YouTube's Finance Brain Trust Agrees: AI Capex Is Fine, OpenAI Specifically Is Not
Finance YouTube's biggest voices this week: a Fed farewell tour, an OpenAI reality check, and an oil market that's genuinely on fire
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SBUX STARBUCKS CORP | buy | $106.84 | — | — | — |
| BKNG Booking Holdings Inc. | hold | $173.78 | — | — | — |
| ORCL ORACLE CORP | hold | $163.65 | — | — | — |
| CRWV CoreWeave, Inc. | hold | $112.60 | — | — | — |
| STX Seagate Technology Holdings plc | buy | $670.05 | — | — | — |
| CNC CENTENE CORP | buy | $53.23 | — | — | — |
| GM General Motors Co | hold | $76.50 | — | — | — |
| NVDA NVIDIA CORP | buy | $211.37 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $328.60 | — | — | — |
| HOOD Robinhood Markets, Inc. | hold | $71.36 | — | — | — |
| DIS Walt Disney Co | hold | $100.75 | — | — | — |
| GOOGL Alphabet Inc. | buy | $352.02 | — | — | — |
| MSFT MICROSOFT CORP | buy | $424.78 | — | — | — |
| META Meta Platforms, Inc. | buy | $671.30 | — | — | — |
| AMZN AMAZON COM INC | buy | $264.29 | — | — | — |
The consensus on YouTube's finance circuit this week has two lanes: Jerome Powell deserves a slow clap, and OpenAI's 'secure everything compute' strategy deserves a serious side-eye. David Rubenstein (Carlyle Group) appeared on CNBC calling Powell's 8+ year tenure — engineered soft landing, 9% inflation navigated, zero recessions — one of the cleaner Fed runs in modern history. With his 65th and final press conference imminent and rates expected to hold for a third straight meeting, even the critics are grudgingly nodding.
Meanwhile, a WSJ report claiming OpenAI missed internal revenue and user targets detonated across the AI trade. The Philadelphia Semiconductor Index dropped 4%, chip stocks including $NVDA-adjacent names fell ~3%, and the Nasdaq logged its biggest gap-down open in four weeks. Cramer called it 'healthy rain.' Analysts called it an inter-LLM rotation toward Anthropic's Claude (88% MAU growth YoY in March). Both might be right.
Oh, and WTI crude hit $103.33/barrel, the UAE rage-quit OPEC after six decades, and the Strait of Hormuz is still very much a problem — so enjoy those $4.18 gas prices while Goldman raises its Brent forecast to $90/barrel by Q4 from what is apparently a very optimistic baseline.