Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
← 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
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.
2 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.
2 min read
CSCOMU
youtube-insights
Dan Ives: AI Chip Demand Outpaces Supply 13:1 Until 2029
From chip shortages to Fed hikes, YouTube's biggest finance voices are all talking. Here's where they agree, where they don't, and what it means for your portfolio.
3 min read
CRWVSMCICAVABAC
youtube-insights
Nvidia's $500B AI Fund: Why Shares Fell on the Best News of the Year
Nvidia just organized a half-trillion dollar AI infrastructure fund and its stock went lower. Classic market logic. Here's what's actually happening.
2 min read
NVDAINTCHPE
youtube-insights
NYT Stock: 1,000 New Journalists and a YouTube Bet
The New York Times has its biggest newsroom in history and is now chasing YouTube viewers. Is this genius or expensive nostalgia?
2 min read
NYT
youtube-insights
40% of Americans Have Under $500 Saved. Vegas Feels It.
78% of Americans live paycheck to paycheck, 4.3 million are behind on auto loans, and Vegas foot traffic is falling. The vibe economy has a math problem.
2 min read
MGMWYNN
youtube-insights
China's AI Costs 7.5x Less Than US: Should You Worry?
Claude costs $2.33 per task. China's GLM costs $0.31. Same output, 7.5x price difference. The AI trade you thought was locked up just got complicated.
2 min read
NVDAPLTR
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