YouTube's Finance Brain Trust Is Obsessed With One Thing: The AI IPO Supercycle Is Here Whether You're Ready or Not
Bloomberg, CNBC, and Seeking Alpha creators are all staring at the same IPO wave — and not everyone likes what they see
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| AVGO Broadcom Inc. | buy | $418.10 | — | — | — |
| SPCE Virgin Galactic Holdings, Inc | hold | $4.94 | — | — | — |
| HWM Howmet Aerospace Inc. | hold | $249.01 | — | — | — |
| TKO TKO Group Holdings, Inc. | buy | $202.50 | — | — | — |
| PINS PINTEREST, INC. | hold | $21.60 | — | — | — |
| BX Blackstone Inc. | sell | $118.01 | — | — | — |
| APO Apollo Global Management, Inc. | buy | $129.50 | — | — | — |
| UNH UNITEDHEALTH GROUP INC | buy | $396.88 | — | — | — |
| WOOF Petco Health & Wellness Company, Inc. | sell | $2.83 | — | — | — |
| FIVE FIVE BELOW, INC | hold | $192.00 | — | — | — |
| PVH PVH CORP. /DE/ | sell | $77.70 | — | — | — |
| FLUT Flutter Entertainment plc | buy | $100.83 | — | — | — |
| HUT Hut 8 Corp. | buy | $127.30 | — | — | — |
| AAPL Apple Inc. | hold | $311.56 | — | — | — |
| UNP UNION PACIFIC CORP | hold | $263.46 | — | — | — |
| SNBR Sleep Number Corp | sell | $0.34 | — | — | — |
The YouTube finance universe this week had one collective brain aneurysm: $AVGO dropped ~15% after its AI chip guidance failed to reflect the anticipated boost from Anthropic's $200B Google TPU contract. Never mind that Broadcom posted 60%+ topline growth with a $30B AI bookings backlog — Wall Street wanted more, and when it didn't get it, it rage-sold. Citi called it an 'enhanced buying opportunity.' The market called it a trust fall nobody caught.
Meanwhile, the IPO pipeline is giving creators genuine anxiety. Bloomberg covered Anthropic's confidential S-1 filing, Goldman's David Solomon hyping mega-IPOs, and SpaceX launching its roadshow at a $1.8 trillion valuation — that's a 95x revenue multiple on a company that isn't exactly printing profits. Morningstar pegged fair value at $780B, assigning the bull case just a 7% probability. Ariel's Charlie Bobrinskoy went further on CNBC, warning of a 'crowding out' effect where investors are selling existing stocks to chase hot IPOs — a behavior historically associated with late-cycle trouble. Cool, cool, totally fine.
The one thing every creator quietly agrees on: AI adoption is wide but embarrassingly shallow, enterprise ROI is getting scrutinized hard, and the companies charging 19x DeepSeek's price better have a very good answer for why. They don't yet.