Every week we log the buy and sell calls from 30 finance YouTubers, then track how those calls actually play out against the market. Last week the group named 78 stocks, and these are the five that drew the most buyers.

#1: META - 10/30

Meta is the most popular stock among the 30 we track, with 10 analysts calling it a buy and zero sell calls. It's down about 18% YTD, which is part of what's drawing them in as a possible value play. The sell-off traces back to AI-bubble fears: record-high CapEx, and little to show yet on how that spending turns into profit. As Joseph Carlson put it, "Meta offers a rare case of a company that has huge ambitions."

On top of that, Meta is defending itself against landmark lawsuits over how its apps affect children and teen users, a nearer-term overhang on the stock. A third of our tracked Finance YouTubers see this as a buying opportunity.

#2: SOFI - 8/30

SoFi is another beaten-down name getting a lot of love from the group. Strong earnings, a growing user base, and a widening menu of services make it a second value play. Down around 47% from its Q4 2025 high (-34% YTD), it picked up 8 buy ratings.

“This is a stock that I believe will surpass $25 per share over the next 12 months” ~ Mark Roussin, CPA

#3: AMZN - 6/30

Amazon has 6 of the 30 calling it a buy, with entries clustering in the $261 to $277 range against a current price of $265.84. Invest with Henry is the most aggressive near-term, calling it a $300 stock by September or October 2026, while Daniel Pronk is playing a longer game with a 3-year, $494 target. Financial Education, Jeremy Lefebvre put it plainly: “Is Amazon a money maker over the next three years? Yes.”

#4: NOW - 6/30

ServiceNow was hit hard in the SaaS-pocalypse, and it's the name pulling the most support out of that wreckage, with 6 of the 30 recommending it. It's still down 22% YTD, but if the $83 low last April was the bottom, NOW has climbed 43% since, a sign it's shaking off the start-of-year selloff.

“Service Now to me, no-brainer buy here.” Ross Givens via Let's Talk Money! with Joseph Hogue, CFA YouTube Channel

#5: CRWV - 4/30

Wrapping up the top 5 is CoreWeave (CRWV), the pick with the thinnest support on the list. 4 of the 30 have it as a buy, and most of those entries sit above today's $90.87, so the calls are underwater for now. Jose Najarro has the most conviction, recommending it in two separate videos and betting on a multi-year re-rating: "I think core over the next five years might do a 5x, so undervalued."

No call we tracked in the last two weeks has paid off faster than Netlist. Best of Us Investors flagged it on August 6 at an entry of $3.82, and it's since run to $6.14, roughly a 60% move in under two weeks. Measured against the S&P over the same stretch, that's the single biggest outperformance in our entire sheet.

Worth noting how the call was framed. This wasn't a table-pounder. Best of Us Investors ran the name through their process and landed on a deliberately cautious rating: "the official best of us investors rating is speculative watch list small starter only." The upside came fast, but the analyst sized it as a small, high-risk position rather than a conviction buy.

The trigger was a five-year strategic alliance with Samsung, announced in early August, that ended a nearly decade-long patent fight. The deal pairs patent cross-licensing, product supply, and an equity investment, and settles all litigation between the two companies. Samsung took a $10 million equity stake by buying 10 million NLST shares. For a company whose stock had traded for years as a bet on courtroom outcomes, having one of the world's largest memory makers license the patents and buy in was read as validation, and the stock reacted accordingly.

Strengths

Netlist's patents keep surviving legal challenges. The company has won $866 million in jury awards against Samsung and Micron for willful infringement, and in December 2025 the Federal Circuit upheld its '608 patent in a review Samsung brought. The Samsung alliance converts that leverage into something steadier, with a cross-license, secured DRAM and NAND supply, technology cooperation, and fresh equity. The business is improving too: Q2 2026 sales rose 163% to $109.8 million, and the company swung from a $6.1 million loss to $1.4 million in profit. The timing helps, since the high-bandwidth memory its patents cover is what AI data centers are fighting to secure. And the litigation isn't over: a new August ITC action against Micron pushed Roth Capital to raise its target to $15 and keep a Buy.

Weaknesses

The profits are thinner than the growth looks. Most of Netlist's revenue is low-margin resale of other companies' memory, not its own product, so the market discounts it. One supplier covers most of its purchases and a large share of sales go to China, piling pricing risk on one side and geopolitical risk on the other. Legal costs bite hard: $25.7 million in IP fees in the first half of 2026. Any further money from Micron or Google is still a maybe, and those cases can turn on appeal. The stock itself is fragile: up around 440% this year, heavily shorted, and light on institutional ownership, so what can spark a squeeze can just as easily trigger a collapse.

Nebius was the standout on our watchlist for Week 33 (August 10–14). It opened the week in the high $180s and closed Friday near $278, a gain of roughly 48% in five trading days. The move followed its Q2 earnings on August 12, which came in ahead of Wall Street's estimates and sent the stock up 34% in a single session. Profit-taking has since brought the price back down to the $220s.

What Nebius does:

Nebius rents out computing power for AI. Companies training and running AI models need large quantities of specialized Nvidia chips, and most would rather rent that capacity than buy the chips and build the data centers themselves. Those companies are Nebius's customers.

Jerry Romine, one of the analysts we track, addressed the common worry that Nebius spends recklessly on construction. His point was that customers sign and pay upfront, before a data center is finished, which he compared to a toll road where the cars are already lined up and paying before the road opens. In his framing, the spending is heavy, but the revenue behind it is already booked.

Almost all of Nebius's revenue, about 98%, comes from this AI cloud business, which makes it close to a direct bet on AI demand rather than a diversified tech company. For background, Nebius is the piece of the former Russian tech giant Yandex that was carved out and rebuilt as an AI company, now headquartered in Amsterdam and listed on the Nasdaq.

The results behind the move: revenue grew 454% YOY to $582 million, and the business now runs at a $3 billion annual pace. It has turned a profit on its core operation, roughly a 41% margin on an adjusted basis, though it still reports an overall loss once every cost is counted, including a $190 million net loss last quarter. It ended the quarter with about $8 billion in cash. 

What the analysts liked

The three analysts on our list who covered Nebius (Jerry Romine, Couch Investor, and Jeffrey Neil Johnson, a guest on MarketBeat) were bullish, and their reasons overlapped.

Romine pointed to demand he considers genuine rather than speculative, since the contracts are signed and prepaid. He also highlighted the company's improving margins as its data centers fill up, and a cash position he described as a real advantage for a company growing this fast. Couch Investor made the most specific case, putting a price target of $350 on the stock over the next 12 months, revised up from an earlier $200 that had already been reached. He and his guests also raised Nebius's stakes in other businesses, including ClickHouse, as value they felt the market wasn't yet pricing in. Jeffrey Neil Johnson via MarketBeat leaned on profitability, arguing that as revenue grows, more of it should reach the bottom line. (He cited a 95% margin, which is well above Nebius's actual figures. The company's core cloud margin was closer to 50%. If you use his take, that number is worth correcting or dropping.)

Underpinning all of it is pricing power. Demand for AI compute currently outstrips supply, which has let Nebius raise its rates.

The risks the analysts raised

The bulls still named real weaknesses, and the company's own filings back several of them.

Outside funding and dilution

The clearest is Nebius's constant need for outside money. Building at this pace costs $20 to $25 billion this year, far more than the company earns, which means regular share sales and new debt. Days after this run, Nebius announced a $4.5 billion convertible note offering. Couch Investor's group discussed this openly, noting that selling more shares dilutes existing owners. 

Highly Volatile

They also pointed to volatility. A 48% week can reverse quickly, and the stock carries heavy short interest, including a position against it from Michael Burry, the investor known for betting against the 2008 housing market. 

Concentration

Concentration is another. With 98% of revenue tied to AI cloud, there is little cushion if AI spending slows or large customers move that work in-house. 

Execution Risk

Execution risk came up repeatedly. Most of this year's revenue depends on data centers coming online on schedule, and construction, power supply, and local permitting can delay that. Nebius has already run into it, with a contested public hearing over its data center in Vineland, New Jersey. 

The bottom line from the group

The analysts we track were positive on Nebius, but none of them treated it as a low-risk holding. Their case rests on AI demand they view as real and durable. Their cautions center on how much the company spends, how much stock it sells, and how far the price can move in either direction. The common thread across their coverage was position sizing: treat it as a small, high-risk holding rather than a core one.

We have been building this public portfolio since February of 2026, and this is how it looks so far. We have built massive long-term positions in CELH, NOW, and SOFI using DCA. ELF and HNST went up from the suggested entry points before we could build bigger positions. All in all, the portfolio is up $13,800 (about 16%) from an $85,000 capital. Stay tuned next week to see how the public portfolio is going.

This is also a disclaimer. I own some of the stocks mentioned in this issue, and none of the above is financial advice. All of it is purely for entertainment and educational purposes only. I am not a financial advisor. Do not buy stocks based solely on what you read or hear from me or any of the personalities mentioned in this newsletter.