2. november · aktuelt research-checkpoint

GOOGL 96/125 og TSM 110/125 fra 1. november fastholdes. GOOGL får ingen ny kapital. VRT/GEV/KLAC prioriteres efter nye resultater; MSFT/AMZN kræver capex- og cash-return review. Ingen tredje aktie.

ASK først; 60% SXR8 / 20% GOOGL / 20% TSM. Novemberramme: 1.200 kr. SXR8, 400 kr. TSM, 400 kr. midlertidigt i pool under GOOGL-pausen. ANET 3/11; TSM sales 10/11.

YouTube-dækning er delvis for alle syv kanaler. Én fuld Tom Nash subtitle-review, 505 items; to DataForSEO-requests, $0.008. Ingen creator-claim ændrer score eller DCA. Priser: 30/10; månedsbeslutning og scores: 1/11. Faktiske holdings, pool og ASK-rum er ukendte.

Historisk · 21. september · metadata-only

Alle syv kanaler fik public handle/RSS-forsøg; alle returnerede fejl. Manglende adgang er ikke et negativt content-fund.

To målrettede DataForSEO metadata-requests kostede samlet $0.004 og søgte kun efter materiale om Google remedies, Oracle financing, rates og AI concentration. Ingen ny direkte approved-channel upload efter 14. september berettigede subtitles.

En Patrick Boyle guest appearance om japanske renter blev synlig uden for den approved channel, men metadata etablerede ingen konkret score-, ETF-, DCA- eller sector-map-konsekvens. Historisk 50/50-mål og 74 fulde noter er uændret.

Historisk scan · 7. september

RSS blev forsøgt for alle syv kanaler. Fem feeds fejlede; fallback-søgning gav ikke en komplet inventory. Boyle gav én ny video, The Social Reckoning That Wasn't (5. september, IUMUJgjDvU0), men indholdet kunne ikke verificeres. Den er uafklaret og ikke fravalgt på titel. Plain Bagel gav ingen ny video i det returnerede sample.

Ingen transcript-count ændring. Historiske reviews nedenfor er bevaret med deres tidligere datagrundlag. Ugens primære research og begrænsninger.

Latest extra reviews

• 28. september · Plain Bagel og kanal-scanEt af syv feeds læsbart. Targeted DataForSEO subtitles ($0.006) på 11. september-video om AI-forpligtelser, fordi GOOGL/ORCL-scores afhænger af commitment-, lease- og guarantee-klassifikation. Ingen creator-tal eller ny DCA-regel adopteret; seks feeds mangler fortsat.
• Patrick Boyle · How Much Would an AI Crash Destroy?DataForSEO subtitles were justified because the video challenges SXR8/AI concentration. It adds a cross-sector factor-risk stress test—chips, cloud, data centers, power and construction can fall together—but makes no crash forecast and does not justify selling, ETF replacement or market timing.
• 2026-08-24 channel scanThe approved feeds and market coverage were scanned. No new Tom Nash item warranted subtitles; transient feed failures were supplemented with metadata checks. Only the Boyle video crossed the score/ETF/DCA/sector-map materiality gate.
• Joseph Carlson · Nine stocksDataForSEO subtitles identify IMAX, RDDT, MELI, ADBE, NKE, ROL, CPRT, NBIS and CAVA. Primary Q2 evidence promotes NBIS, IMAX and ADBE to research only; no creator valuation or momentum claim becomes a score.
• 2026-08-17 channel scanNew Ben Felix, Damodaran and Patrick Boyle items were metadata-reviewed as process/macro counterweights. No new Tom Nash upload was found, and no additional subtitle pull was justified.
• Tom Nash TV · Palantir Q2Filings verify 93% revenue growth and 47% GAAP operating margin. The trillion-dollar path and automatic buying 20% below highs remain creator opinions; PLTR stays unscored.
• Patrick Boyle · Big Tech debtThe video prompted a filing review. Alphabet's disclosed commitments, future leases and guarantees lowered GOOGL to 101; a later USD 25bn senior-note closing now puts it at 100. Neither is treated as hidden debt or fraud.
• 2026-08-10 channel scanRational Reminder investing-process and Plain Bagel Canadian-condo videos were metadata-reviewed only because they do not change a score, ETF decision, DCA rule or sector map.
• Tom Nash TV · Three cloud stocksGOOGL/AMZN/MSFT cloud growth is verified, but 77%-144% upside models and 3x drawdown buying are not. GOOGL is now 100 from separate filing/financing evidence; AMZN/MSFT remain unscored.
• Tom Nash TV · AI power bottleneckDOE/IEA/FERC verify the grid constraint. VRT Q2 supports 98 and BE Q2 supports 82, but concentration, valuation and contract economics reject CEG/VRT/BE as an automatic basket.
• 2026-08-03 channel scanDamodaran reporting-frequency/country-risk and Patrick Boyle risk metadata were triaged without subtitles because existing score, DCA and concentration rules already cover their strategy impact.
• Tom Nash TV · Best AI stocks 2026Transcript maps 24 slots/23 unique names and adds GEV, CIEN, LRCX and DLR to research. GEV/CIEN priority comes from primary results; inevitability and 500x-demand claims do not affect scores.
• Tom Nash TV · Crash/DCA emergencySupports staying invested and no leverage, but repeats the rejected 50% dry-powder/effective 3x rule. Active 0-5% pool and 2x score-gated rules remain.
• 2026-07-27 channel scanBen Felix retirement/behavior, Patrick Boyle Venezuela and Plain Bagel tariff videos were metadata-triaged only. No additional subtitle pull was justified.
• Tom Nash · Exact 2026 investing planTranscript supports emergency savings, tax wrapper, regular DCA and no leverage. Its 50% dry-powder and effective 3x drawdown rule is rejected because no evidence supports replacing the active 0-5% cash and 2x score-gated system.
• Joseph Carlson · ASML earningsASML Q2 facts were verified against the company release. Premium-valuation caution is useful; creator claims about inevitability, installed-base permanence and returns are not score evidence.
• 2026-07-20 channel scanPatrick Boyle's July 19 risk video and the remaining approved channels were metadata-triaged. No additional subtitle pull was justified because no other video changed a score, ETF decision, DCA rule or sector map.
• Tom Nash TV · Five AI infrastructure stocksDataForSEO transcript identifies NVDA, ASML, ANET, VRT and PLTR plus seven secondary ideas. Arista and Palantir operating metrics were checked against primary sources; ANET becomes priority research, but creator valuation claims do not change a score or recommendation.
• 2026-07-13 RSS scanPatrick Boyle Russia and Plain Bagel finfluencer-promotion videos were metadata-triaged only. The source scanner now tracks the Rational Reminder and canonical Damodaran handles, although YouTube RSS returned transient errors for several channels during this run.
• Joseph Carlson · These stocks are going downDataForSEO-backed risk checklist for GOOGL, AI capex, semiconductors, ORCL/ADBE earnings and META financing. GOOGL score change is based on Alphabet primary sources, not creator claims.
• 2026-07-06 RSS scanBen Felix VEQT-cost Q&A and Patrick Boyle European-auto competitiveness were metadata-reviewed only; no subtitle pull because neither changed a verified score, ETF decision, DCA rule or sector map.
• 2026-06-29 RSS scanTom Nash TV PLTR, Ben Felix personal-finance, Patrick Boyle Brexit and Plain Bagel Canadian tax videos were metadata-reviewed only; no subtitle pull because none changed a verified score, ETF decision, DCA rule or sector map.
• Patrick Boyle · AI monopolyDataForSEO-backed risk checklist for AI model export controls, open-model competition and model-layer margin pressure. Adds sector-map risk only; no score or allocation change.
• Ben Felix · Investing at all-time highsTranscript-backed DCA guardrail: all-time highs do not stop normal ETF DCA; no score or allocation change.
• Tom Nash TV · Major buy seven-stock listAdds PLTR, ZETA, NOW, CRM, SNOW, TSLA and ZS as unverified AI/software/cybersecurity ideas; no score or allocation change.
• Damodaran · Dividends and buybacksCapital returns are useful only after reinvestment and balance-sheet needs; avoid dividend-yield and buyback shortcuts.
• Ben Felix · Elroy DimsonGlobal market history supports diversified low-cost equity exposure, modest return assumptions and explicit factor-tilt decisions.
• Ben Felix · Financial planningInvestment decisions must integrate tax, execution, cash-flow, estate, insurance and owner-preference constraints.
• Patrick Boyle · Metaverse failureMETA remains a cash-generation candidate, but AI capex needs hard return verification after Reality Labs' capital-allocation lesson.
• Patrick Boyle · Canada warningProductivity, housing, oligopoly and infrastructure checks matter before any country or Canadian-company exposure.
• Patrick Boyle · Iran hidden crisisHormuz stress now includes LNG, helium, fertilizer, aluminium, shipping, insurance and data-center power, not oil alone.
• Patrick Boyle · TariffsTariff risk belongs in macro and company notes through legal authority, FX, inventory, pass-through and import-margin checks.
• Joseph Carlson · Six stocksAdds CRM, ADBE, EFX, FICO and UBER as research-needed leads; reinforces META, SPGI, MCO, NFLX and AMZN.
• Joseph Carlson · Top AI stocksReinforces GOOGL, AMZN, ASML and NFLX; adds DUOL as a high-risk AI app candidate.
• Joseph Carlson · Overvalued marketAdds CSU.TO and CPRT as compounder leads and highlights credit/LBO risk discipline.
• Joseph Carlson · Super investors and AI stocksAdds a GOOGL/MSFT moat debate and moves V, MCO and SPGI into the follow-up queue; 13F holdings verified, no score or allocation change.
• Tom Nash TV · AI stocks mapReinforces AI stack taxonomy, keeps GOOGL/TSM in active map, adds PATH as research-only automation lead; no score or allocation change.
• Synthesis · Completion50 additional transcript-backed deep reviews complete; no creator claim becomes a buy recommendation without primary sources.
• Damodaran · SpaceX IPO valuationMega IPO narratives need prospectus, governance, segment economics and index-inclusion checks before action.
• Patrick Boyle · Private credit crisisPrivate credit, BDCs and listed alternative managers need liquidity, fee, valuation-mark and credit-quality verification.
• Joseph Carlson · Mastercard buyMA moves up the payments research queue, but the creator-position thesis must be rebuilt against Visa from filings.
• Tom Nash secondary · Vertiv coolingVRT adds cooling and electrical-equipment exposure to the AI infrastructure map; high hype risk, primary-source note required.
• Tom Nash TV · Iran/Hormuz corridorRepeated oil-route thesis adds macro verification work around Hormuz, Gulf bypass infrastructure, China energy pressure and oil-driven inflation risk; no direct trade signal.
• Tom Nash TV · Iran escalation trapCeasefire headlines are not enough to de-risk the scenario; verify with oil, tanker, insurance, military-posture and inflation data.
• Tom Nash TV · Hormuz own-goal thesisLong-run Gulf export-route redundancy is a watchlist theme for macro and infrastructure research, with high political and timing uncertainty.
• Ben Felix · Mega private companiesLarge private-company IPOs add index-inclusion and adverse-selection checks for ETF diligence; private-access products remain high-friction.
• Ben Felix · SpaceX/OpenAI IPOsFuture mega AI/space IPOs are watch items, not FOMO signals; verify index rules, public filings and any access-product structure.
• Patrick Boyle · Prediction marketsPrediction-market prices are sentiment-only inputs until liquidity, incentives, manipulation risk and regulation are verified.
• Tom Nash secondary · Google AI cloudGOOGL TPU/cloud margin thesis strengthens the existing Alphabet follow-up checklist; no action without primary-source capex and margin verification.
• Tom Nash secondary · Bloom EnergyBE is a high-risk data-center power lead; verify debt, dilution, contracts, fuel economics and grid data before any company note.
• Tom Nash secondary · ARMARM adds semiconductor-IP royalty exposure to the AI infrastructure map, with valuation, customer concentration and China risks.
• Ben Felix · Private marketsPrivate equity, credit and real estate need liquidity, fee, stale-mark and public-market-equivalent checks before any product research.
• Ben Felix · High valuationsUS valuation risk supports global diversification and value-aware sizing, not market timing.
• Damodaran · Debt and taxesAI capex candidates need debt capacity, interest coverage, tax and private-credit financing checks.
• Joseph Carlson · META buying thesisUseful capex/valuation checklist; no action without normalized FCF and AI capex-return verification.
• Joseph Carlson · Market and AI newsFlags custom-chip pressure on NVDA inference margins and MCO/SPGI data-moat research prompts.
• Joseph Carlson · AI software repricingSplits AI risk into disrupted software, capex spenders, proprietary data owners and low-exposure compounders.

Deep review regel

Videoer må ikke fravælges alene på titel. Deep reviews skal lede efter specialistretning, market trends, fremtidsblik, earnings/valuation hints og selskaber der fortjener selvstændig analyse.

Seneste scan · 12. oktober

Ét læsbart feed, seks fejl. Boyle metadata-only; subtitles fejlede og video-dato er uafklaret. Tre API-attempts, $0.002 verificeret cost; første attempts cost ukendt. Ingen transcript-review eller creator-baseret scoreændring.