Daily Alpha · Reddit
· Post-Market Alpha · by Buzzberg Research
Reddit split on Nvidia after the Huang news, while single-name posts covered Ingredion's sub-10 forward P/E, a Nike position at $39 and November 14 FDA dates for Cytokinetics and Summit.
Themes on this desk
Nvidia after Huang news
r/stocks and r/NVDA_Stock posters argued Huang's affair is irrelevant to the stock or that Chinese demand proves Nvidia's dominance, while another r/NVDA_Stock poster sold all NVDA shares on investigation risk.
Highest engagement
by score · day changePalantir poster sees $300 next year if a 50x sales multiple holds
The author argues PLTR could reach $300 next year if it sustains a 50x sales multiple, assuming $17B revenue.
If we can sustain trading at 50x sales, $300 may be possible next year assuming $17B rev.
The target depends on Palantir holding a 50x sales multiple.
Source →Ingredion pitched as a value name at about $91 with a forward P/E under 10
The author cites a forward P/E under 10, a 3.4% dividend yield, the accretive Tate & Lyle acquisition and defensive staples exposure as a hedge against AI.
Ingredion (INGR) $91/sh Just to switch it up a little, I wanted to post about this company from a true
It is a staples case framed explicitly as a hedge against AI exposure.
Watch Accretion from the Tate & Lyle acquisition.
Source →CYTK and SMMT both face PDUFA dates on November 14
The author lays out the identical November 14, 2026 PDUFA dates for Cytokinetics' aficamten sNDA and Summit Therapeutics' ivonescimab BLA, without stating a directional view.
CYTK and SMMT both have PDUFA dates on Nov 14. What are you watching in the company wording?
Two FDA decisions land on the same day.
Watch FDA action on aficamten and ivonescimab on November 14.
Source →Nike holder with 7,100 shares at $39 argues the stock is cheap on durability
The author argues Nike is cheap on durability rather than forward P/E and expects a turnaround to lift the stock toward $50-$70.
People are obsessed with forwarded PE and other metrics. Well, look at MU and NKE.
The author discloses a long position of 7,100 shares at $39.
Watch A Nike turnaround toward the author's $50-$70 range.
Source →Barclays reported puts on 801,600 underlying SLS shares, a Reddit post notes
The author highlights Barclays' reported 801,600 underlying SLS shares in put options versus only 35,783 ordinary shares, framing it as a possible hedge or bearish bet.
$SLS - 801k underlying shares in put options (they are betting on it to fail/hedging) Here's what the filings show:
Strikes and expiries are unknown, the author notes.
Source →Most argued
by comments per upvoteChina Automotive Systems pitched as cheap on a low P/E and electric power steering growth
The author cites a low P/E, margin expansion, electric power steering growth and European OEM expansion, while flagging China small-cap, customer concentration and restricted-cash risks.
Why is nobody talking about CAAS?
The author pairs the valuation case with explicit China small-cap risks.
Watch European OEM expansion.
Source →Scotiabank holder weighs selling as the P/E climbs above 17 versus a historical 8-10
A long-time BNS holder notes the P/E has climbed to over 17 versus a historical 8-10 range and is considering selling to book profit, while still holding.
BNS valuation I have held Canadian banks for a long time.
The valuation sits well above the holder's cited historical range.
Source →Oil traders overreact to unverified Iran headlines, a Reddit post argues
The author argues oil markets overreact to unverified headlines about Iran and the Strait of Hormuz and that debunked reports still leave crude prices suppressed.
Oil markets and factuality This discussion could probably be had for just about any part of markets these days, but
The author offers no specific trade.
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