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youtube-insights

SanDisk Is Up 2,500% Since February and YouTube's Finance Army Can't Stop Talking About It

SanDisk is up 2,500% since February. Iran is blockaded. Goldman's bond desk is crying. YouTube's finance creators have thoughts — lots of them.

Apr 14, 20262 min read

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crypto-watch

Crypto Is Rangebound While the World Is on Fire — and That's Actually the Story

The world's most volatile asset class is somehow the calmest thing in the room right now. BTC is rangebound as oil explodes and war rattles markets. So… what gives?

Apr 13, 20261 min read

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trending-tickers

NVDA, DELL, and LULU Are the Social Sentiment War Room Right Now

NVDA acquisition rumors sent DELL up 7% and HPQ up 5%. LULU is getting dragged by a Texas AG probe. Reddit, YouTube, and X all have takes. Here's the breakdown.

Apr 13, 20261 min read

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earnings-spotlight

GS Crushed Earnings — So Why Is David Solomon Looking Like He Needs a Drink?

GS posted near-record revenue with equities trading up 27% and M&A fees up 89%. The numbers are great. The vibes? Not so much.

Apr 13, 20261 min read

GS

youtube-insights

Oil Hits $102 and Climbing — Here's Who Wins and Who Gets Torched by the Hormuz Blockade

Brent crude above $102, WTI at $104, and physical oil trading $30-$40 over futures. The Hormuz blockade is live and the energy trade is the only trade right now.

Apr 13, 20261 min read

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market-analysis

The Strait Is Closed, Oil Is At $150, And Your Doritos Already Cost $7 — Welcome To Stagflation Season

Oil at $127, gas headed to $7, and PepsiCo missing revenue by $1B two quarters in a row. The demand destruction is real and the stagflation clock is ticking.

Apr 13, 20261 min read

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trending-tickers

Strait of Hormuz Is Closed, Oil Is at $127, and Your Portfolio Is About to Have a Very Bad Monday

Trump just blockaded the Strait of Hormuz. Oil is at $127. Physical crude trades $30-$40 above futures. This is not a drill.

Apr 13, 20261 min read

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weekly-roundup

The Strait of Hormuz Is Breaking Everything: Oil, Food, Banks, and Your $7 Bag of Doritos

Oil hit $127, peace talks failed, CPI came in hot, and Intel somehow ripped 24%. Your weekly social sentiment debrief, no filter.

Apr 13, 20261 min read

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earnings-spotlight

Goldman and Citi Are About to Report Earnings While the World Is Literally on Fire

Goldman, Citi, and friends report Q1 earnings into a geopolitical storm that's sent oil up 6% overnight. Retail sentiment is... complicated.

Apr 12, 20261 min read

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breaking-news

Hormuz or Bust: Trump Blockades the Strait and Oil Is Already Up 6% Before Monday Open

Peace talks imploded after 15+ hours. Trump announced a Hormuz blockade. Physical crude is at ~$150. Monday is going to be a lot.

Apr 12, 20261 min read

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crypto-watch

War, Oil Shock, and a Strait of Hormuz Blockade — Bitcoin Is Having a Moment

Oil up 6% overnight, Treasury yields threatening 6%, and Meta's metaverse buried with a $88B headstone. The case for BTC just got a weird macro tailwind.

Apr 12, 20261 min read

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trending-tickers

Bank Earnings Are Here and the Big Three Are Ready to Party — But Credit Cracks Are Crashing the Guest List

Q1 earnings season kicks off with the big banks, and the social sentiment is cautiously hyped. Here's what the charts, the Reddit crowd, and YouTube finance are all watching.

Apr 12, 20261 min read

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