Influencer Scan · Buy / Sell Calls
Influencer Consensus
Sep 17, 2026 · 17-day window (2026-08-31 → 2026-09-17) · Window dominated by the Anthropic/OpenAI 'slow down AI' headlines of Sept 12-15 and the resulting AI-hardware selloff; most creators treated it as a dip rather than a thesis break. X was not retrievable for any account, so every roster member with an X handle is marked partial.
Most-called names
| # | Ticker | Calls | Split | Read | Score | Spark |
|---|---|---|---|---|---|---|
| 1 | AMD | 5 ▲ | Called a buy by creators on both the fundamental and options sides, usually on the argument that Nvidia's supply ceiling leaves demand for a second vendor. | 81 | — | |
| 2 | CRDO | 3 ▲ | The most agreed-upon single name of the window: every mention treated the post-earnings collapse as a buying opportunity rather than a broken thesis. | 63 | — | |
| 3 | NVDA | 3 ▲ | Jose Najarro, Best of Us Investors, Jerry Romine | 63 | — | |
| 4 | AVGO | 3 ▲ | The Market Monkeys, Mark Roussin, Fired Up Wealth | 57 | — | |
| 5 | IONQ | 3 ▲ | Quantum was the contrarian corner of the window, with the calls framed explicitly around nobody talking about the sector. | 55 | — | |
| 6 | UBER | 3 ▲ | Reached from three different angles in the window — cash-flow screening, insider buying, and a buy list — all on the bullish side. | 53 | — | |
| 7 | META | 2 ▲ | Jose Najarro, Invest with Henry | 49 | — | |
| 8 | CRWV | 2 ▲ | Jose Najarro, Ticker Symbol: YOU | 47 | — | |
| 9 | IREN | 2 ▲ | The Market Monkeys, Invest with Henry | 46 | — | |
| 10 | NBIS | 2 ▲ | Jose Najarro, Ticker Symbol: YOU | 44 | — | |
| 11 | BE | 2 ▲ | The Market Monkeys, Invest with Henry | 43 | — | |
| 12 | GEV | 2 ▲ | Ticker Symbol: YOU, Business with Brian | 43 | — |
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-capex dip buying
bullishThe AI-safety headlines knocked semis and neoclouds down, and most creators read the selloff as a repricing rather than a demand break and added exposure.
Memory as the binding bottleneck
bullishHigh-bandwidth memory is repeatedly named as the constraint feeding AI accelerators, with supply sold out well into 2027.
Rate repricing of long-duration stories
bearishTen-year yields near 5% and a hawkish Fed are compressing multiples on companies whose profits sit far in the future, with cash-now businesses favored instead.
Power and cooling as the next AI constraint
bullishGrid interconnect queues and on-site generation are framed as the gating factor for data-center buildouts, favoring owners of always-on power.
New this scan versus carried over
Compared with the previous Claude scan (2026-08-31).
New this scan 33
Carried over 13
Dropped out 20
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.
17 of 30 influencers made a stock call in this window.
no public X account; all videos had transcripts
transcripts read (several truncated); X could not be retrieved
transcripts truncated before the stock picks in two videos; X could not be retrieved
no uploads in the window; no public X account
no public X account; short-form transcripts available for all videos
channel could not be read; X could not be retrieved
no public X account; most output is platform promotion rather than stock calls
no uploads in the window and X could not be retrieved
no public X account; one transcript truncated before three of five names were covered
one transcript unavailable; X could not be retrieved; his DRAM ETF purchase was excluded as a non-single-stock
no uploads in the window and X could not be retrieved
no public X account, but only two of eight videos had transcripts; his DRAM and QQQM picks were excluded as ETFs
no uploads in the window and X could not be retrieved
no transcripts available; calls taken from titles and descriptions only; X could not be retrieved
no transcripts and no tickers named in titles or descriptions, so no calls recorded; X could not be retrieved
no transcripts for any of 24 videos; only titles that stated a clear direction were recorded
no transcripts; calls taken from descriptions naming the stocks he is buying
no transcripts; all titles posed questions rather than stating a direction, so no calls recorded; X could not be retrieved
no transcripts and most titles withheld the ticker; X could not be retrieved
no transcripts; window content covered Dubai property, FCNR deposits and Indian GDP rather than single stocks; X could not be retrieved
no transcripts; most titles framed names as an open question between value and trap
no transcripts and most titles withheld the ticker; X could not be retrieved
channel could not be read
no transcripts; window content was portfolio review and index-fund commentary with no named single-stock calls
no transcripts; descriptions posed valuation questions rather than stating directional calls, so no calls recorded
no transcripts; calls taken from titles and descriptions; X could not be retrieved
no transcripts; timestamps list tickers but give no direction, so no calls recorded; X could not be retrieved
no transcripts; descriptions explicitly name the stocks he is buying; X could not be retrieved
no transcripts; only the ServiceNow purchase was stated unambiguously; X could not be retrieved
Sources this report was built from
Every video and post behind the calls above. Anything marked unverified could not be retrieved directly.
Jose Najarro
- YTCoreWeave & Nebius GPU Pricing Just Exploded — Here's Why2026-09-17CRWV · NBIS
- YTMark Zuckerberg Just Changed the AI Story — 3 Stocks to Buy NOW!2026-09-16AMD · META · QCOM
- YTAI Stocks Are Crashing...But Demand Is Still INSANE!!2026-09-15CRWV · NVDA
- YT3 AI Stocks Down Big That Could Explode From Here!!2026-09-13CRDO · ORCL · SNPS
- YTAI Stocks Just Got Major Catalysts — The Boom Is Accelerating!!2026-09-09NVDA
- YTI WAS NOT Bullish Enough on AI Stocks2026-09-08AMD · CRWV
- YT3 Trillion-Dollar AI Stocks That Still Look CHEAP!!2026-09-05AMZN · META · NVDA
- YTIf You Are an AMD Shareholder... Nvidia Just Gave Us GREAT News!2026-09-04AMD
The Market Monkeys
- YTThe Truth About IonQ's Skywater Acquisition | Is It Worth It?2026-09-11IONQ
- YTBest AI Stocks To Buy In September 20262026-09-08AVGO · BE · IREN · LUMN
- YTThe Truth About NIO Stock: Why It's Falling Despite Growth2026-09-04NIO
Ticker Symbol: YOU
- YT98% of Investors Miss The REAL AI Winners (My Full Map)2026-09-05CEG · GEV · VST
- YTI Got Rich Off NVIDIA. I'm Buying These Stocks Next.2026-08-31CRWV · NBIS
FinTek
- YTQuantum Computing Picks and Shovels Stock2026-09-16COHR
- YTBest Value Quantum Computer Stock to BUY NOW2026-09-11QNT
- YTGET IN EARLY! Top Quantum Computer Stock to BUY NOW2026-09-09IONQ
Best of Us Investors
- YT"AI Will Kill Us All Over The Next 10 Years" Jacob Coxon -Anthropic2026-09-16IONQ
- YTWe Changed The AI Prompt - Better Price Targets2026-09-10APLD · BRZE
- YTYour Personal Stock Analyst - Free For 30 Days2026-09-04ALAB
- YT"She Turned My $668,000 into $2,000,000 in 14 Months"2026-09-02APLD
- YTWhat Samantha Sees in NVDA After Earnings2026-08-31NVDA
Business with Brian
- YTIf You Missed Palantir at $25... It's Happening Again2026-09-13GEV · UBER
Mark Roussin
- YTI'm BUYING This Stock Hand Over Fist2026-09-09CRDO
- YTBIG Dip Buying Opportunity | Investor's Weekly Playbook2026-09-06AVGO
- YTI'm Investing $40,000 into this ONE Stock2026-09-01AMD
Jerry Romine
- YTForget Wall Street Targets: Top 5 AI Stocks in the Steal Zone2026-09-17HXSCL · INTC · MU
- YTThe Stock Market Rules Just Changed (Most Will Panic)2026-09-10NVDA · TSM
Couch Investor
- YT4 Stocks You'll Wish You Bought2026-09-10AMD · PLTR · SHOP · ZETA
- YTThis Stock Is Way Too Cheap to Stay This Way2026-09-09GOOGL
- YTWhy I'm Doubling Down on This Hated Stock2026-09-01SOFI
Sven Carlin
- YTUK HOMEBUILDERS ARE IN A CYCLICAL DOWNTURN - WHICH TO BUY?2026-09-17VTY
- YTVistry Offers The Highest Upside Of The Beaten Down UK Homebuilders2026-09-13VTY
- YTVICI Stock Looks Good With The 7% Yield!2026-09-11VICI
Invest with Henry
- YTThis Sale Won't Last. 5 Stocks You Need to Buy Before 20272026-09-12AMD · IREN · META · NFLX · UBER
- YTIREN Wheel Strategy Options Explained | How I'll Make $5K In Premium This Week!2026-09-08IREN
- YTBloom Energy Just Got HUGE News — Here's What I'm Doing (BE)2026-09-05BE
- YTBloom Energy Stock Could EXPLODE — Here's My Strategy (BE)2026-09-01BE
Jeremy Lefebvre
- YTAMD & Celsius shareholders BIG NEWS2026-09-11AMD · CELH
Deep Value Hunter
- YTWhy I'm Betting on LYFT - LYFT Stock Analysis2026-09-01LYFT
Stealth Wealth Investing
- YTTHIS is When SOFI will make New ATH2026-09-06SOFI
Travis Hoium
- YTIs AVAV a Buy? My Honest Take on the Recent Earnings2026-09-10AVAV
- YTUber Stock: Major Insider Move You Missed2026-09-09UBER
- YT4 Insanely Cheap Stocks to Buy Now2026-09-03ADBE · DKS · LYFT · MGM
- YTMy #1 Stock to Buy NOW!2026-09-03JOBY
Fired Up Wealth
- YTOil Is Up, Yields Are Up, Stocks Are Down - What I'm Buying NOW!2026-09-10AAOI · AVGO · CELH · CRDO · VST
- YT4 BEST Stocks to BUY Now (I'M BUYING)!2026-09-03AAOI · AVGO · CRDO · VST
- YTCRDO Stock: Is It Time to Buy or Sell? Credo Technology Stock Analysis!2026-09-02CRDO
Brian Stoffel
- YTEveryone Thinks AI Will Kill ServiceNow. I Just Bought It.2026-09-04NOW
Methodology & limitations
Transcripts were available for roughly a third of the collected videos and several of those were truncated mid-analysis; the rest were read from title and description only, which is why many calls carry an empty quote and a low conviction score. No X post was retrieved for any account, so no call is reinforced by X and every roster member with an X handle is marked partial.
- X/Twitter could not be read for any of the 18 roster accounts with a handle; no X-sourced calls are included
- Transcripts were unavailable for many channels (Couch Investor, Sven Carlin, Invest with Henry, Daniel Pronk, Jeremy Lefebvre, Deep Value Hunter, Stealth Wealth Investing, Adriconomics, Paul Gabrail, Travis Hoium, ZipTrader, Fired Up Wealth, Brian Stoffel, Chris Sain and parts of others)
- Several supplied transcripts were truncated before the creator reached their stock picks (Ticker Symbol: YOU, Business with Brian, parts of Jose Najarro)
- Joseph Hogue and Dividend Compounders with Cheese channels were unreachable
- ETF and fund picks (DRAM, QQQM, SCHD, SOXX, QQQ, COPX) were excluded per scope, which removes real calls by Mark Roussin, Jerry Romine and Paul Gabrail
- Ambiguous or question-framed titles were skipped rather than converted into calls, so the list under-counts rather than over-counts
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-5. Do your own diligence.