Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Capital Flows argues the inflation cycle is beginning to shock complacent positioning, Damnang published an expert call on when next-generation DRAM makes economic sense, and Gaetano examined why robot hands are hard to get right.
Capital Flows says the inflation cycle has begun
The post argues the inflation cycle is beginning to shock complacent positioning and that the risks to investors are on the edge of materializing.
The author says the asset management industry keeps investors in 60/40 portfolios instead of focusing on the real purchasing power of returns.
Source →Damnang expert call examines when next-generation DRAM makes economic sense
A 92-minute interview from October 25, 2026 covers 4F², 3D DRAM, China's progress, and the manufacturing economics of HBM and EUV.
It addresses the manufacturing economics of HBM and EUV.
Source →Gaetano explains why robot hands are hard to get right
The post covers how robot fingers move, how they feel, and what it takes to get useful work out of them.
Source →