YouTube's Finance Brain Trust Agrees: AI Is the Only Trade That Matters Right Now
This week's top YouTube finance voices broke down a jobs beat, a tariff court loss, and why every bull thesis leads back to the same three letters: A-I
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| AAPL Apple Inc. | buy | $293.15 | — | — | — |
| QQQ INVESCO QQQ TRUST, SERIES 1 | hold | $711.35 | — | — | — |
| DDOG Datadog, Inc. | buy | $200.10 | — | — | — |
| CRWV CoreWeave, Inc. | buy | $114.07 | — | — | — |
| GOOG Alphabet Inc. | hold | $396.07 | — | — | — |
| META Meta Platforms, Inc. | hold | $609.32 | — | — | — |
| COIN Coinbase Global, Inc. | sell | $200.15 | — | — | — |
| NET Cloudflare, Inc. | sell | $196.25 | — | — | — |
| EXPE Expedia Group, Inc. | sell | $229.67 | — | — | — |
| TM TOYOTA MOTOR CORP/ | hold | $187.50 | — | — | — |
| MSTR Strategy Inc | hold | $188.96 | — | — | — |
If you watched finance YouTube this week and came away with anything other than AI is eating everything, you weren't paying attention. Wedbush's Dan Ives raised his $AAPL price target to a street-high $400 on CNBC, calling WWDC the start of a 'golden age' with Gemini, ChatGPT, and Claude integrations potentially adding $10–15 billion annually to services revenue. Apple as AI toll collector — a beautiful business model if you can get it. Meanwhile, $DDOG surged 30% after AI-native customers hit 80% of recurring revenue, and CoreWeave's CEO described demand as a literal 'wall.' Fundstrat flagged potential exhaustion signals on tech even as it ripped ~21% in a month — sentiment is only mid-range despite the rally, which is either a green light or a trap.
Away from the AI party, the macro picture is messier. April added 115,000 jobs versus a 65,000 estimate, but the Fed isn't cutting — KPMG's Diane Swonk is calling for two rate hikes, the U-6 underemployment rate hit 8.2%, and wage growth at 3.6% is losing to M2 expansion at 5%. Translation: you're technically employed but quietly getting poorer. The Iran conflict is layering on supply shock risk, with oil topping $95/barrel and JPMorgan warning $5/gallon gas is incoming — the 'NACHO' trade (Not A Chance Hormuz Opens) is officially the traders' meme of the week.
Oh, and $LIME filed for its IPO with a going concern warning and $1 billion in current liabilities due by year-end — proof that in this market, 'cash flow positive for three years' will get you a Goldman underwriter even if you're technically one bad quarter from the lights going out.