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· Post-Market Alpha · by Buzzberg Research
Who was talking 48 videos · 17 channels
Dylan Patel: Nvidia's role as AI-supply-chain financier would weaken without Huang
Patel argues Nvidia's aggressive technical bets and supply-locking deals depended heavily on a single decisive leader, and that committee-style decision-making would weaken its role as an informal financier and coordinator across the AI supply chain. His preferred CEO picks come from outside Nvidia.
Nebius fell about 15% on deliberately conservative capacity-timing guidance
Nebius fell roughly 15% after earnings even though revenue and profit were not the issue; management described forward guidance as deliberately conservative to account for possible slippage in bringing new data-center capacity online, with upside if buildouts land on schedule.
OpenAI has raised about $15B at roughly $1.25T, versus a target of up to $30B at $1.4T
CNBC said OpenAI has so far raised roughly $15B at about a $1.25T valuation, against an earlier target of up to $30B at $1.4T, a pullback in both valuation and fundraising ambitions, while it keeps raising because of heavy cash consumption.
Mike Alkin: uranium's structural deficit does not depend on AI demand
Alkin argues uranium is structurally undersupplied relative to the operating reactor fleet and planned additions, independent of AI or data-center demand, yet uranium equities have been grouped into AI and nuclear baskets and sold alongside AI capex fears.
CNBC traces Alice Huang-linked companies to a Shenzhen data center whose principal customer was Huawei Cloud
Citing private intelligence firm Tesserae, CNBC traced a chain of interlocking shell companies linked to Alice Huang ending at a Shenzhen data center whose principal customer was Huawei Cloud. CNBC said Huawei, Nvidia and the linked entities had not responded to requests for comment.