Daily Alpha · Reddit
· Premarket Alpha · by Buzzberg Research
One r/stocks poster sold Sterling and Vertiv after the election, an r/wallstreetbets poster argued Asian HBM suppliers are better placed than Micron as data centers move abroad, and others flagged a $4.4B Big Tech buyback total and 20%+ utility bill increases.
Themes on this desk
Nvidia holders
One r/NVDA_Stock commenter expects Nvidia back at $240 next year or maybe by end of December, and another plans to add shares expecting earnings to refute bearish narratives.
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by score · day changeInvestor sold Sterling and Vertiv at a 20-30% loss after the anti-data-center vote
The author sold Sterling and Vertiv at a 20-30% loss after the anti-data-center election results, but argues the selloff in memory, energy chipset and photonics names is overdone because those companies sell internationally.
AI sector : new era anti data center ? Hi everyone, Today, my stock portfolio is red,really red.
The author separates US infrastructure names from companies that sell internationally.
Source →Poster argues an offshore data-center shift favors Samsung and SK Hynix over Micron
The author argues the datacenter buildout will shift abroad, making Asian HBM suppliers like Samsung and SK Hynix better positioned than Micron.
Really anyone thinks that datacenters will not continue to grow?Source →
Big Tech buybacks fell to $4.4B in Q3 2026
The post says combined buybacks at Alphabet, Amazon, Microsoft, Meta and Oracle collapsed to $4.4B in Q3 2026, attributing the decline to AI spending crowding out repurchases.
The era of massive Big Tech stock buybacks is over.
AI capex is displacing capital returns at the largest spenders, per the post.
Source →EIA data show 20%+ electric bill increases at 24 utilities and an 11.6% PJM rise
The author reviews EIA 2025 data showing bill increases of 20% or more at 24 utilities and an 11.6% rise in PJM versus 4.6% elsewhere, and asks what drives the PJM gap.
electric bills went up 20%+ at 24 utilities in one year. twenty percent.Source →
Storage analysis flags Europe's winter gas balance and 2027 refill as a TTF risk
A stochastic storage analysis argues Europe's winter gas balance and summer 2027 refill needs could reprice Dutch TTF, with demand destruction as the main offset.
Europe's LNG Dependency: Why a 12% Storage-Depletion Risk Could Conceal a Much Larger Market Problem Europe entered November 2026 with
Watch Summer 2027 refill needs.
Source →Most argued
by comments per upvoteRiot's $573M bridge loan due December 31, 2026 remains the bear case
The author grades Riot's Q3 against pre-print checks and flags the shrinking BTC treasury and an unaddressed $573M bridge loan due December 31, 2026 as the surviving bear case.
RIOT: Beat the Bar — and Sold the Treasury Riot Platforms reported Q3 before the open Wednesday.
Watch The $573M bridge loan due December 31, 2026.
Source →Poster recommends Cisco puts at $100-$80 strikes into next week's earnings
The author argues Cisco's earnings next week will mark the end of the AI bull market, calls Cisco's AI story marketing hype and recommends CSCO puts at $100-$80 strikes.
CSCO earnings will mark the end of the AI Bull market in 2026 Let's take a look at a stock
Watch Cisco earnings next week.
Source →HubSpot holder argues the stock is cheap at about 12x 2027 EPS
The author holds HubSpot and argues it is cheap at about 12x 2027 EPS for a high-margin business despite a flat price and softer Q4 guidance.
HUBS is worth a look I’ve been invested in a lot of the software names since the summer and theSource →
Duolingo jumped 26% as Q3 daily users rose 29%
The post recaps Duolingo's Q3 results and 26% rally, noting mixed fundamentals and asking whether the growth outlook has changed.
Duolingo Stock Jumps 26% as Q3 Daily Users Rise 29% https://i.redd.it/66omc8z0nqzh1.png Duolingo (DUOL) climbed 25.99% to $161.27 on November 4Source →