YouTube Insights

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

youtube-insights

US-Canada Trade War: American Whiskey Exports Collapse 70%

US whiskey exports to Canada cratered 70% after Canadian provincial restrictions hit. Now with talks dead and new tariffs live, the hangover is getting worse.

Aug 23, 20262 min read

DEO

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Ross Stores $ROST Jumps 7.5% as Off-Price Retail Wins the Tariff Era

Ross Stores surged 7.5% premarket after raising full-year EPS guidance. BJ's Wholesale jumped 5.6%. The trade-down trade is very much alive.

Aug 22, 20262 min read

ROSTBJTJX

youtube-insights

Anthropic Targets $2T IPO at 30x Revenue: Bubble or Bargain?

Anthropic is gunning for a $2T IPO at 30x revenue while Bill Dudley says the AI bubble pops by 2027. Bloomberg's data and your portfolio deserve a conversation.

Aug 21, 20262 min read

MSFTVRTAVGOBTC

youtube-insights

Walmart's Worst Sales Growth in 6 Years Signals Consumer Crunch

Walmart just posted its slowest sales growth in six years. YouTube's sharpest finance voices say this isn't just a Walmart problem.

Aug 20, 20262 min read

WMTAAP

youtube-insights

Tom Lee Picks JPM and ANET, Dumps HOOD for 2026

Tom Lee just reshuffled his core ideas list. JPMorgan and Arista Networks are in. Robinhood is out. Here's who agrees and who's pushing back.

Aug 19, 20262 min read

JPMANETHOOD

youtube-insights

Andrew Yang's AI Token Tax: The Policy Wall Street Should Fear

AI pays no payroll tax. Humans do. Andrew Yang wants to fix that, and Anthropic's CEO already agrees. Wall Street, take note.

Aug 19, 20262 min read

AMZNGOOGLAAPLMSFT

youtube-insights

Anthropic's $6.5B ARR and OpenAI's IPO Race: Who Wins?

Anthropic's ARR hit $6.5B in July, up 7x in a year, while OpenAI sits at $4B. Two AI giants, one public market, and a very crowded trade.

Aug 18, 20262 min read

CRWVMUMRVLWDC

youtube-insights

Berkshire Bets Big: Alphabet Is Now Its #3 Stock Pick

Berkshire added $1.7B in Alphabet stock in Q2, making $GOOGL its third-largest equity holding. YouTube creators are connecting the dots.

Aug 17, 20262 min read

GOOGLDALLENAAPL

youtube-insights

Meta's $META Child Safety Trial: States vs. Zuckerberg in Court

40+ states are suing Meta over features designed to hook kids. YouTube's top finance voices are asking: is this Meta's Big Tobacco moment?

Aug 16, 20262 min read

Anthropic Revenue Up 14x: AI Is Eating Finance Faster Than You Think

Anthropic just posted $11.5B in preliminary Q2 revenue, a 14x year-over-year jump. Meanwhile Alibaba's AI is quietly eating Meta and Google's lunch.

Aug 15, 20262 min read

METAGOOGLBABAKTOS

youtube-insights

Apple Expands US Manufacturing to $600B: What Berkshire's $16B Alphabet Bet Tells Us

Apple just upped its US manufacturing pledge to $600B. Berkshire just made Alphabet its top holding. Connect the dots and you get a very specific thesis about where the next decade lives.

Aug 15, 20262 min read

AAPLGOOGLDALBA

youtube-insights

Cisco $CSCO Posts Record 15% Growth: AI Networking Is the New Oil

Cisco just dropped a 15% revenue growth quarter when analysts expected 9%. The secret weapon? A chip they've been building for ten years.

Aug 13, 20262 min read

CSCOMU

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