What YouTube stock creators are buying, selling, and saying — aggregated daily from 10 channels and cross-checked against SEC 13F filings from legendary fund managers.
2026-09-07 · 101 videos · 10 creators · 30d window
Creators collectively paint a bullish AI infrastructure supercycle narrative, with hyperscaler capex exceeding $700B in 2026 and potentially reaching $1T+ in 2027, validated by NVIDIA's record earnings. A vocal minority warns of extreme valuations, dollar debasement, and circular financing risks reminiscent of the dot-com era, but the majority view pullbacks as buying opportunities and expect Q4 seasonal strength to reignite semiconductor and AI-related names. Capital is rotating from semiconductors into SaaS as software multiples re-expand on fading AI-disruption fears, though many expect money to rotate back into chips ahead of 2027 capex budgets.
Seasonal chip weakness June-September plus fading AI-disruption fears drove capital into software names like CRM, NOW, and ADBE, with multiples re-expanding to historical norms
Hyperscalers flipping from buybacks to share issuance and facing capex depreciation concerns pushed capital toward pure-play infrastructure names like NBIS, CRWV, and memory/power specialists
A subset of creators are deliberately reducing US and AI exposure, buying international value ETFs (IQLT) and gold/silver as hedges against dollar debasement and the most expensive market in recorded history
Creators emphasize rotating out of declining brands like Nike and Lululemon into winning stocks in climbing industries, citing massive opportunity cost of holding underperformers
NVDA: Strong multi-creator consensus (netScore 61) with record earnings validating the AI buildout; $500B+ financing platform with major PE firms externalizes capital risk and underpins multi-year demand
META: Highest netScore (75) among all names; creators view it as undervalued AI exposure with 44.7% operating profit CAGR outpacing capex growth, and the market giving zero credit for its AI capabilities
AMD: Strong bullish consensus (netScore 35) with five quarters of accelerating revenue growth expected and a 60% probability of reaching $1,000+ within 12 months per multiple creators
MU: Strong consensus (netScore 27) that memory is the critical bottleneck with supply sold out through 2027; contracted prepayments locked in through 2030 guarantee revenue regardless of macro conditions
NBIS: Top neocloud pick with 454% YoY revenue growth and 50% EBITDA margins, but 20%+ short interest and high volatility warrant disciplined position management
CEG: Down ~31% from highs while the nuclear demand story has intensified; 20-year Microsoft contract and legal moat in deregulated nuclear markets create scarce, irreplaceable assets
SMH: Multiple creators recommend SMH as a foundational ETF holding top chip names with 34% annual returns over 10 years, preferred over QQQ for concentrated AI exposure
CRM: Triple beat with Anthropic partnership (Cloudforce) disproving the 'software is dead' narrative; up 31% since June as capital rotates from chips into SaaS
76 of 141 videos touched chips, clouds, or AI models—many investors unknowingly hold one correlated bet that could fall together if AI build-out stalls or financing tightens
Multiple creators flag dollar debasement, $40T US debt, and covert money printing as systemic risks; central banks are buying over 1,000 tons of physical gold annually
How legendary fund managers moved their books, from quarterly SEC 13F filings. 13F covers long US positions only and lags ~45 days, so a sale means trimmed or exited — not short.
Which stocks are US Senators and Representatives buying and selling? Data sourced from public STOCK Act disclosures via FMP's Congressional Trading APIs. Disclosures lag 30–45 days by law, so transaction dates reflect past activity.
As of September 7, 2026
The Stockie tracks 10 YouTube stock creators, transcribes every new video, and extracts each ticker they mention along with the stance, conviction and thesis behind it. The most recent scan covered 12 newly analyzed videos.
As of September 7, 2026, the stocks these creators are most bullish on are GOOGL (8 creators), NVDA (7 creators), AMD (7 creators), MU (6 creators) and MSFT (5 creators).
The stocks drawing the most bearish commentary are TSLA (3 creators), NKE (2 creators), LULU (2 creators), ZTS (1 creator) and SNAP (1 creator).
Separately, across Q2 2026 SEC Form 13F filings, the stocks bought by the largest number of super investors were AMZN (9 investors), GOOGL (8 investors), SPCX (7 investors), SPY (7 investors) and GOOG (7 investors).
Creators collectively paint a bullish AI infrastructure supercycle narrative, with hyperscaler capex exceeding $700B in 2026 and potentially reaching $1T+ in 2027, validated by NVIDIA's record earnings. A vocal minority warns of extreme valuations, dollar debasement, and circular financing risks reminiscent of the dot-com era, but the majority view pullbacks as buying opportunities and expect Q4 seasonal strength to reignite semiconductor and AI-related names. Capital is rotating from semiconductors into SaaS as software multiples re-expand on fading AI-disruption fears, though many expect money to rotate back into chips ahead of 2027 capex budgets.
Theses are AI-generated paraphrases of a creator's own words, not verbatim quotes, and are aggregated for information only. This is not financial advice.