Street Alpha
Former buyside analyst. Over a decade of experience. Bilingual in English and Chinese. Data-driven and quantamental. I write about global macro & equities to help you discern signal from noise.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 117 | Founded | 5 months ago | Last Issue | 5 days ago |
| Active | |||||
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streetalpha.substack.comLatest Issues
The Third Guidance Raise: Cheniere Energy (LNG)
Disclaimer: This article is for informational and educational purposes only. It does not constitute financial, legal, or investment advice. Views are based on public information as of the publication date and are subject to change.
Positio...
第三次上调指引：Cheniere (LNG)
Disclaimer: This article is for informational and educational purposes only. It does not constitute financial, legal, or investment advice. Views are based on public information as of the publication date and are subject to change.
七月半导体回调...
Sandisk's Earnings Reopens the Debate in Memory: Is It Different This Time, or Exactly the Same?
Disclaimer: This article is for informational and educational purposes only. It does not constitute financial, legal, or investment advice. Views are based on public information as of the publication date and are subject to change.
For the...
闪迪财报：又回到了存储股是周期vs长期的辩论
Disclaimer: This article is for informational and educational purposes only. It does not constitute financial, legal, or investment advice. Views are based on public information as of the publication date and are subject to change.
以前大家买闪迪...
Bloom Energy二季报之后：哪些质疑被证伪，哪些逻辑被证实
免责声明：本文仅供信息与教育用途，不构成任何财务、法律或投资建议。文中观点基于发布日之前的公开信息，可能随时变化，恕不另行通知。
五月那篇文章讲了三件事。
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第一，电力是AI基建真正的瓶颈。
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第二，在有居民的地方，燃气发电这条路已经被环评和社区反对堵死。
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第三，在西方超大规模数据中心市场里，能以吉瓦级产能量产固体氧化物燃料电池（SOFC）的公司只有 Bloom 一家。
那篇文章写在股价312美元的时候，我model的概率加权目标价是321...
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Authors
The writers behind this newsletter.
Former buyside analyst with 10+ years of experience, writing at the intersection of global macro, geopolitics, and equities. Bilingual in English and Chinese, I use a data-driven, quantamental lens to cut through the noise.
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