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Rob Arnott Says Amazon and Microsoft Aren't Actually 'Growth' Stocks — and the Data Backs Him Up

Amazon and Microsoft got kicked out of the 'real growth' club. Gundlach sees 2007 vibes in private credit. And Paul Tudor Jones just compared AI to 1999 — in a good way.

May 8, 20261 min read

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AMD Is Up 325% in 12 Months and Tom Lee Says Semis Still Aren't Expensive — YouTube's Finance Brains Agree

AMD surged 18%, Tom Lee says semis are cheap at 22x forward, and Iran peace talks sent oil down 7%. YouTube's finance creators are unusually aligned this week.

May 7, 20262 min read

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YouTube's Finance Brain Trust Agrees: AI Is Eating SaaS, and Anthropic Is Holding the Fork

Dimon, Cramer, BlackRock's Rieder, and Citi's Terry all showed up to the same AI infrastructure party this week. The SaaS sector did not get an invite.

May 6, 20261 min read

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YouTube's Finance Brain Trust Is Screaming About Jet Fuel — And Your Summer Vacation Is Collateral Damage

Jet fuel is disappearing, GameStop wants to buy eBay for reasons unclear, and Amazon is eating everyone's lunch. Welcome to the YouTube finance recap.

May 5, 20261 min read

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Amazon’s Logistics Power Move Leaves UPS and FedEx in Panic Mode—And Brad Gerstner Bets Big on AI Chips Instead

Amazon's logistics bombshell hands UPS and FedEx a beating, GameStop chases eBay, and oil spikes have Norwegian Cruise Line wishing for calmer seas.

May 4, 20261 min read

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Greg Abel's First Berkshire Meeting: $397B Cash, Zero Urgency, and a Deepfake of Warren Buffett

Greg Abel ran his first Berkshire meeting, Buffett called the market a casino, and $QQQ is at all-time ratio highs vs $SPY. Buckle up.

May 3, 20261 min read

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YouTube's Finance Brain Trust Agrees: AI Is Real, Oil Is Scary, and Spirit Airlines Is a Zombie

S&P earnings grew 28% vs. 14% expected, GOOGL had its best week since 2023, and oil models say $167–$460/barrel isn't crazy. Cool, cool, cool.

May 2, 20261 min read

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YouTube's Finance Brain Trust Is Obsessed With One Thing Right Now — And It's Not AI

Brent hit $126, the Fed had its most divided meeting since 1992, and Anthropic is gunning for a $900B valuation. YouTube finance is on fire this week.

Apr 30, 20262 min read

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Cloud Wars Decided: GOOGL and AMZN Win Big Tech Earnings Week While META Spends Its Way Into a Timeout

GOOGL surged 6% after hours, AWS posted its best growth in 15 quarters, and META face-planted on a $145B capex bill. Big Tech earnings week had winners, losers, and one very expensive mystery.

Apr 30, 20261 min read

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YouTube's Finance Brain Trust Agrees: AI Capex Is Fine, OpenAI Specifically Is Not

Powell gets his flowers, OpenAI gets a Wall Street Journal wedgie, and $103 oil is the uninvited guest at every earnings party. Here's what finance YouTube is actually saying.

Apr 29, 20261 min read

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OPEC Is Cracking, OpenAI Is Wobbling, and Your Portfolio Is Caught in the Middle

The UAE just blew up a 60-year OPEC marriage. OpenAI just admitted it can't count to a billion users. Markets are not taking either well.

Apr 28, 20261 min read

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SOXX Is Screaming Overbought While a New Fed Chair Looms — The Setup Is Scary

The market just did the fastest oversold-to-overbought sprint in history — on low volume. Meanwhile, a new Fed chair is coming, and history says buckle up.

Apr 27, 20261 min read

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