Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
One r/investing poster argued the chip selloff overprices 2028 permitting risk, while a research shop argued Micron's low forward P/E marks a cycle top.
Themes on this desk
Nvidia CEO
An r/investing post argues Jensen Huang should step down, alleging a relationship tied to Megaspeed, a Singapore-based company accused of diverting chips to China.
Highest engagement
by score · day changePoster argues McCormick is undervalued after a 30% YTD decline
The author cites stable EPS and EBITDA, a ~4% dividend yield, 15x forward P/E, a 0.70 PEG and the pending Unilever foods merger adding brands like Knorr and Hellmann's.
McCormick stock looking undervalued Hey guys, not sure if anyone else has been talking about the stock in this sub,
The author pitches McCormick as value after its 30% YTD decline.
Source →Poster says Thursday's chip crash priced 2028 permitting risk into 2026 earnings
The author argues the chip selloff overprices 2028 permitting risk and discloses long chip and data-center positions plus recent purchases.
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings.
The post frames permitting risk as a 2028 issue rather than a 2026 earnings issue.
Source →Cascadia Analytics says Micron at 3.6x forward earnings marks the top
Cascadia argues semiconductor stocks look cheap only because forward earnings estimates are peaking and has downgraded ALAB, AVGO, MRVL and TTMI to Hold.
$MU at 3.6x forward earnings is not cheap. It is the top.
Low forward P/Es are read as a cycle-peak signal rather than value.
Source →Ex-hedge fund analyst compares the AI data-center buildout to the telecom bubble
A former tech and hardware analyst warns of overcapacity, deteriorating marginal capex returns at Meta and Alphabet, and credit risk at CoreWeave and Oracle.
Dark Fibre & Dark Silicon — Unsolicited market thoughts from an ex-hedge fund tech & hardware analyst, who's very out
The post compares the AI data-center buildout with the telecom bubble.
Source →Poster asks whether electricity is becoming the AI bottleneck after Anthropic's $3.4B power commitment
The author argues Anthropic's $3.4B gas-fired generation commitment suggests power infrastructure, not chips, may become the AI bottleneck, and asks which companies benefit.
Anthropic just spent $3.4B securing its own power. Is electricity becoming the real AI bottleneck?
The thread shifts the bottleneck debate from chips to power.
Source →Most argued
by comments per upvotePoster says Sterling Infrastructure's ~54% one-month drop reflects moratorium fears
The author argues STRL's ~54% one-month selloff is driven by political fears over data-center moratoriums rather than fundamentals, and that moratoriums will mean tougher terms for builders rather than cancelled projects.
Sterling infrastructure STRL Sterling Infrastructure builds large-scale site infrastructure for data centres, warehouses, transport and energy projects, with data centres
The post separates moratorium headlines from builders' fundamentals.
Source →Nokia's NPO/CPO laser plans would put it in Sivers' lane
The post analyzes Nokia's stated intent to enter NPO/CPO laser optics and its two-sided implications for Sivers Semiconductors, with no confirmed product or order.
Nokia's eyeing the laser slot too — its NPO/CPO move would put it in Sivers' lane Nokia wants in on
A new entrant in CPO lasers could compete with or validate Sivers.
Source →r/UraniumSqueeze poster speculates Cameco may dilute by roughly US$1 billion
The author speculates, based on cryptic posts on X, that Cameco may dilute shareholders by roughly US$1 billion, and questions its prior talk of withholding new supply until higher prices.
Cameco might be about to dilute to the tune of one billion dollars worth of shares.
The author questions Cameco's prior talk of withholding new supply until higher prices.
Source →Global Atomic holder expects more news after a conditional US$414M DFC approval
A self-described long-term holder expects further good news to lift Global Atomic after the conditional US$414M DFC approval and a 2028 shipment timeline.
Global Atomic (TSX:GLO) - Conditional US$414M DFC Approval & 2028 Shipme... Nice interview.
The holder expects further good news to lift the stock.
Source →MTY holder calls Foodtastic's $43-a-share offer an opportunistic lowball
The author argues Foodtastic's $43-per-share offer for MTY is opportunistic, says MTY should buy back shares instead, and will not sell at that price.
Is it too late for Foodtastic to buy MTY? MTY engaged with potential buyers for almost a year.
The author argues MTY buying back its own shares beats selling at $43.
Source →