The Friday Consensus: 13 Exits and Micron Split 3 to 2

Disclosure: As of September 2, 2026, I hold positions in $AMZN, $HOOD, $META, $MSFT, and $ORCL, all of which come up below. This is not personalized investment advice. See full disclaimer below.

15 channels, 38 stock videos, 76 different stocks on the board this week. Only 2 names drew the same call from 3 or more channels, and 13 of the calls I logged were exits, against 5 last week.

Every week I log every buy call and sell call from the finance YouTubers I follow, with the video and the date, the same way I track hedge funds during 13F season. A name makes the crowd list when 3 separate channels land on the same side of it, and a channel repeating itself counts once.

The Crowd

The 2 names are Micron and Nvidia, and Micron is the interesting one. $MU drew 3 buy calls: 1 from a big channel with over 500K subscribers, 1 from a mid-sized channel at 100K to 500K, and 1 from a channel under 100K. Big, mid, and small on the same side of 1 name is the closest thing this format gets to a 13F cluster.

Parkev Tatevosian, CFA is the big one, with "Micron Stock: Buy or Sell? (My Final Verdict) | MU Stock Deep Dive Part 4" on October 6. Jerry Romine Stocks carried the mid-sized side on October 3 with "Is Micron Stock A Buy After Posting Record Earnings?", and Jose Najarro Stocks, under 100K, called it a buy on October 4.

Then 2 small channels went the other way. Asymmetric Investing (Travis Hoium) put Micron on a sell list on September 29, and Adriconomics called it a sell on October 6, the same day Parkev called it a buy. 3 buys and 2 sells makes Micron the most split name on the board.

$NVDA drew 5 buy calls and not 1 came from a big channel. 4 were mid-sized: Best of Us Investors on September 25, Jerry Romine Stocks on September 30, Business With Brian on October 4, and MarketBeat (Bridget) on October 5. Jose Najarro Stocks was the fifth, on October 4. Then Jerry Romine posted "If You Missed Nvidia Stock This Is MUCH Bigger!" on October 6 and was out, buying $LRCX instead.

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

2 videos carried 9 of the 13 exits. Adriconomics, under 100K subscribers, posted "I Lost $18,000 in September (I Should Have Sold)" on October 6 and walked out of 5 names in it: $BKNG, $DUOL, $HIMS, $MSFT, and $SOFI. The same video called Adobe and Novo Nordisk buys and Micron and Nike sells, 9 calls out of 1 upload.

Business With Brian did the same 2 days earlier. "Nvidia Just Delivered Massive News for These 10 Stocks" on October 4 dropped $CRWD, $CSCO, $FTNT, and $PANW, 3 of them security names, while buying Nvidia, $CRM, and $HPE.

The fastest turnaround was Joseph Carlson After Hours, a big channel. He exited $NFLX on October 1 and called it a buy again on October 5, 4 days apart. With Jerry Romine's Nvidia exit above, that leaves 2: Dividend Compounders with Cheese left $ROL on October 3, and The Patient Investor left $TSLA the same day.

Off the Radar

With only 2 names agreed, the other 74 sit 1 or 2 channels deep. Brian Stoffel was the most one-sided channel of the week: 2 videos, 10 sell calls, 0 buys. "AI Agents Are Coming for These 5 Stocks" on October 2 named $DBX, $GDDY, $PLNT, $PTON, and $SIRI, and his October 5 video on ad stocks carried 5 more, among them $CRTO, $MGNI, $PUBM, and $TTD.

Asymmetric Investing (Travis Hoium) ran the other sell list on September 29: $AMZN, $CRWV, Micron, $ORCL, and Tesla. Best of Us Investors had called Amazon and CoreWeave buys days earlier, so 2 of those 5 are straight disagreements.

A big channel and a small channel also landed on the same sell. Joseph Carlson After Hours called $FICO a sell on October 1 and Dividend Compounders with Cheese did the same on October 3. That same Carlson video bought $GOOGL and $META.

MarketBeat (Bridget) covered the widest ground again, 21 calls across 10 videos, buying $FCX, $ERO, $RIO, and $LLY among others and selling $MP twice. The small channels are where the odd names show up: The Patient Investor bought $CEG and $VST on October 5, plus $HOOD on October 3 and Netflix on October 7.

6 of the 15 channels were under 100K subscribers and they account for 7 of the 13 exits plus both Micron sell calls. What I'm watching next week is whether the exits keep coming, because 2 channels doing most of the clearing out is not the crowd turning.

Related Reading: Hedge Funds Moved the AI Trade Down the Stack in Q2 2026 and The Friday Consensus: 37 Videos, 69 Names, 2 Agreed

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.