YouTube's Finance Brain Trust Agrees: Oil at $100+ Is the Market's New Normal — Here's Who Wins and Who Gets Wrecked
Bloomberg, CNBC, and indie creators are all staring at the same fire — but they're not all reaching for the same extinguisher
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| ARM ARM HOLDINGS PLC /UK | buy | $151.92 | — | — | — |
| KBH KB HOME | sell | $51.70 | — | — | — |
| BTU PEABODY ENERGY CORP | buy | $38.36 | — | — | — |
| AMRC Ameresco, Inc. | hold | $28.32 | — | — | — |
| NVDA NVIDIA CORP | buy | $177.36 | — | — | — |
| SBUX STARBUCKS CORP | hold | $92.42 | — | — | — |
| JHG JANUS HENDERSON GROUP PLC | buy | $52.00 | — | — | — |
| CRWD CrowdStrike Holdings, Inc. | sell | $396.50 | — | — | — |
| PANW Palo Alto Networks Inc | hold | $158.30 | — | — | — |
| WMB WILLIAMS COMPANIES, INC. | buy | $74.03 | — | — | — |
| ALAB Astera Labs, Inc. | hold | $123.70 | — | — | — |
| ORCL ORACLE CORP | sell | $148.93 | — | — | — |
| ESTC Elastic N.V. | sell | $49.95 | — | — | — |
| SPGI S&P Global Inc. | hold | $415.50 | — | — | — |
| GOOG Alphabet Inc. | buy | $292.60 | — | — | — |
| JPM JPMORGAN CHASE & CO | hold | $295.55 | — | — | — |
| NTGR NETGEAR, INC. | buy | $24.77 | — | — | — |
The YouTube finance community is collectively losing its mind — in the most productive way possible. The throughline across every major channel this week: oil above $100/barrel is no longer a tail risk, it's the base case. Larry Fink at BlackRock is throwing out a $100–$150/barrel scenario if the Strait of Hormuz stays compromised, and the TotalEnergies CEO is casually mentioning jet fuel at $200/barrel like it's a weather report. Meanwhile, Todd Jablonsky of Principal Asset Management is actually going risk-on, citing 14% projected global earnings growth in 2026 — either the bravest call of the year or the most expensive one.
The private credit subplot is giving 2007 vibes, per both Seeking Alpha and Bloomberg. Redemption gates are up at Cliffwater, Ares, and Apollo, with Seeking Alpha calling it straight-up 'volatility laundering.' Andrei Jikh's leverage tower metaphor — homeowners, banks, insurance companies, and a $38 trillion government debt pile all leaning on each other — is the kind of thing that keeps you up at night. Cramer, to his credit, just told everyone to sit on their hands, which is honestly the most useful thing he's said in months.
The one genuine consensus? $ARM announcing its own chip business targeting $15B in annual sales with Meta as its first customer is a legitimately big deal — and coal stocks quietly ripping 8–10% because Qatar's LNG is offline is the most 2026 sentence ever written.