Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 55 videos · 16 channels
TBPN: chip and data-center suppliers fell hardest while large hyperscalers outperformed
The episode framed the selloff as a post-election repricing of AI infrastructure expectations, debating whether AI capex has peaked and what drives AI revenue beyond coding assistants. It cited OpenAI's enterprise acceleration and a reported $500 million data-center loan portfolio sale.
Russell Clark: the AI build-out is not yet a high-conviction short
Clark argues the midterm result reinforces a pro-labor, higher-spending policy mix that makes wage-driven inflation and elevated bond yields more structural. He is cautious about shorting the AI build-out because compute demand remains strong and hyperscalers are capacity-constrained.
MacroVoices #557: markets may be too quick to price lasting energy relief
The episode argues the Democratic sweep could constrain US foreign policy and raise power-vacuum risks in the Middle East and Ukraine. It also takes a skeptical view of gold's bounce and notes the dollar and bond market have not confirmed a macro regime change.
The Market Huddle: the election acted mainly as a trigger for the AI and semiconductor selloff
The hosts argue the AI and semiconductor complex was priced for very optimistic outcomes, with the election result acting mainly as a trigger for the selloff.
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SEMICONDUCTORS — · NDX — · AIQ -6.7% · URA -6.1% · COPPER -5.7% · UNG -0.1%Qualcomm's CEO says data-center revenue targets are limited by supply, not demand
Cristiano Amon argued Qualcomm's data-center story is separate from handset concerns and framed the opportunity around low-power computing and AI inference, with data-center revenue goals for fiscal 2027 and 2029.