 2.Source →
Most argued
by comments per upvoteApple is reportedly cutting budgets for its internal AI usage
The author argues the cut signals the AI spending boom is reversing and warns the AI trade will end badly.
Apple is reportedly cutting budgets for its internal AI usage In H1 2026 a tsunami of tokenmaxxing took place withSource →
Cabaletta has cash into Q1 2028 but delayed its myositis BLA submission
The author calls the update mixed but constructive, citing the extended cash runway and a new second registrational trial against the delayed BLA timeline.
CABA News Alert- Enough $ To Continue Into Q12028 BUT Delays BLA Submission for Myositis Under Q128 $CABA released itsSource →