Daily Alpha · Reddit
· Midday Alpha · by Buzzberg Research
Reddit argued over Anthropic's IPO multiple and moat, CoreWeave's adjusted profitability and Nvidia's 2027 earnings multiple.
Themes on this desk
Anthropic IPO valuation
Posters compared Anthropic's IPO range at roughly 35-39x trailing sales with Palantir and Nvidia, argued it lacks a moat because LLMs are interchangeable, while Dolphin Research said its near-term Q4 revenue looks soft.
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by score · day changer/wallstreetbets poster says CoreWeave's adjusted profitability is illusory
The author argues CoreWeave will not be truly profitable in 2028 and warns against buying shares.
CoreWeave says it'll be profitable "on an adjusted basis" which means "not actually profitable unless you pretend our expenses don't
It disputes CoreWeave's profitability framing on an adjusted basis.
Watch CoreWeave's profitability on an unadjusted basis.
Source →r/stocks author calls Nvidia far too cheap at about 10x 2027 earnings
The author is heavily long NVDA, expects a near-term run through earnings and sees 240 by end-2026 and 330 by end-2027.
My own personal guess on NVDA today # My own personal guess on NVDA today I am long a massive
The thesis rests on a roughly 10x multiple of 2027 earnings.
Watch Nvidia's earnings report.
Source →Rapidus is reportedly likely to miss its mass production deadline
A shared article reports Japan's Rapidus is likely to miss its mass production deadline because of SRAM and cleanroom issues.
Japan’s Rapidus is said likely to miss mass production deadline [https://www.japantimes.co.jp/business/2026/11/10/companies/rapidus-behind-schedule/](https://www.japantimes.co.jp/business/2026/11/10/companies/rapidus-behind-schedule/) >(Rapidus) has yet to successfully produce a key type
The reported delay stems from SRAM and cleanroom issues.
Watch Rapidus' revised mass production timeline.
Source →Reddit's revenue is up 53% while its stock is down almost 40%
The author weighs Reddit's strong Q3 revenue growth against the risk that AI search summaries erode referral traffic, without committing to a direction.
Reddit’s revenue is up 53%, its stock is down almost 40% and AI might be responsible for both its biggest
AI may be both Reddit's biggest opportunity and its biggest problem, per the post.
Watch Referral traffic as AI search summaries spread.
Source →r/ValueInvesting author would not buy Costco at $1,066, valuing it at about $660-$774
The author shares a Barron's article on Costco's special dividend and defensive profile but puts valuation well below the share price.
Costco Stock Is a Good Place to Shelter From the AI Chaos *(* ***my comment****:
The author's own valuation sits well below the share price.
Watch Costco's share price relative to the $660-$774 valuation range.
Source →Most argued
by comments per upvoteMesoblast's 2027 chronic low back pain Phase 3 readout is the key binary catalyst, per an r/ASX_Bets review
The cautiously constructive review after the AGM frames RYONCIL's US commercial traction as a foundation.
Mesoblast: The AGM has raised the stakes – now comes the hard part # Mesoblast:
Commercial traction is the base while the Phase 3 readout is the binary catalyst.
Watch The 2027 chronic low back pain Phase 3 readout.
Source →Rebellions' R200 AI chip will connect to Nvidia's NVLink Fusion, with SK Telecom planning deployment by 2028
The post reports that Rebellions' Rebel R200 chip will connect to Nvidia's NVLink Fusion platform, with SK Telecom planning data-center deployment by 2028.
S.Korea Will Run Its Own Rebellions AI Chips On Nvidia's NVLink Fusion Platform By 2028 **Summary** Nvidia, Rebellions, and SK
It brings a Korean AI chip onto Nvidia's NVLink Fusion platform.
Watch SK Telecom's data-center deployment by 2028.
Source →r/StockMarket author added to GE Vernova on the SoftBank-news dip
The author argues the AI trade will resume higher and that Democratic permitting talk will slow rather than stop data-center builds.
The next leg will be UP AND HIGHER in the AI trade I said this last week and no, I
Permitting is treated as a delay rather than a stop for data-center builds.
Watch Data-center permitting decisions.
Source →r/options author bought DoorDash Nov. 27 $200 and Dec. 18 $210 calls
The bullish case cites late-night GTA VI delivery demand and technical absorption near the 200-day moving average with an inverse head-and-shoulders.
DoorDash: The Ultimate "Late-Night GTA Fuel" Play + Technical Absorption near the 200MA **TL;DR:** With the ongoing cultural tailwind of
The calls are a bet on a bounce from near the 200-day moving average.
Watch DoorDash holding near its 200-day moving average.
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