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Latest extra reviews

• 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.

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