Daily Alpha · X
· Post-Market Alpha · by Buzzberg Research
X focused on Nvidia's approach to Arm's Rene Haas and the neocloud financing risk if Kress pulls back, while Korea's chip association argued Huang's exit could give memory makers more leverage.
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Nvidia CEO search
Posts quoting Kalshi said Nvidia added nearly $100 billion after the Haas report; @ckcapitalxx called the CEO choice the biggest tell for the AI trade, while @pequityresearch argued Nvidia should pursue Apple's Johny Srouji.
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Market Radar →Serenity (@aleabitoreddit) argues bottleneck shortages from LITE to MU can persist through an AI capex slowdown
Serenity (@aleabitoreddit) cites a Korean memory executive: 'Thirty people are already lined up at a restaurant that is full, and five of them leaving does not create a table,' and argues supply shortages and price hikes in bottlenecks can persist through capex slowdowns or capacity buildout.
It's been overwhelmingly negative recently, but here's some perspective on how supply-constrained demand from $LITE to $MU looks amid possible
The post pushes back on recent negative sentiment toward supply-constrained names from LITE to MU.
Watch Memory and optical component pricing through any AI capex slowdown.
Source →Dylan Patel says Nvidia risks losing its grip on the supply chain without Huang
Patel says Huang convinced even small subcomponent suppliers to let Nvidia buy their supply and build it out, and that with him gone those suppliers are looking at Google and Amazon, which were begging the whole supply chain for capacity.
Dylan Patel of @SemiAnalysis_ says Nvidia is at risk of losing its grip on the supply chain without Jensen Huang:
Patel notes Google's market share was growing relative to Nvidia.
Watch Supplier capacity allocation between Nvidia, Google and Amazon.
Source →A Korean chip industry association official says Huang's exit could give memory makers more leverage
Ahn Ki-hyun of the Korea Semiconductor Industry Association said any company filling Nvidia's gap will still need Korean HBM and that spreading supply across several customers could be better for them; an official at a Korean company with Nvidia ties worried more about Huang's projects in AI factories, physical AI and robotics.
Ahn Ki-hyun, Vice President of the Korea Semiconductor Industry Association, says that Jensen Huang's resignation could give memory makers more
Ahn argued Nvidia relies on a handful of memory suppliers and has no ready alternatives.
Watch HBM supply negotiations with Nvidia.
Source →Nvidia's board approached Arm CEO Rene Haas as CoreWeave, IREN and Nebius fell about 10%
Per the FT, Haas, who spent about seven years at Nvidia, is one of several candidates while Colette Kress holds the seat for now. Quoted lines in the post add that since July Nvidia has offered to rent back unused neocloud GPU capacity at a fixed rate, and that some CoreWeave bonds recently yielded above 16% even with that support.
$ARM CEO Rene Haas has been approached by Nvidia's board about the CEO job, per the FT.
If Kress pulls back on these deals, neoclouds would pay more to borrow and build less, per the post.
Watch Whether Nvidia keeps its GPU rent-back offers to neoclouds.
Source →Cisco raised FY2027 hyperscaler AI revenue guidance to $9 billion from $7.5 billion
@TheValueist reads the call as validating substantial AI deployment activity, with additional Silicon One and optical design wins raising competitive pressure on incumbent suppliers and elevated memory costs favoring component manufacturers over hardware assemblers.
https://t.co/g6DOAZlATL $CSCO KEY READ-THROUGHS FROM CISCO’S FISCAL Q1 2027 EARNINGS CALL Cisco’s results reinforce the durability of AI networking demand,
Slowing order growth outside hyperscalers argues against extrapolating Cisco's 24% revenue growth across enterprise technology, per the post.
Watch Cisco order growth outside hyperscalers.
Source →