Daily Alpha · YouTube
Who was talking 56 videos · 13 channels
Infrastructure friction
2 videos · 18mLocal permitting can delay data-center revenue even when capex demand remains high.
Local permitting has become a material data-center constraint
Morgan Stanley says more than 300 local moratoria have passed since 2023 and restrictions now touch 40 states.
SpaceX's AI ambition requires sustained capital spending
Dan Ives describes the AI buildout as an arms race and says SpaceX can reach its ambition only through capex.
Housing demographics
1 video · 1mIvy Zelman sees a balanced market today but an oversupply risk if starts outrun household formation.
Housing may be balanced now but headed toward oversupply
Ivy Zelman says the housing market is balanced and risks oversupply if the current pace of starts persists.
SpaceX valuation
2 videos · 1h 09mThe AI ambition requires capex while a premium sales multiple demands faster earnings conversion.
SpaceX's valuation leaves little room for delayed earnings
The Compound panel frames SpaceX at roughly 67 times trailing sales and asks whether earnings can catch up.
SpaceX's AI ambition requires sustained capital spending
Dan Ives describes the AI buildout as an arms race and says SpaceX can reach its ambition only through capex.