Influencer Scan · Buy / Sell Calls
Influencer Consensus
Aug 31, 2026 · 14-day window (2026-08-17 → 2026-08-31) · NVIDIA's Q2 earnings dominated the window; most transcript-backed calls were bullish AI-infrastructure names, with a cautionary macro/AI-financing counter-current. X was not retrieved for any account, so no X-based calls were added.
Most-called names
| # | Ticker | Calls | Split | Read | Score | Spark |
|---|---|---|---|---|---|---|
| 1 | META | 3 ▲ | Recorded as a buy by more than one creator on an undervaluation thesis despite legal overhang. | 82 | — | |
| 2 | NVDA | 2 ▲ | The window's most-discussed name; the explicit calls recorded here were buys, even as other creators flagged AI-financing risk without issuing a sell. | 71 | — | |
| 3 | COHR | 2 ▲ | Recorded as an optical-networking buy on more than one roster. | 64 | — | |
| 4 | MRVL | 2 ▲ | Recorded as a buy across more than one roster, framed as an NVLink-Fusion, custom-silicon and optical winner. | 64 | — | |
| 5 | IREN | 2 ▲ | Appears as a buy on multiple rosters as a Nvidia-partnered neocloud expanding capacity. | 59 | — | |
| 6 | IONQ | 1 ▲ 1 ● | The Market Monkeys, FinTek | 55 | — | |
| 7 | CRWD | 1 ▲ | FinTek | 49 | — | |
| 8 | INOD | 1 ▲ | Best of Us Investors | 48 | — | |
| 9 | REAX | 1 ▲ | Best of Us Investors | 47 | — | |
| 10 | AMZN | 1 ▲ | Jose Najarro | 46 | — | |
| 11 | RZLV | 1 ▲ | Best of Us Investors | 46 | — | |
| 12 | AVGO | 1 ▲ | The Market Monkeys | 45 | — |
Who called what
Every influencer against every most-called ticker. Olive is a buy, clay a sell; the stronger the colour, the higher the conviction.
Bull versus bear, by name
Crowding versus what the stock did
Right means more influencers piled in; up means the stock rose over the window. Top-right is crowded and already run; bottom-right is crowded and still down.
Each column is a crowding level; dots are spread sideways inside a column only so they do not overlap. The axis is fitted to the bulk of the moves.
When the calls landed
Sector concentration
Contested names
Names some are buying while others are selling — the most interesting reading here.
Themes running through the window
AI compute demand still outrunning supply
bullishCreators read Nvidia's earnings and hyperscaler/neocloud capex as evidence the AI buildout is accelerating, not peaking.
Memory super-cycle
bullishShortage-driven pricing power in DRAM/NAND framed as durable, though tied to sustained AI demand.
AI-financing / circular-debt risk
bearishSeveral creators warned that off-balance-sheet SPV and vendor financing around AI compute echoes 2008, urging risk management.
Optical networking as the next bottleneck
bullishAfter GPUs and memory, interconnect/optical named the next constrained layer of the AI stack.
New this scan versus carried over
This is the first influencer scan — there is nothing to compare it against yet. The next run will show what changed.
Names in this scan 33
Deep dive coverage
Roster and coverage
Every influencer in the roster, including the ones who said nothing — so you can see who this report actually heard from.
10 of 30 influencers made a stock call in this window.
Full transcripts read; no public X account.
Videos and transcripts read; X (@_JoseNajarro) not retrieved.
Videos and transcripts read; X not retrieved.
Transcripts read; no public X account.
Transcripts read; no public X account. Kerry issued bullish buys while co-host Trent voiced bearish AI-financing macro.
Single video had no transcript and aggregated other creators' views; no own single-stock call extracted.
No transcripts; buy-list videos did not name tickers in metadata; X not retrieved.
No uploads in the window; X not retrieved.
No transcripts; titles were questions/macro without a clear stated side.
No uploads in the window; X not retrieved.
No transcripts; only the Meta undervaluation call had a clear stated side; X not retrieved.
No transcripts; titles withheld tickers; X not retrieved.
No transcripts; calls limited to titles with an explicit stated side; no public X account.
No transcripts; content was options strategy rather than directional single-stock calls.
No transcripts; calls taken from explicit titles and chapter markers; X not retrieved.
No transcripts; titles withheld tickers; X not retrieved.
No transcripts; macro/India content with no single US-stock directional call; X not retrieved.
No transcripts; calls taken from explicit 'I bought/I'm buying' titles; no public X account.
No transcripts; titles withheld tickers; X not retrieved.
Channel not readable; no videos captured.
No transcripts; tier-list and 'exit two positions' videos did not specify per-ticker sides.
No transcripts; valuation 'get ready' and hearsay buy/sell lists gave no clean own directional verdict.
No transcripts; buy-list video withheld tickers; X not retrieved.
No transcripts; sponsored/unnamed picks and hearsay; X not retrieved.
Channel not readable; no videos captured.
No transcripts; one AAOI bull case read from description; X not retrieved.
No transcripts; comparison/valuation videos did not declare a clear side; X not retrieved.
Sources this report was built from
Every video and post behind the calls above. Anything marked unverified could not be retrieved directly.
The Market Monkeys
- YTBuying Marvell Before Broadcom Is A Big Mistake2026-08-24AVGO
- YTThe Next AWS? Why I'm NOT Buying IONQ Stock Yet2026-08-21IONQ
- YTThis Memory Stock Surged 3000% on AI Inference... But Is It a Trap?2026-08-17SNDK
Jose Najarro
- YT5 Stocks That Could Explode After Nvidia's Massive Earnings!!2026-08-30AMZN · IREN · META · MRVL · NVDA
- YTNvidia's Greatest Earnings Yet!! Why I'm Even More Bullish on AI2026-08-27NVDA
- YTNvidia Says Custom AI Chips Need Its Ecosystem — 4 Stocks Could Win Big2026-08-25MRVL
- YTNvidia Stock: OpenAI Doesn't Need to Win for NVDA to Win!!2026-08-19NVDA
Ticker Symbol: YOU
- YTGET IN EARLY! These 3 Stocks Will Make Millionaires By 20292026-08-31CRWV · IREN · NBIS
- YTThese Stocks Will Make Millionaires By 20292026-08-24COHR · LITE
FinTek
- YTTop 8 Stocks to BUY NOW (High Growth Stocks)2026-08-30COHR · CRWD · DDOG · GOOG · MRVL · NET · NU · SOFI
- YTBest Value AI Stock in 20262026-08-28MSFT
- YTTop Nuclear Energy Stock to BUY NOW2026-08-27CEG
- YTTop Robotics Stock to BUY NOW (Physical AI)2026-08-21TER
- YTTop Cybersecurity Stock to BUY NOW2026-08-19CRWD
- YTGET IN EARLY! Top 4 Quantum Stocks Will Make Millionaires By 20302026-08-17COHR · GOOG · IONQ
Best of Us Investors
- YTWhat Samantha Sees in NVDA After Earnings2026-08-31NVDA
- YT3 Stocks - Over 200% ROI - Jan 20292026-08-26INOD · REAX · RZLV
- YTHow We Grew $668,000 to $1,968,000 in 14 Months | Kerry's Tell Sheet Explained2026-08-21REAX
Couch Investor
- YTI Can't Stay Quiet About Meta Stock Anymore2026-08-19METAunverified
Sven Carlin
- YTBerkshire Stock a Sell?!?!?!2026-08-25BRK.Bunverified
- YTNike Stock Smells More Like a Buy Than Old Shoes...2026-08-21NKEunverified
- YTBuy Uber Now To Own The Amazon of Ride, Delivery and Logistics2026-08-20UBERunverified
- YTBERKSHIRE A SELL, VALUE INVESTING BLASPHEMY!2026-08-20BRK.Bunverified
- YTUber Stock is a Strong Buy + Ackman's Top Position2026-08-18UBERunverified
Daniel Pronk
- YT5 Stocks I'm Selling, Buying & Watching After Earnings2026-08-25APP · LMBunverified
- YT"Meta Could Go Bankrupt" - Here's Why I'm Buying2026-08-21METAunverified
Deep Value Hunter
- YTI BOUGHT Kohl's and it's still CHEAP - KSS Stock Analysis2026-08-26KSSunverified
- YTI'm BUYING a High-Quality Business for CHEAP - FIS Stock Analysis2026-08-19FISunverified
- YTI BOUGHT this DEEP VALUE Stock! - STNE Stock Analysis2026-08-17STNEunverified
Fired Up Wealth
- YTThis AI Stock Is Down Over 50% — Is It the Best AI Stock to Buy Now?2026-08-27AAOIunverified
Methodology & limitations
Full transcripts were available for The Market Monkeys, Jose Najarro, Ticker Symbol: YOU, FinTek and Best of Us Investors; nearly all other rosters had title and description only, so their calls are limited to videos with an explicit stated side and carry empty quotes. X/Twitter was not independently retrieved for any account, so no X-based calls were recorded and X-dependent 'covered' statuses were downgraded to partial.
- X/Twitter was not retrieved for any account (no paid API, and X is not reliably fetchable), so no X posts were read and no X-based calls were recorded
- many videos had no transcript and were read from title and description only, yielding empty quotes and lower conviction
- influencers with no identifiable single-stock directional call were left out of calls[] and reported in coverage
- some spoken tickers may be transcription approximations; ambiguous or non-standard tickers were omitted rather than guessed
X coverage is best-effort: there is no paid X/Twitter API behind this scan, so posts can be missed, arrive late, or go unverified — see the roster and sources sections above for exactly who and what this run could read.
Not financial advice. This is a record of what public commentators said — not an endorsement of any of it, and not a recommendation. Extracted automatically by claude-opus-4-8. Do your own diligence.