YouTube Insights

AI summaries of what top finance creators are recommending - where they agree, where they clash, and their tracked accuracy.

youtube-insights

Micron ($MU) Posts 379% Revenue Growth as AI Memory Prints Money

Micron just dropped a 379% revenue year, AI memory supply is tighter than a Fed meeting agenda, and the YouTube finance world can't stop talking about it.

Oct 1, 20263 min read

MUNVDA

youtube-insights

Americans Are Raiding Investment Accounts to Pay Bills

Americans are pulling cash from their investment accounts at twice the pre-pandemic rate. The spending looks fine. The source of that spending is terrifying.

Sep 30, 20262 min read

JPMTGTUAL

youtube-insights

FICO ($FICO) Down 50% YTD: Is the Credit Score King Dethroned?

FICO is down 50% year to date after regulators made it easier for lenders to ditch its scores. Is this a buying opportunity or a structural collapse?

Sep 29, 20262 min read

FICONFLX

youtube-insights

AMD Pays $8.2B for World Labs: Is Fei-Fei Li Worth It?

AMD drops $8.2B in stock for Fei-Fei Li's AI startup. The market shrugged. The YouTube creator class did not.

Sep 29, 20262 min read

AMDNVDA

youtube-insights

Your S&P 500 Fund Is 50% AI Exposure (Yes, Really)

Think your index fund is diversified? Felix Prehn says you're quietly running a 50%+ AI bet and most investors have zero idea.

Sep 28, 20262 min read

SPYQQQ

$Anthropic's $2T IPO Math Doesn't Add Up: Patrick Boyle Does the Maths thumbnail$

youtube-insights

Anthropic's $2T IPO Math Doesn't Add Up: Patrick Boyle Does the Maths

Patrick Boyle did the discounted cash flow math on Anthropic's $2T IPO target. Even assuming zero costs and zero taxes, it only pencils out to $1.27T. Oops.

Sep 26, 20262 min read

NVDAAAPL

youtube-insights

Broadcom (AVGO) AI Revenue to Hit $240B by 2028, Morningstar Says Buy

Morningstar slaps a $650 target on AVGO as AI chip revenue is set to double twice over by 2028. Here's why the quiet giant might be the smarter play.

Sep 24, 20262 min read

AVGOGOOGLMETA

youtube-insights

Jack Daniel's Lost 70% of Canada Sales. It Might Not Get Them Back.

US spirits exports to Canada fell more than 70% year-over-year. And even if shelves reopen, Canadians may not care.

Sep 23, 20262 min read

youtube-insights

Meta Muse AI App Sparks $600B Debt Cycle: Who Wins in Credit?

Nearly $600B in AI-related debt has been issued in 2026 alone, and Goldman Sachs says hyperscalers are only 40% of it. Here's who's really funding the machine.

Sep 22, 20262 min read

METAAMDINTCBTC