Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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All-In sees permitted projects proceeding through 2027 and a harder path for new capacity into 2028
The panel tied a roughly $4 trillion single-session drawdown in AI-linked equities to new governors signaling permitting freezes. Its working view is that fully permitted projects still proceed through 2027, while new large-scale capacity faces a much harder path into 2028.
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SPCX — · NEOCLOUDS — · OPENAI — · ANTHROPIC — · AI-SECTOR —Joseph Wang expects slower data-center approvals and a continued unwind in AI and tech leadership
Wang stresses the political effects of the midterm outcome: slower data-center approvals, possible tariff relief, lower oil risk and higher tax prospects. Wang sees softer inflation and a favorable backdrop for bonds.
Mike Wilson sees the equity correction in its final phase but may need one more decline
Wilson frames the correction as a late-stage, mid-cycle transition rather than a new bear market, but argues the S&P 500 may still need one more decline and volatility spike before a durable bottom.
TBPN frames the roughly $2.5 trillion tech drawdown as narrative digestion rather than a fundamental break
The hosts say tech lost roughly $2.5 trillion in one session, concentrated in semiconductors and neocloud developers, before a partial rebound, and note election results favoring AI skeptics were known before the selling began.
A private-credit short researcher expects data center debt to crack before direct lending
The researcher runs loan-book forensics on roughly 150 private credit funds and argues stated marks and default statistics understate deterioration because troubled borrowers get payment-in-kind terms and repeated extensions.