Daily Alpha · YouTube
· Midday Alpha · by Buzzberg Research
Who was talking 30 videos · 13 channels
David Orr argues AI compute is on a path to oversupply
A hedge fund manager who was long AI infrastructure until mid-year says compute demand is concentrated among a narrow set of software buyers and calls the recent semiconductor unwind primarily a positioning and leverage event.
ILTB guest argues cash-pay GLP-1 models show how patient-paid care can lower prices
The interview contends US patients usually are not the customer controlling spending and presents Ro as a vertically integrated telehealth platform that grew rapidly through patient demand, direct pharma partnerships and lean execution.
Kai-Fu Lee questions AI equity valuations where circular financing and large capex may be hard to justify
Lee calls AI a broad business-model transformation but is cautious on soaring AI equity valuations, and sees cheap Chinese and open-source models pressuring pricing.
Principal's Seema Shah says the AI cycle is intact but entering a slower, more selective build-out
Shah expects a slower, more selective data-center build-out with power availability as a key differentiator, and says investors can no longer buy broad tech exposure indiscriminately.
Odd Lots: multi-strategy funds' diversification failed because pods shared AI-linked, leveraged exposures
The episode examines a severe October hedge fund drawdown and how negative gamma, systematic selling, leveraged products and risk limits amplified the selloff.