Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 55 videos · 14 channels
Nvidia holders split
1 video · 5mOn CNBC, Kevin Simpson trimmed half his Nvidia position while Jim Lebenthal holds and adds new money; Stephanie Link exited and rotated into Micron.
Stephanie Link exited Nvidia and rotated into Micron
Link argued Micron is a cleaner story with a cheaper multiple, while Steve Sosnick noted unusually heavy retail dip-buying in Nvidia; both expect the overhang to keep Nvidia range-bound for an extended period.
Amodei tells Dimon that Anthropic buys compute conservatively relative to peers
In a fireside chat during the IPO roadshow, Dario Amodei described buying modest amounts of capacity in advance at low cost while relying on spot availability for upside, and cited a cash cushion, fast revenue growth and better gross margins than competitors.
Boston Fed's Collins says additional tightening will likely be warranted before long
Collins said inflation is still too high and appears to be spreading beyond energy, judging recent CPI and PPI readings as moving in an unhelpful direction, while declining to commit to a specific size or pace of moves.
Peter Boockvar expects a December Fed hike and sees AI capex growth peaking around 2027
Boockvar sees long-term Treasury yields supported by persistent inflation, fiscal supply and AI-related financing needs, with the Fed possibly near the end of a tweaking phase. He prefers commodities, gold with central-bank support and beaten-down consumer staples.
Cerebras CEO says data-center builds are behind schedule across the industry, Cerebras included
Cerebras reported a stronger quarterly result, raised its year-end outlook and disclosed a new cloud relationship with Microsoft, while data-center construction delays across the industry are affecting deployments.