In August 2026, the finance YouTube channels we track published 803 qualified calls across 278 stocks, from 27 channels and 315 videos — call volume essentially flat against July’s 799, but spread over more names and more voices. Direction barely moved: 71% buys, against 19% sells or avoids and 10% holds. What did move was where the agreement sat. July’s crowd bought crashed consumer names. August’s bought toll booths — and a striking share of that came from reading somebody else’s filing rather than building a model.
TL;DR
- Visa was the month’s biggest consensus swing: 1 distinct buyer in July, 6 in August, on 7 buy calls and zero opposition. It climbed 10 places on the board to #8 of 1,934.
- Mastercard did the same thing one tier down — 2 buyers to 5, also unopposed, and +31 places to #11.
- The 13F trade is the reason. Twenty-one of August’s calls — across Visa, Mastercard, S&P Global, Netflix, Meta, Amazon and Uber — cite one investor’s filing as the thesis.
- Nvidia was the most-covered contested name: 37 calls, 13 distinct buyers, 5 channels negative — and both sides are arguing about the same thing, circular financing.
- SoFi held its unopposed run for a second month: 8 buyers, 14 buy calls, zero sells or avoids.
- Robinhood was the sharpest reversal — 6 buyers in July, 2 in August, and one of them turned into a sell.
- On the public part of the leaderboard, Felix & Friends (Goat Academy) is the only high-volume creator combining a 69% hit rate over 1,605 scored calls with a return roughly double its benchmark.
- Live ranking, updated twice a day: the Terminal.
The month in numbers
Of August’s 803 qualified calls, 573 were buys, 118 avoids, 31 sells and 81 holds. Coverage clustered where it always does — Meta drew 38 calls, Nvidia 37, Amazon 29, Microsoft 21, AMD 19, Palantir 16.
Read every count through the concentration, though. Parkev Tatevosian, CFA filed 152 calls on his own — 19% of the month — and Let’s Talk Money! with Joseph Hogue, CFA added 101. Two channels produced nearly a third of the board. That is why we count distinct buyers, not calls: Meta’s 38 calls came from 14 channels, and 11 of those were buys. Nvidia’s 37 came from 16. One of those is a crowd; the other can be one person publishing daily.
By distinct buyers, August looked like this: Nvidia 13, Amazon 11, Meta 11, Microsoft 9, Netflix 8, SoFi 8, Uber 8, Micron 7, Palantir 6, Visa 6.
Visa and Mastercard: the month’s biggest swing came from a filing
No group of names changed faster than payments. Visa went from one distinct buyer in July to six in August, on seven buy calls with nothing on the other side. Mastercard went from two to five, also unopposed. S&P Global went from one to four — but picked up two dissenters on the way.
- Value Investing with Sven Carlin, Ph.D. — Buy, 8/19 — calls Visa “a toll taker of the financial world” and argues its P/E is too low for the growth and cash conversion behind it.
- New Money — Buy, 8/25 — a wide-moat, 50%-plus-margin toll booth on global payments; opened the segment on the 5% position in a public filing.
- Felix & Friends (Goat Academy) — Buy, 8/24 — payment processors take a cut of every transaction, which he argues makes them resilient across cycles and actively helped by inflation.
- Parkev Tatevosian, CFA — Buy, 8/5 and again 8/27 — fair value near $394 against a $366 price, on a two-sided network with over 4 billion cards.
- Arte de invertir — Buy, 8/30 — an oligopoly with 10–20% earnings growth, trading below its historical average.
The honest caveat is in the sourcing. Twenty-one of the month’s calls cite the same investor’s 13F as the reason — three channels we can name plus one behind the Premium wall — and they cluster on Visa, Mastercard, S&P Global, Netflix, Meta, Amazon and Uber. That is a real consensus of positions, but it is a thin consensus of analysis. We covered the mechanics in the week of August 24.
S&P Global is where that thinness shows. Four buyers, but Everything Money — Avoid, 8/31 — ran it at $440 and got a 5.9% expected return on conservative assumptions, and New Money flagged it as expensive on 8/25 in the same video where he liked Visa and Mastercard. It sits at #34 on the board at a score of 45, well behind the payment networks.
Nvidia: the widest coverage, and the sharpest disagreement
Nvidia drew 37 calls from 16 channels — 13 distinct buyers against 5 channels negative, the most contested large name of the month. Both sides are arguing about one thing: whether the demand is self-funded.
- Parkev Tatevosian, CFA — Buy, 8/12, upgraded it to his top pick on 85% revenue growth and 75% gross margins; on 8/18 he put fair value at $375 on a DCF, and reiterated after the print on 8/31.
- Jerry Romine Stocks — Buy, 8/13 — argues the $500bn Wall Street funding initiative is a bull case, because it hands Nvidia’s customers the cash to keep buying.
- Brian Stoffel — Buy, 8/26 — a reverse DCF that only requires ~0.5% annual revenue growth to justify the price.
- Value Investing with Sven Carlin, Ph.D. — Avoid, 8/3 — the same financing arrangement, read the other way: Nvidia effectively funding its own customers means the reported revenue is not clean.
- Everything Money — Avoid, 8/22 and 8/27 — the “AI ROI chasm,” plus repayment that depends on unprofitable AI labs.
- The Compound — Avoid, 8/28 — customer concentration in a handful of hyperscalers who are themselves exposed to those labs.
Nvidia finished the month #2 of 1,934 at a score of 95, unchanged in rank. The board absorbed the argument without moving.
Where the crowd thinned out
Robinhood was the cleanest reversal. Six distinct buyers in July became two in August — Invest with Henry on 8/4 on record Gold subscribers, and Asymmetric Investing by Travis Hoium on 8/18 on the RIA and Trade PMR angle — with Adriconomics putting it in a short tier on 8/23 as “quite expensive.” The July setup is in Is Robinhood Stock a Buy?
Netflix cooled from 11 buyers to 8, though the remaining case got stronger, not weaker — the drawdown thesis we documented in Is Netflix Stock a Buy? largely played out, and August’s buying was mostly people adding rather than initiating. Broadcom slipped 6 → 4 and Oracle 5 → 3, the latter now sitting at #1,930 of 1,934 after a 1,901-place fall — the debt-funded buildout question from Is Oracle Stock a Buy? never got answered.
Moving the other way: AppLovin went from 1 buyer to 5 and jumped 57 places to #17, on a post-crash valuation argument — Let’s Talk Money! on 8/7 at a 0.57 PEG, Everything Money on 8/24, Daniel Pronk initiating on 8/25 at 40%-plus revenue growth. We wrote it up mid-slide in Is AppLovin Stock a Buy? Lyft and Constellation Energy each went from zero buyers to three.
Palantir: nine buys, five channels against, no consensus
Palantir produced 16 calls from 12 channels: 9 buys, 5 negatives, 2 holds — the widest genuine standoff on the board. The split is not about the business.
- Brian Stoffel — Buy, 8/3 — 93% revenue growth and expanding margins; argues traditional multiples do not apply.
- Invest with Henry — Buy, 8/4 — 149% US commercial growth after the print.
- Everything Money — Avoid, 8/11 — 137× free cash flow, 150× earnings, plus dilution from stock comp.
- Daniel Pronk — Avoid, 8/25 — explicitly concedes the fundamentals and passes at ~90× forward cash flow anyway.
Every bear in that list agrees the company is executing. They are declining the price, not the business — the divergence we quantified in Palantir Fell 354 Places While the Stock Rose 42%.
Still unopposed: SoFi and Uber
Two names drew zero sells and zero avoids all month.
SoFi repeated July’s result: 8 distinct buyers, 14 buy calls, one hold, nothing negative — Stealth Wealth Investing on 8/5, 8/9 and 8/11; Parkev Tatevosian, CFA upgrading on 8/13 to a $24–26 target for end-2027; Let’s Talk Money! on 8/23. It ended August #4 of 1,934 at 92.
Uber matched it — 8 buyers, 9 buy calls, one hold, no opposition — and rose to #3 at a score of 94. Value Investing with Sven Carlin, Ph.D. put intrinsic value at $118 on 8/18; BWB – Business With Brian at $109 on 8/25; Adriconomics called it “impossible” to sell at this valuation on 8/23. The robotaxi fear that created the entry is in Is Uber Stock a Buy?
Tesla remains the mirror image: one buyer — ARK Invest on 8/13 on robotaxi scale — against three channels negative and two holding, and it sits dead last on the board at #1,934.
Who called it right
A call is only worth the record behind it. We score every call at least seven days old against the price move since, and rank only creators with 20+ scored calls. Ranks 4 and below — the public part of the leaderboard — read like this at month-end:
- Jannes Lorenzen | Aktienrebell leads the public board at 55% accuracy over 101 scored calls, with a copy-portfolio return of +97.6% against the S&P 500’s +70.7% over the same windows.
- Felix & Friends (Goat Academy) is the standout on volume: 69% over 1,605 scored calls, returning +63.4% against a +32.8% benchmark. No other creator on the public board pairs that hit rate with that many calls — and he improved from 66% last month as prices caught up to the calls.
- Everything Money was again the loudest skeptic (avoids on Nvidia, Palantir, S&P Global, Meta) and still sits at 53% accuracy over 2,543 calls — while returning +81.8% vs +55.7%. Hit rate and return measure different things.
- FINANZFOKUS quietly holds the best accuracy-plus-return combination in the middle of the board: 68% over 324 calls, +81.6% vs +66.0%.
- Rational Investing with Cameron Stewart, CFA shows the reverse case: 56% accuracy but +56.3% against a benchmark that returned +74.3% over his windows. Being right often is not the same as beating the index.
- Accuracy keeps re-rating as prices move. Jerry Romine Stocks — 73% at 192 calls in June, 61% at 203 in July — now marks at 64% over 232. The calls did not change; the prices behind them did.
- Volume still is not signal. Parkev Tatevosian, CFA published 152 of August’s 803 calls and scores 56% over 326 scored calls, with a copy-portfolio return of +4.7% against the S&P’s +2.0%.
The full accuracy-ranked list is in 10 Best Finance YouTubers in 2026, Ranked by Accuracy.
What to watch in September
Grounded in open calls on the board, not prediction:
- The 13F consensus is the month’s weakest strong signal. Visa and Mastercard are unopposed, but most of the buyers cited a filing rather than a model. The first channel to publish its own valuation work — in either direction — is the one that matters.
- SoFi has now gone two full months without a single qualified sell or avoid. That is the longest unopposed run we track.
- Nvidia’s split is binary. Bulls and bears are reading the same financing structure in opposite directions; only disclosure settles it.
- Micron drew 7 buyers and no opposition in August, up at #6 — a full reversal of the split we covered in Is Micron Stock a Buy?
FAQ
Which stock did finance YouTubers buy most in August 2026? Nvidia, by distinct buyers — 13 different channels made a qualified buy case for it, on 37 calls. It was also the most contested, with five channels negative.
What changed most from July to August? Visa went from 1 distinct buyer to 6 and Mastercard from 2 to 5, both unopposed, while Robinhood fell from 6 buyers to 2 and Netflix from 11 to 8. The crowd rotated out of crashed consumer and fintech names and into payment networks — largely on the back of 13F filings.
How do you measure which YouTuber is most accurate? We score every qualified call that is at least seven days old against the price move that followed, and only rank creators with 20 or more scored calls. Among high-volume creators on the public board, Felix & Friends (Goat Academy) leads at 69% over 1,605 scored calls.
Methodology: we transcribe every new video from the finance channels we track and use AI to extract only qualified calls — a named stock, a clear stance, and real reasoning. See how it works.
Not financial advice. This article aggregates third-party opinions for informational purposes.