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← All posts
YouTube Insights
AI summaries of what top finance creators are recommending - where they agree, where they clash, and their tracked accuracy.
youtube-insights
Under Armour $UAA Down 7%: No Curry, No World Cup, No Plan
Under Armour cut its sales outlook again, and this time the excuses are running out. Here's why the brand is losing ground fast.
2 min read
UAANKE
youtube-insights
The Big AI Privacy Problem Costing Enterprises Billions
Your AI vendor is charging you per token, learning your secrets, and maybe building your replacement. YouTube's finance creators just caught up to what enterprises already fear.
2 min read
GOOGLSOUNAPP
youtube-insights
47% of Americans Cutting Back on Essentials: What YouTube's Top Finance Creators Are Saying
From CNBC to doom-scroll YouTube, finance creators are all reading the same tea leaves: the consumer is tapped out, leverage is scary high, and the rally has cracks.
3 min read
ANETKHCDISLLY
youtube-insights
Active ETFs Hit 40% of Flows: Is Passive Investing Dead?
Active ETFs went from 10% to 40% of flows in a single year. YouTube's top finance voices are all saying the same thing: passive is losing its grip.
2 min read
NVDA
youtube-insights
Snap (SNAP) Beats Q2 With $1.6B Revenue and 493M Daily Users
Snap crushed Q2 estimates and guided Q3 even higher. But with North American DAUs flat and a strategy pivot underway, the bull case has some fine print.
2 min read
youtube-insights
The Yen Carry Trade Is Unwinding: What It Means for Your Portfolio
Japan just had its biggest single-day currency intervention ever. YouTube's sharpest finance voices say the real shock hasn't hit yet.
2 min read
QQQ
youtube-insights
SpaceX Stock Is Down 50% From Its High: Buy the Dip or Dead Cat?
SpaceX is down 30% from its $150 IPO price and 50% from its all-time high. Bloomberg's coverage asks the question nobody wants to answer: how much cash does a rocket company actually need?
2 min read
SPCETSLACAT
youtube-insights
Ted Benna's New 'Radish' Plan Fixes What the 401(k) Broke
Ted Benna built the 401(k). Now he's saying it missed millions of workers, and his new Radish plan is here to clean it up.
2 min read
youtube-insights
AI Hedge Fund Blowup: $45B to $10B After 45x Leverage Bets
A 24-year-old ran a $45B AI hedge fund with 45x leverage. Then earnings season happened. Ken Griffin is having a great week.
2 min read
AMZNGOOGLMSFT
youtube-insights
AWS Jumps 37% and Amazon $AMZN Is Winning the Chip War
AWS grew 37% to $42.2B, margins expanded anyway, and Amazon's custom chips give it a cost edge rivals can't easily copy. Here's what YouTube is saying.
2 min read
AMZNMSFTNVDAMETA
youtube-insights
BNPL Is Broken: 1 in 3 Users Now Finance Groceries
A third of BNPL users are financing groceries. Half have missed a payment. This isn't a fintech story anymore, it's a consumer stress test.
2 min read
AFRM
youtube-insights
P&G $PG Drops 3% on Tariff Pain: Best Productivity in a Decade Isn't Enough
P&G delivered its best productivity number in a decade and still dropped 3%. Tariffs, cautious consumers, and a weak outlook are doing a lot of damage.
2 min read
PG