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Goldman Upgrades Palantir $PLTR to Buy With $230 Target: Worth 166x Earnings?

Goldman upgraded Palantir to Buy with a $230 target. Seeking Alpha's quant disagrees. Here's why both sides have a point.

Oct 8, 20262 min read

PLTRAPO

youtube-insights

Disney+ Streams the 2027 Super Bowl: Is $DIS Finally Back?

Disney just confirmed the Super Bowl lands on Disney+ in 2027. Prices are up 85%. Subscribers are watching. Is this the turnaround moment?

Oct 7, 20262 min read

DIS

youtube-insights

Marvell $MRVL Targets $70B by 2031: Hyperscalers Are Rewriting the Rules

Marvell just raised its FY2028 revenue target to $20B and sees $70-90B by 2031. Wall Street's consensus sat at $47B. That's a very awkward gap.

Oct 7, 20262 min read

MRVLGOOGLMETAAMZN

youtube-insights

SpaceX Targets $300: Morgan Stanley Calls It the Cheapest AI Play

Morgan Stanley calls SpaceX cheap at $171 with a $300 target. Starship catalysts, AI product drops, and NeoCloud deals are lined up. Here's why creators are paying attention.

Oct 6, 20262 min read

SPCX

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Trump's Inflation Debt Plan Is Failing: Bond Yields Beat CPI

Trump told Time inflation will erase the national debt. Economists call that financial repression. The problem: it's not working yet, and the clock is ticking.

Oct 5, 20262 min read

GLDUUP

youtube-insights

Turkey's $20B Fund Collapse: The 66,000% Return Fraud Explained

A Turkish fund reported 66,000% returns in 3 years. Spoiler: it was buying its own parent company's shares. Here's how it worked and why it collapsed.

Oct 4, 20262 min read

youtube-insights

RMD Mistakes Could Double Your Tax Bill in Retirement

Miss the RMD timing window by one year and the IRS will happily hand you two tax bills at once. Morningstar breaks down the traps retirees keep falling into.

Oct 3, 20262 min read

youtube-insights

Nike ($NKE) Is Down 77% From Its Peak and Analysts Are Still Guessing Why

Nike is down 77% from its 2021 highs and trading at 2014 prices. YouTube's finance creators just spent a week explaining exactly how it happened.

Oct 2, 20262 min read

NKEADDYYFL

youtube-insights

Micron ($MU) Posts 379% Revenue Growth as AI Memory Prints Money

Micron just dropped a 379% revenue year, AI memory supply is tighter than a Fed meeting agenda, and the YouTube finance world can't stop talking about it.

Oct 1, 20263 min read

MUNVDA

youtube-insights

Americans Are Raiding Investment Accounts to Pay Bills

Americans are pulling cash from their investment accounts at twice the pre-pandemic rate. The spending looks fine. The source of that spending is terrifying.

Sep 30, 20262 min read

JPMTGTUAL

youtube-insights

FICO ($FICO) Down 50% YTD: Is the Credit Score King Dethroned?

FICO is down 50% year to date after regulators made it easier for lenders to ditch its scores. Is this a buying opportunity or a structural collapse?

Sep 29, 20262 min read

FICONFLX

youtube-insights

AMD Pays $8.2B for World Labs: Is Fei-Fei Li Worth It?

AMD drops $8.2B in stock for Fei-Fei Li's AI startup. The market shrugged. The YouTube creator class did not.

Sep 29, 20262 min read

AMDNVDA

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