YouTube's Finance Brain Trust Is Screaming About Jet Fuel — And Your Summer Vacation Is Collateral Damage
CNBC, Bloomberg, and Seeking Alpha creators are all pointing at the same slow-motion disaster — and a few wild card stories that make it weirder
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| HSBC HSBC HOLDINGS PLC | sell | $86.99 | — | — | — |
| GME GameStop Corp. | sell | $23.63 | — | — | — |
| EBAY EBAY INC | hold | $108.33 | — | — | — |
| AMZN AMAZON COM INC | buy | $273.39 | — | — | — |
| PLTR Palantir Technologies Inc. | buy | $144.12 | — | — | — |
| NVDA NVIDIA CORP | buy | $199.22 | — | — | — |
| UPS UNITED PARCEL SERVICE INC | sell | $96.76 | — | — | — |
| FDX FEDEX CORP | sell | $358.10 | — | — | — |
| NCLH Norwegian Cruise Line Holdings Ltd. | sell | $17.35 | — | — | — |
| CVX CHEVRON CORP | hold | $191.40 | — | — | — |
| JBLU JETBLUE AIRWAYS CORP | sell | $4.83 | — | — | — |
| GFS GLOBALFOUNDRIES Inc. | buy | $69.66 | — | — | — |
| TSN TYSON FOODS, INC. | buy | $68.84 | — | — | — |
If YouTube's finance creators had a group chat this week, it would be on fire — and not the good kind. The dominant theme across CNBC, Bloomberg Podcasts, and Seeking Alpha is the Strait of Hormuz crisis quietly torching the global energy supply chain. Kpler's Matt Smith called it "a slow motion car crash" — jet fuel exports have collapsed from 2 million barrels/day to 1.3 million, 12,000 flights have already been canceled in May alone, and Spirit Airlines has shut down entirely. $NCLH cut its full-year outlook and dropped nearly 9%. Chevron CEO Mike Wirth confirmed ceasefire talks collapsed and warned the White House directly about production slowdowns.
Meanwhile, the AI trade is somehow holding together despite geopolitics trying its best to ruin the party. Amazon CEO Andy Jassy dropped that $AMZN's AI business hit a $15 billion run rate — growing 260x faster than AWS did in its early years. Then Amazon casually announced it's opening its logistics network to third-party businesses, sending $UPS and $FDX into a tailspin. Palantir reported 85% revenue growth to $1.63 billion and raised full-year guidance by over $1 billion. Brad Gerstner called $NVDA "terribly underowned and undervalued" at 13-14x earnings. The computer-driven economy, as Cramer puts it, is developing an immunity to traditional macro headwinds.
And then there's GameStop, because the universe demands chaos: $GME launched a $56 billion bid for $EBAY at $125/share with $9 billion in cash and a vague "highly confident" letter from TD Bank covering the rest. Michael Burry sold his entire GME position the same day. The market's verdict: eBay up 5%, GameStop down 7%. Math is still math, Ryan.