The Friday Consensus: 8 Names Agreed, 1 Channel Pushed Back

Disclosure: I hold positions in $AMZN, $META and $ORCL as of August 7, 2026, and all 3 appear below. This is not personalized investment advice. See full disclaimer below.

This is the weekly scorecard on finance YouTube. 12 channels posted 54 stock videos between August 14 and August 21, and I logged every buy and sell call in them, the same way I track hedge funds during 13F season. That came out to 111 different stocks, and 8 of them got 3 or more channels pointing the same direction. All 8 were bullish, and almost every bearish call against them came from 1 channel.

The Crowd

$META and $NVDA tied at the top with 5 bullish channels each. Meta was Akshat Shrivastava and Daniel Pronk on August 14, Chris Sain on August 15, then Joseph Carlson After Hours and Invest with Henry on August 20. Nvidia drew Akshat Shrivastava on August 14, Everything Money on August 15, Invest with Henry on August 16 and 20, Parkev Tatevosian on August 18 and 19, and Joseph Hogue on August 19. Same 2 names, same handful of channels.

I sort channels by size the way I sort hedge funds by assets: big is over 500K subscribers, mid-sized is 100K to 500K, small is under 100K. When a big channel and a mid-sized one land on the same name, that's the version of this I pay attention to. It happened on 6 of the 8 names this week, and last week the whole list was only 4 names.

$AMD and $UBER came next at 4 channels each. AMD was Parkev Tatevosian across 3 videos on August 14, 17 and 19, ZipTrader in "This $15 Stock Looks Like An Early Nvidia" on August 16, Everything Money on August 15, and Invest with Henry on August 20. Uber was Chris Sain on August 15, Joseph Carlson After Hours and ZipTrader on August 20, and Sven Carlin twice on August 18 and 19. Uber, Intel and Netflix were the only names on this list nobody argued with.

$AMZN, $GOOGL, $INTC and $NFLX filled out the list at 3 channels each. Amazon and Alphabet each had a big and a mid-sized channel agreeing; Intel and Netflix were all big. Worth knowing on Alphabet: Everything Money covered it on August 17 under the other share class, $GOOG, and I count the 2 symbols separately, so it's really a 4-channel company.

Here's the thing about the bear side. Jeremy Lefebvre's "Big market move has STARTED" on August 18 went bearish on Meta, Nvidia, AMD, Amazon, Micron, Oracle and Walmart in one sitting. Those first 4 got their bearish calls from that channel and nowhere else. Take that channel out and the 8 agreed names look close to unanimous, which is why I count who said it, not how loud.

All stances in this series are reported from each creator's public videos, not endorsed. Position Note tracks the crowd; it does not offer personalized investment advice.

The Rotations

3 creators changed their mind 5 times inside 7 days, and Amazon took 2 of those.

Jeremy Lefebvre was bullish on Amazon on August 14 in "This stock will go to $1,000" and bearish on it 4 days later. Joseph Carlson After Hours sold out of Amazon completely on August 20 in "How I Built A $1.5 Million Portfolio," a video that was bullish on 14 other names. Amazon made the agreement list and the exit list in the same week.

Parkev Tatevosian had the fastest turn, bullish on $ZS in an August 17 video and bearish on it 2 days later. That same video is where he dropped $PANW, which Joseph Hogue called a buy the next day. Jeremy Lefebvre's Micron read moved too, from an exit on August 14 to a bearish call on August 18.

Off the Radar

This part is the stocks only 1 or 2 channels touched, so we can see what's not already everywhere. No small channels posted at all this week, so quiet here means thinly covered rather than undiscovered.

$APLD and $CRWV were the cleanest quiet overlaps, both picked up by Parkev Tatevosian and ZipTrader within 4 days. Joseph Hogue dropped a nuclear and quantum basket on August 19 in "Trump's $1 Trillion Secret [5 Stocks He's Buying NEXT]" that put $CCJ, $UEC, $IONQ, $QBTS and $RGTI on the board in one shot. No other channel touched any of them.

$COST got a bullish call from Joseph Carlson After Hours on August 20 and a bearish one from Parkev Tatevosian on August 16. Oracle had Business With Brian bullish on August 16 and Jeremy Lefebvre bearish on August 18, and $MU was the same shape. 2 channels arguing tells me more than 5 channels nodding.

What I'm watching next Friday: whether anybody joins Jeremy Lefebvre on the bearish side of the big AI names, and whether Amazon makes the list again.

Related Reading: Four Managers Quietly Added Amazon in Q1. Nobody Noticed and Why I Own $META After the AI Capex Reset

Howard is a full-time trader based in New Jersey with 13 years of experience across Forex, crypto, equities, and futures. He started Position Note to document his trades and analysis in public. All positions are disclosed. Nothing here is personalized investment advice.