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Signals Updates YouTubers History Scorecard

Signals Updates YouTubers History Scorecard

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US Stock WatchEvery call, with the quote

Signals Updates YouTubers History Scorecard

Signals Updates YouTubers History Scorecard

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@TheInvestorChannel10 videosEnglish channel

2026-11-131 video

2026-11-13

Jensen ...

5 bull · 12 bear · 5 neutralYouTube

AAPL NFLX AVGO AMD NVDA TSLA+7

AI Capexpositive for stockslong-termIf hyperscalers cut data center capex, their stocks may waver briefly and then surge.Source
AI Capexnegative for stocksshort-termThe host argues consumer AI will not drive much compute demand or near-term incremental revenue.Source
AAPLbullishshort-termThe host thinks the $299 HomeView will be a sneaky holiday winner for Apple.Source

NFLXbearishNetflix is near a 52-week low around $61 and the host views the stock as weak.Source
Market BreadthneutralThe host expects the Nvidia shock to ripple across the entire semiconductor supply chain, including TSMC and MediaTek.Source
AVGObullishlong-termBroadcom is a fierce competitor in networking and custom silicon, and gains room to maneuver without Jensen Huang at Nvidia.Source
AMDbullishlong-termWith Jensen Huang gone, Nvidia's grip cracks open and AMD's strong leadership can take more semiconductor opportunities.Source
NVDAbearishlong-termThe host believes Nvidia faces fines, investigations, and a leadership vacuum after Jensen Huang's forced resignation, leaving the stock in trouble.Source
Bonds & Ratesnegative for stocksshort-termThe host expects the bond market to tighten and rates to potentially hike as soon as next month.Source
AI Capexnegative for stockslong-termThe host argues neoclouds that relied on Nvidia's circular financing are in serious trouble as bond markets tighten.Source
TSLAbullishlong-termThe host holds Tesla shares and sees stretched Model Y lead times as a very good sign.Source
OtherneutralThe host frames politics as theater but says investors still need to watch it.Source
QQQbearishshort-termQQQ broke below its 200-day moving average and slid because there were no natural buyers below.Source
SPYbearishshort-termThe host thinks bankers are holding the market together into the Anthropic IPO; otherwise it would be in free fall.Source
AAPLbearishshort-termEven at all-time highs, the host sees the path of least resistance for Apple as lower.Source
MSFTneutralMicrosoft remains rangebound near $500 with no clear technical direction.Source
AMZNneutralAmazon has converged on its moving averages and offers little technical signal for now.Source
METAneutralTechnically, Meta is still chopping around its moving averages with no clear direction.Source
GOOGLbearishshort-termGoogle has broken below moving averages and is consolidating under them with negative technicals.Source
NVDAbearishlong-termTechnically, Nvidia has broken below the long consolidation around $180 and must grind through negative moving averages.Source
AI Capexnegative for stocksshort-termThe host expects the Anthropic IPO to be a negative clearing event for stocks and AI.Source
SPCXbearishshort-termSpaceX's chart has rolled over with overhead resistance, and the host played a small short-side trade.Source

AI CapexMarket BreadthBonds & RatesOther

2026-11-061 video

2026-11-06

Blue TSUNAMI CRASHES TECH!! AI TRADE IS COOKED!!!! Apple Earnings

Blue TSUNAMI CRASHES TECH!! AI TRADE IS COOKED!!!! Apple Earnings

7 bull · 5 bear · 4 neutralYouTube

CRWV NVDA GOOGL TSLA SPCX QCOM+5

AI Capexnegative for stockslong-termData center construction is already six months behind and anything planned for 2028 and beyond was in doubt even before the elections, due to financing costs.Source
CRWVbearishlong-termNeoclouds rerated lower because they must raise money at 10-16% or higher for projects 2-3 years out; CoreWeave's debt already trades near 16%, making future financing very hard.Source
AI Capexnegative for stocksmid-termCompanies are shifting budgets away from frontier labs toward on-prem and open-source models, pressuring frontier lab margins and revenue growth — bad for the AI trade into 2027.Source

NVDAbullishmid-termCustomers pulling away from H100s in favor of Rubin and GB300 systems is actually good for Nvidia, since demand is shifting to its newest generation.Source
GOOGLbullishlong-termGoogle's Gemini Omni video model plus YouTube training data gives it a runway to become the leading video-clip AI model, increasingly relevant for robotics synthetic data.Source
TSLAbearishlong-termDiscontinuing the Cybertruck and Model S/X in favor of limited-market robotaxis is a catastrophic lineup failure: it kills high-end buyers who don't flinch at $99/month FSD, cuts valuable human driving data, and leaves Tesla competing only in the mass-market segment with a PE north of 100.Source
SPCXbullishmid-termSpaceX is building data center capacity faster than anyone — more in 18 months than Google did in 27 years — and renting it immediately to Google and Anthropic, which is also great for Nvidia given their exclusive agreement.Source
QCOMbullishmid-termQualcomm sold off after earnings but won the Starlink Mobile nationwide 5G deal; the host calls it an interesting stock if it gets cheaper.Source
METAbullishshort-termThe lower Meta falls, the better the setup: buy in the 530s with a stop under the 480 cluster of lows, targeting a retest of 700.Source
AAPLbullishmid-termApple posted a spectacular quarter with Mac and iPhone growing despite industry demand destruction, $145B operating cash flow, heavy buybacks, minimal data center capex, and a close above all moving averages.Source
AMZNneutralshort-termAmazon rose nearly 8% on the week, but technically it has been sideways since early this year and likely stays range-bound until it breaks meaningfully into the 280s-300s.Source
NFLXneutralshort-termNetflix bounced slightly but closed at lows below all moving averages; the longer it stays rejected under the 200-day, the harder the fight back through it.Source
NVDAbearishshort-termNvidia slid nearly 9%, made a new lower low piercing the July lows, and sits below all moving averages which are all negative heading into earnings in 11 days.Source
GOOGLneutralshort-termGoogle held the critical 270 level, but with a new lower high and lower low, the stock is at best sideways short-term and at worst beginning a downtrend.Source
MSFTbullishshort-termMicrosoft pierced a new 52-week if not all-time high and sits on support above all positive moving averages — the kind of chart that represents safety in this market.Source
SPCXneutralshort-termDespite the sharp recovery off its IPO price, SpaceX's chart has rolled over and sits below all moving averages; it is not out of the woods yet.Source

AI Capex

2026-10-301 video

2026-10-30

Google Stock CRASHES!!! Amazon TANKS | Is THE AI TRADE OVER???

Google Stock CRASHES!!! Amazon TANKS | Is THE AI TRADE OVER???

6 bull · 1 bear · 5 neutralYouTube

AMD AMZN AVGO GOOGL META AAPL+5

AMDneutralAMD will not sit on the sidelines as Meta has a huge investment and incentive to use its hardware; AMD is expanding its AI footprint inside Meta.Source
AMZNbullishlong-termAmazon's e-commerce and cloud businesses could each reach $1 trillion in revenue over the next 5-10 years; AI investments will pay off and shareholders need to buckle up and wait.Source
AVGOneutralBroadcom, like AMD and Nvidia, is using a ton of free cash flow to invest in the ecosystem to keep financing and the data center buildout moving.Source

GOOGLbullishlong-termGoogle's inventory build of self-developed AI chips causes short-term pain and missed free cash flow, but the inventory will convert to revenue and profits faster; Wall Street misunderstands this and Google will surprise to the upside next year.Source
AI Capexpositive for stockslong-termBig tech is investing heavily in AI infrastructure that is printing record revenue and profits; therefore dips are an early Christmas gift and the music will not stop.Source
METAbullishshort-termMeta has moved sideways year-to-date; pullbacks into the 550 range are a great opportunity. There is support at 540 and upside potential to retest all-time highs at 780-800.Source
AAPLneutrallong-termApple sits at all-time highs as investors flee to the safety of its technology, but if cloud growth rates extend into the next decade, those companies will almost assuredly overtake Apple.Source
NFLXbearishshort-termNetflix is in a downtrend confirming a new lower low, trading below all moving averages which will act as resistance; a dead cat bounce may occur soon.Source
NVDAneutralshort-termNvidia wicked through its 200-day moving average at 205 and closed right on it, hanging by a thread. Next week is critical as it has rarely closed below the 200-day over the past year and a half.Source
MSFTbullishlong-termMicrosoft delivered strong results with prudent finances and sits at all-time highs; dips are great opportunities and once above moving averages they provide support, with a grind through the 540 range.Source
TSLAbullishshort-termTesla had a massive week closing above all moving averages but remains in a slide since 2025 highs; it needs to get above about 450 on momentum, with a buyout pending as a challenge.Source
SPCXneutralshort-termSpaceX has been on a steady slide from 175, breaking below 140 support, under pressure with no buyers; but south of 120 buyers could step in, presenting interesting buying opportunities.Source

AI Capex

2026-10-231 video

2026-10-23

AI STOCKS KEEP GOING DOWN | Meta x Tesla x SPCX x Netflix Earnings

AI STOCKS KEEP GOING DOWN | Meta x Tesla x SPCX x Netflix Earnings

8 bull · 7 bear · 2 neutralYouTube

META AMZN MMM NVDA SPCX SPY+5

METAbearishmid-termMeta plans to issue an unknown number of Class C shares, diluting holders and creating new supply, while Q4 capex spending will be enormous.Source
METAbearishmid-termOnly about 25% of Muse agent setups are daily users, which the host calls light usage given the hype; compute costs are high, monetization is absent, and competition is coming.Source
AMZNbullishmid-termAmazon is boosting holiday hiring about 20% to roughly 300,000 workers, which the host reads as a data signal for a strong holiday season.Source

MMMbullishlong-term3M signed optical connectivity and data center deals with Amazon and is near all-time highs; the host sees the blue chip capitalizing on data center optics demand.Source
AI Capexnegative for stocksmid-termPer the IBM call he reviewed, enterprises are past the experimentation phase and repetitive tasks do not need frontier models, so the frontier business will see ups and downs.Source
AI Capexnegative for stockslong-termRepeating his year-old call, the host says neoclouds lack core profitable businesses and data center financing has dried up, which is why those stocks have been decimated.Source
NVDAbullishmid-termNVIDIA secured $35 billion in export-compliant GPU orders from Chinese tech giants, which the host says will move the needle even for a company of NVIDIA's size.Source
Otherpositive for stockslong-termThe host believes advertising on AI will become a massive business, still in the very early days, likening it to buying pay-per-click in 2005.Source
SPCXbullishlong-termSpaceX is standing up data center compute faster than anyone, is the best-funded player outside the mega caps, has NVIDIA backing, and Musk's engineering edge beats CoreWeave and peers.Source
SPYneutralshort-termThe S&P 500 has pulled back from highs but sits right on its 100-day moving average, which the host says looks okay.Source
AAPLbullishmid-termApple is the most valuable company again near all-time highs, and the host praises its durable chart of higher highs and higher lows.Source
AMZNbullishshort-termAmazon sits on its 200-day with only average expectations into earnings in six days, a better setup for an upside pop than Meta had.Source
NFLXbearishmid-termNetflix posted its slowest revenue growth in three years with light guidance and 26% operating margins, plus bloated leadership; the chart made a new lower low in a downtrend.Source
NVDAbullishshort-termNVIDIA trades between its 100-day and 200-day moving averages, which historically has been a good time to buy.Source
GOOGLbearishshort-termGoogle broke its wedge to the downside against the dominant uptrend and closed under its 200-day, which the host calls not good technically; support sits at 300.Source
MSFTbearishshort-termWith Microsoft near highs into earnings, the host says it needs a great conference call to push higher; a pullback to the 200-day in the 470s is more likely.Source
TSLAneutralmid-termTesla's auto revenue is capped, and while an invisible bid may sit under the stock, upside is limited too, especially with SpaceX as an alternative and merger uncertainty.Source

AI CapexOther

2026-10-161 video

2026-10-16

AI Stocks CRASH! TSLA Flips! | Apple DUO x Home | Neoclouds BUST

AI Stocks CRASH! TSLA Flips! | Apple DUO x Home | Neoclouds BUST

10 bull · 7 bear · 11 neutralYouTube

AAPL AMZN IREN NFLX CRWV CIFR+14

AI CapexneutralThe host believes AI is the most underhyped tool for ambitious people, but about 95% of society is not ambitious, so the real market is limited and social-media hype is a bubble.Source
AAPLbullishlong-termThe host believes strong iPhone Duo demand and likely solid gross margins are great news for AAPL, and that the new CEO's focus on hardware rather than chasing AI models is the right, durable strategy.Source
AMZNneutralThe host thinks AMZN's Bee phone-attached AI accessory is an interesting, thoughtful and mature first prototype, but he explicitly notes it is not going to move the sales needle.Source

OtherneutralThe host believes Anthropic's growth is slowing amid competition and its lowered $1.5 trillion valuation makes an IPO unlikely in a down market.Source
IRENbearishThe host disclosed he was 2x short IREN, consistent with his bearish thesis that neoclouds are screwed and the trade is playing out.Source
AI Capexnegative for stockslong-termThe host believes neoclouds are screwed and his bearish thesis is playing out; these companies are likely to fail over the next 6 to 12 months.Source
NFLXneutralshort-termThe host notes NFLX has a US churn problem, slowing engagement and workforce cuts, which likely limits pricing power; if unresolved, the stock will probably stay in the penalty box for the time being.Source
CRWVbearishlong-termThe host argues CRWV's secondary-market debt is trading at 15-16%, and if it must refinance at that level it will go bankrupt, making the next six to twelve months extremely risky.Source
Othernegative for stockslong-termThe host lists Boostrun among neoclouds that, after another bad six months, will be close to bankruptcy and need to be bailed out or acquired.Source
CIFRbearishlong-termThe host lists CIFR among neoclouds that, after another bad six months, will be close to bankruptcy and need to be bailed out or acquired.Source
Othernegative for stockslong-termThe host lists Nebulous among neoclouds that, after another bad six months, will be close to bankruptcy and need to be bailed out or acquired.Source
WULFbearishlong-termThe host lists WULF among neoclouds that, after another bad six months, will be close to bankruptcy and need to be bailed out or acquired.Source
Otherpositive for stocksThe host argues that as content gets gated off and blocked, creators of valuable content are going to make a lot more money.Source
AVGObullishThe host believes AVGO is the only custom silicon king in the world, and that the AI reset broadly benefits profitable hardware makers, with Broadcom being one of them.Source
MRVLneutralThe host notes MRVL and MediaTek have a long history of failing to deliver on time and in needed volumes, implying Broadcom remains the reliable custom-silicon king.Source
OtherneutralThe host notes MediaTek, like MRVL, has a long history of failing to deliver on time and in needed volumes, making it an unreliable custom-silicon alternative.Source
GOOGLbullishlong-termThe host agrees with the Evercore take that if GOOGL can make enough TPUs, next year should be really good from a TPU perspective, and this was not yet priced into back-half estimates.Source
AI Capexpositive for stocksThe host agrees the enterprise AI experimentation phase is over and that the reset broadly benefits profitable hardware makers, with Broadcom being one of them.Source
TSLAneutralshort-termThe host explicitly says he does not know if the SpaceX merger is good for TSLA stock even though it looks inevitable; he also stresses the flying-car reveal is extraordinary branding, but near-term direction is unclear.Source
MUneutralThe host believes MU is being too reasonable on memory pricing and should be squeezing customers to death, though he is unsure whether that is good for MU shareholders.Source
TneutralThe host believes T will not sit around and watch SpaceX Mobile eat into its business; it will cut prices and be aggressive on promotions, advertising and customer retention.Source
TMUSneutralThe host believes TMUS will not sit around and watch SpaceX Mobile eat into its business; it will cut prices and be aggressive on promotions, advertising and customer retention.Source
VZneutralThe host believes VZ will not sit around and watch SpaceX Mobile eat into its business; it will cut prices and be aggressive on promotions, advertising and customer retention.Source
SPYbullishshort-termThe host says the area between the 200-day and 100-day moving averages is where dip buyers will step in and you can look to nibble.Source
METAbullishshort-termThe host would love to buy META back under 700, particularly under 650 or lower, which he thinks would be a very good buying opportunity.Source
NVDAbullishThe host believes NVDA should be okay despite AI pressure, with plenty of hyperscaler customers, and that testing the area between the 100-day and 200-day moving averages has repeatedly created a great buying opportunity.Source
MSFTbullishshort-termThe host notes MSFT confirmed a new higher high and, even if it sells off, has support at the breakout point and moving averages, so you can buy the dip for sure.Source
SPCXbullishshort-termThe host sees demand for SPCX around 150; a break back above 155 could trigger momentum back into the 170s, while a material break lower could retest 130 and then 113.Source

AI CapexOther

2026-10-091 video

2026-10-09

Google Set To SOAR?? | Tesla BREAKOUT? | Everyone Needs $50B

Google Set To SOAR?? | Tesla BREAKOUT? | Everyone Needs $50B

10 bull · 6 bear · 3 neutralYouTube

AMZN NVDA GOOGL MSFT CBRS TMUS+7

AMZNbullishlong-termAmazon hosts models via AWS Bedrock and earns a toll whether customers use OpenAI or Anthropic models, so its AI business model is absolutely ironclad in the long run.Source
OtherneutralAfter California and federal taxes and San Francisco living costs, the CEO's $18 million pay is reasonable, so Anthropic is getting a pretty good deal.Source
Othernegative for stocksD-Matrix being hyped as an Nvidia slayer is just noise; it will not actually compete with Nvidia.Source

NVDAbullishD-Matrix and similar rivals are just noise and will not compete with Nvidia; Nvidia has allocation, memory partners, Jensen Wong, and the ability to invest in or acquire threats, so its dominance is secure.Source
GOOGLbullishmid-termGoogle overtook Anthropic in prediction markets, and insider betting suggests something is coming; if rumors of recursive self-improvement are true, Google shares will probably finish the year much higher.Source
MSFTbullishlong-termEnterprises will ultimately buy AI models long-term on clouds like Azure, which is why the host is bullish on all three clouds including Microsoft.Source
Otherpositive for stockslong-termOpenAI is targeting $70 billion annualized revenue by end of 2026; the host thinks its odds of hitting this target are pretty high and the company is right on track.Source
Othernegative for stocksBoth commercial real estate and the residential home market are showing many red flags and are terrible, so real estate is almost off the board for investment returns.Source
AI Capexpositive for stockslong-termWith real estate off the board, GPUs and data centers might be one of the best ways to allocate capital; AI capex remains attractive.Source
CBRSneutralCerebrus does not have anything proprietary from an AI running fast perspective; against Nvidia and custom silicon with better TSMC/Micron allocation, it is unclear how much it wins.Source
TMUSbearishThe cell phone business is not a good business; T-Mobile, like Verizon and AT&T, is a trash business with unimpressive stock charts.Source
VZbearishVerizon, like T-Mobile and AT&T, is a trash telecom business with poor quality and unimpressive stock charts.Source
TbearishAT&T's cell phone business is not a good business; price wars and subsidies hurt returns and its stock charts have not been impressive.Source
METAbullishshort-termMeta is pulling back to its 50-day moving average; if it retests these moving averages, the host thinks it creates a good buying opportunity, with earnings due in 19 days.Source
AAPLbearishshort-termApple is not yet at its on-sale signal; both fundamentally and technically, the host is waiting for a bigger pullback, implying lower prices before it becomes a buy.Source
NFLXneutralNetflix did not make a new lower low and formed a higher low after July, but it is still an ugly downtrend, and the company has telegraphed that growth will slow.Source
SOXXbullishshort-termSemis were wedged out and then broke out, turning bullish.Source
TSLAbullishshort-termTesla closed above its moving averages; if it gets the same change in Wall Street view that Meta and Microsoft had, it will probably retest 500 in a split second.Source
Otherpositive for stocksshort-termSpaceX is making higher lows and higher highs; the 150s are ideal buying opportunities with a stop loss at 144 and more aggressive at 140, while 175 acted as resistance.Source

OtherAI Capex

2026-10-021 video

2026-10-02

SpaceX POPS! | TSLA Deliveries | META x MDB | NVDA All Time High

SpaceX POPS! | TSLA Deliveries | META x MDB | NVDA All Time High

7 bull · 2 bear · 5 neutralYouTube

NVDA AVGO GOOGL SPY META AAPL+2

NVDAbullishAmazon and others are offloading graphics processing unit financing risk to investors, and investment banks are underwriting GPUs like commercial real estate, signaling AI capex is viewed as a sound asset. Nvidia shares will probably go a lot higher, supported by a massive share buyback increase and a confirmed new higher high; dips should be bought.Source
OtherneutralThe EU imposes excessive regulation, bending consumers and the population over; the host cannot imagine running or starting a business there, but this is a view on the regulatory environment without a price direction.Source
AVGOneutralIf Anthropic keeps selling access to its AI model, Broadcom will gladly loan them the money to lease chips, though the financial and accounting treatment gets messy and will be interesting to cover in coming quarters.Source

AI Capexpositive for stocksAI capex is spreading risk widely through off-balance-sheet financing, insurers and investment banks underwriting GPUs; if capital is turning to GPUs over alternatives like commercial real estate, it is probably a good investment opportunity and could help sustain AI growth for longer.Source
GOOGLbullishlong-termGoogle's Gemini 4 Argon benchmarks are doubted internally and not widely released, but Google will win a little on enterprise and a lot on device, with a lead in Android integration, robotics, phones and other edge devices; it will battle Meta on the consumer side.Source
Otherpositive for stocksGoogle, Planet Labs and SpaceX are collaborating on new types of AI chips that can operate in orbit; the R&D is firm and appears to already be working, though many investors do not yet understand the opportunity.Source
Otherpositive for stocksOpenAI's dev day opened the door for software stocks, showing the direction AI companies are going and basically destroying the narrative that all SaaS software is dead; software stocks can be safely bought, even though the dev day itself was not that great for OpenAI.Source
OtherneutralOpenAI's dev day was not actually that great, but it signaled a lot about AI; the company is also considering raising $30 billion at a $1.4 trillion valuation and faces lawsuits over the Hugging Face incident, which is worth monitoring.Source
OtherneutralRobo-taxis are unlikely to be a very good business and are seen as a really low margin business for both Tesla and investors; the bigger opportunity is lowering the cost to move people and especially shipping goods via autonomous trucks and drones.Source
SPYbullishshort-termThe S&P 500 confirmed a new lower high but a higher low, creating tight wedge formations; these typically break in the direction of the dominant trend, which is higher.Source
METAbullishshort-termMeta is making a major push into enterprise platforms, and the MongoDB CEO joining right before Meta takes off shows more plans ahead. Technically, the stock rallied into 780 resistance and is consolidating, so investors can comfortably buy the dip in Meta.Source
AAPLneutralApple hit an all-time high last week and has pulled back this week, but it is just drifting lower from all-time highs with nothing significant to see; experimental product unveils remain to be seen.Source
NFLXbearishmid-termNetflix's co-CEO admitted growth is slower than desired, forcing more free cash flow into live sports and events, which turns the investment thesis upside down and alienates some customers; the stock price reflects this tricky situation. The dominant intermediate trend is lower, and only a drop into the low 60s or a 59 handle would trigger the first clear buy-the-dip opportunity.Source
TSLAbearishshort-termTesla has formed higher highs and higher lows in the short term, but a rejection is expected near 173 resistance, with plenty of support in the 150s that traders will target. Separately, the robotaxi business is seen as very low margin and not a very good business for Tesla or investors.Source

OtherAI Capex

2026-09-251 video

2026-09-25

META MUSE | Amazon Robots | TESLA Roadster Recap Show

META MUSE | Amazon Robots | TESLA Roadster Recap Show

9 bull · 0 bear · 2 neutralYouTube

META AAPL AMZN NVDA GOOGL MSFT+1

METAbullishlong-termMeta had a big week with its Muse AI assistant; the host loves the packaging and believes Meta is early to the game in consumer agentic AI, though competition will get fierce.Source
AAPLneutralApple finished the week at 241; the host expects iPhone 18 ship times to decrease due to supply improvements and India manufacturing, but is neutral on whether Apple pursues derivative products.Source
AMZNbullishlong-termAmazon dipped to around 250; the host is bullish on its robotics, India quick commerce, and government-approved data center investments, believing the data center business will be locked up for decades.Source

Otherpositive for stocksOpenAI expanded its GPT-6 Universe with cheaper on-the-edge models; the host says OpenAI and Anthropic are both cooking in the labs and not slowing down.Source
Otherpositive for stocksAnthropic released a strong and cost-efficient Claude Opus 5.5 model and partnered with Akamai; the host says both OpenAI and Anthropic are cooking in the labs and not slowing down.Source
NVDAbullishmid-termNvidia shares were flat, but the host believes SpaceX and xAI's use of Nvidia GPUs and fast data center buildouts will bring money in real quick for Nvidia.Source
GOOGLbullishmid-termGoogle fell this week but has the broadest large language model portfolio and leads in custom silicon; the host sees upside if Gemini 4 far exceeds the bar.Source
AI Capexpositive for stockslong-termThe host believes there will be many winners in AI, similar to the internet and mobile eras, with lots of lanes like enterprise, consumer, and prosumer for companies to play in.Source
MSFTbullishlong-termMicrosoft had a big week launching the enterprise version of Muse and revamping Copilot; the host thinks Microsoft is doing a decent enough job in the enterprise and prosumer AI lanes.Source
TSLAneutralshort-termTesla was flat ahead of its October 1st event; the host is unsure if the Roadster reveal will move the stock and views it as a niche product, while semis trucks are slightly less niche.Source
Otherpositive for stocksmid-termSpaceX shares were under pressure, but the host believes SpaceX can spin up data centers faster than others using Nvidia GPUs, making it a strong player in compute.Source

OtherAI Capex

2026-09-111 video

2026-09-11

$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!

$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!

6 bull · 0 bear · 17 neutralYouTube

META AAPL QCOM MRVL AMD NFLX+6

METAneutralThe host sees potential new monetization from Meta's Muse AI agent at both merchant and consumer levels, but states no stock direction.Source
AAPLneutralHost is unsure how well the $3,200 foldable iPhone Duo will sell, but notes leasing and high-memory upgrades could make it interesting.Source
QCOMneutralQualcomm's Amazon chip deal comes down to execution: if it delivers, revenue follows, but giving Amazon warrants may create an overhang.Source

MRVLneutralMarvell also gave equity for Amazon deals; host questions whether this creates an overhang and whether its chips are truly good.Source
AMDneutralAMD and others gave equity for orders; host wonders if this creates an overhang and doubts chip quality.Source
AI CapexneutralHost thinks that as new Nvidia systems and larger training sets arrive, the gap between frontier and trailing models will widen further.Source
NFLXneutralHost agrees the NFL's next media rights deal will look very different, with Netflix among bidders, though NFL spreads rights.Source
NVDAbullishlong-termNvidia's moat remains intact as rivals like Huawei raise prices; host thinks the DOJ Groq probe is on shaky ground and will fade.Source
GOOGLneutralHost says the Gemini Windows app is better late than never, but Google may not be at the frontier, and questions adoption of distilled Chinese models in North America.Source
MSFTneutralMicrosoft plans to triple data center capacity to 38GW by 2032, but host is skeptical of its cash-flow-positive pledge given its $3.6T size.Source
AI CapexneutralOpenAI pausing its $200 Pro tier shows GPT-6 Astra demand is off the charts and compute remains severely constrained.Source
TSLAbullishmid-termWith the European Semi launch and high diesel/gas prices, Tesla's electric trucks and cars look more attractive, a tailwind.Source
OtherneutralSpaceX's $1B/month AI hosting deal brings huge short-term profits but long-term risk if the 90-day cancellation leaves it scrambling to replace revenue.Source
SPYneutralThe S&P 500 did not make a new high this week, instead dipping to a lower low and sitting a couple percent off all-time highs.Source
METAbullishshort-termMeta broke above its 200-day MA; a close above 692 and 700 would confirm a push higher, while pullbacks to 628 or 530 would be buyable given demand.Source
AAPLneutralApple shot higher after the $3,000 phone announcement, but host says sales still need to be seen.Source
AMZNneutralAmazon is consolidating on support and all moving averages, going nowhere.Source
NFLXneutralNetflix rebounded off lows but was rejected near its 200-day MA and remains in a short-term downtrend.Source
NVDAbullishshort-termAll moving averages are positive and price is on the short-term MA, so pullbacks are likely buy-the-dip opportunities.Source
GOOGLneutralGoogle briefly found its 200-day MA; holding support shows demand, while a break lower would be bad.Source
MSFTbullishshort-termHolding the 500 level is very bullish, allowing Microsoft to reach its next earnings report and keep monetizing AI.Source
TSLAneutralTesla was rejected at its 200-day MA and is consolidating, deciding whether to break out or get rejected.Source
Otherpositive for stocksshort-term150 is a critical level for SpaceX; breaking it could start an uptrend, and even a rejection would create multiple buying opportunities.Source

AI CapexOther

2026-09-041 video

2026-09-04

ROBOTAXI Takeover! | NVDA META POP | AI MODELS

ROBOTAXI Takeover! | NVDA META POP | AI MODELS

6 bull · 4 bear · 11 neutralYouTube

META AVGO MSFT ADBE ADSK PANW+8

METAneutralHost notes that while people still talk about the company's new AI model, he does not think many are actually using it; the company's plan is clearly to push AI to the general consumer, claiming it wants personal super intelligence for everyone.Source
OtherneutralHost believes AI, at least at a high level, will mainly be technology for highly ambitious individuals or companies; many people will not need agents or workflows, and he is not convinced large segments of society will set up personal agents, expecting most to just doom scroll.Source
OtherneutralHost says the AI company's IPO, finances, and business will have a massive impact across the entire AI and semiconductor industry, and its filing and financing will be a big deal.Source

Otherpositive for stocksHost thinks Nvidia's investment is a great deal for MediaTek, giving it money and access to networking technology, which will be great for MediaTek and its customers.Source
AVGOneutralHost says the networking side is tough and only Nvidia and Broadcom are really capable, with capabilities falling off a cliff after them; the AI company has also become Broadcom's number one customer going forward.Source
OtherneutralHost notes robotaxi service is rapidly expanding to 14 cities and assumes it will eventually expand statewide in California, Texas, and Florida; New York City is the only remaining market that would really move the needle.Source
MSFTbullishlong-termHost believes Microsoft is obviously well-positioned to orchestrate AI for organizations with cybersecurity, compliance, and privacy needs; he also flags CEO stock sales and reporting segment changes as cautionary signals.Source
OtherneutralHost thinks the model being less guard-railed and more willing to experiment and give assumptions is a favorable thing for industries with no right answer or involving theories and assumptions.Source
ADBEbearishlong-termHost reiterates his core thesis that the application layer of software, including Adobe, is going to be a tough place to live for the next couple of years.Source
ADSKbearishlong-termHost reiterates his core thesis that the application layer of software, including Autodesk, is going to be a tough place to live for the next couple of years.Source
PANWbullishshort-termHost says cybersecurity vendors like Palo Alto Networks having to use other models to protect against new models will likely be a good business, at least in the shorter term.Source
TSLAbullishlong-termHost discloses he bought Tesla shares long ago and is up a six-figure amount; he believes full self-driving is probably safer than most human drivers and the EU is considering wider approval.Source
Oil & EnergyneutralHost notes gasoline prices across the world are causing people to rethink electric vehicles, with Tesla registrations surging in France and Denmark but sliding in Norway and Sweden.Source
SPYbullishHost says the S&P 500 is at all-time highs and above all its moving averages; if there is a pullback, one should not be surprised and should buy the dip.Source
AAPLbullishshort-termHost believes that if Apple pulls back or gets rejected ahead of its iPhone event, it creates a good buying opportunity.Source
AMZNneutralHost notes Amazon is hovering on its moving averages with support near 260, a level that was previously highs and resistance; he also commented on the lack of transparency in ad pricing.Source
NFLXbearishshort-termHost notes Netflix got hard rejected after a nice move off the channel bottom, did not reach its 200-day moving average, and the negative trend remains intact; the impact of UK price hikes on churn still needs to be seen.Source
NVDAneutralshort-termHost notes Nvidia has clear resistance around 230 and may double top then pull back, or blast higher; he also says acquiring a model platform company shows Nvidia wants to be in the entire stack.Source
SOXXbearishshort-termHost warns that the AI company's filing next week could do a number on semiconductor stocks, acting as a negative catalyst.Source
GOOGLneutralHost notes Google is drifting sideways, forming a wedge with higher lows and lower highs and approaching the edge, setting up a breakout either up or down; he also mentions Google has lost ground on frontier models but assumes that can change in coming weeks.Source
Otherneutralshort-termHost says he is massively loaded up on cash in his trading account because SpaceX could either break out to the upside to 170 or get rejected at current levels; the stock needs to close above the 148 to 150 area.Source

OtherOil & Energy

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