Daily Alpha · YouTube
Who was talking 46 videos · 9 channels
Capital conversion
2 videos · 12mSpaceX's cash burn, AMD's demand outlook and Morgan Stanley's application thesis separate infrastructure access from operating returns.
SpaceX's beat still cut free-cash-flow expectations
Mark Mahaney said hotter capital spending should lead analysts to make negative free-cash-flow revisions.
AI value is moving from infrastructure access to operating redesign
Morgan Stanley argues that the next phase may reward companies that integrate AI into how they operate.
Oil and policy
2 videos · 10mHormuz progress remains incomplete while Fed and bank voices argue resilient growth leaves room for higher rates.
Oil relief may be only a short-term pressure valve
Emily Ashford said the market is hoping for a short-term pressure-release valve from the latest diplomacy.
Kashkari says the Fed should start raising rates slowly
Neel Kashkari said inflation remains high, the consumer and labor market are holding up, and the Fed should start moving rates higher.
Memory pricing
1 video · 11mSanDisk's after-hours report showed pricing, not only volume, driving the sequential surge.
Pricing supplied most of SanDisk's sequential growth
Bloomberg reported that SanDisk's sequential revenue growth came roughly one-third from volume and two-thirds from pricing, alongside a larger buyback.