Picker Consensus
Where the pickers' books overlap right now. A ticker enters the consensus when at least 4 of the 9 tracked pickers have an open call on it. Read it as a gauge of where YouTube conviction is crowding — not as a portfolio to follow: the tracked record below shows what following the overlap would have returned, market included. Looking for who's actually ahead? See the scoreboard →
| Ticker | Held by | Pickers | Weight | In consensus since | Entry | Now | Return | Avg conviction |
|---|---|---|---|---|---|---|---|---|
| AAPL | 9 of 9 |
        
|
2.6% | Oct 29, 2025 | $269.70 | $326.57 | +21.1% | 8.1 |
| AMZN | 9 of 9 |
|
2.6% | Feb 20, 2025 | $222.88 | $251.89 | +13.0% | 8.2 |
| GOOGL | 9 of 9 |
|
2.6% | Mar 05, 2025 | $173.02 | $332.60 | +92.2% | 7.9 |
| PLTR | 9 of 9 |
|
2.6% | Jan 25, 2025 | $78.98 | $165.86 | +110.0% | 8.2 |
| META | 8 of 9 |
|
2.3% | Jan 09, 2025 | $610.72 | $644.38 | +5.5% | 7.6 |
| AMD | 7 of 9 |
|
2.0% | May 20, 2025 | $113.51 | $503.60 | +343.7% | 7.2 |
| ASML | 7 of 9 |
|
2.0% | Mar 17, 2025 | $730.33 | $1,687.43 | +131.1% | 7.8 |
| AVGO | 7 of 9 |
|
2.0% | Sep 25, 2025 | $336.10 | $360.83 | +7.4% | 7.7 |
| MSFT | 7 of 9 |
|
2.0% | Mar 06, 2025 | $396.89 | $492.44 | +24.1% | 7.8 |
| MU | 7 of 9 |
|
2.0% | Mar 13, 2026 | $426.13 | $977.41 | +129.4% | 7.6 |
| NVDA | 7 of 9 |
|
2.0% | Mar 06, 2025 | $110.57 | $218.36 | +97.5% | 8.3 |
| CRM | 6 of 9 |
|
1.7% | Mar 01, 2026 | $194.79 | $243.00 | +24.8% | 7.2 |
| CRWD | 6 of 9 |
|
1.7% | May 26, 2025 | $113.90 | $208.86 | +83.4% | 7.6 |
| LULU | 6 of 9 |
|
1.7% | Jan 23, 2026 | $191.07 | $96.88 | -49.3% | 6.0 |
| NBIS | 6 of 9 |
|
1.7% | Jan 27, 2026 | $97.87 | $228.11 | +133.1% | 6.0 |
| NOW | 6 of 9 |
|
1.7% | Jan 29, 2026 | $116.73 | $131.17 | +12.4% | 7.8 |
| ORCL | 6 of 9 |
|
1.7% | Aug 16, 2026 | $150.52 | $152.94 | +1.6% | 8.0 |
| PANW | 6 of 9 |
|
1.7% | Jan 28, 2026 | $183.74 | $338.49 | +84.2% | 7.4 |
| QQQ | 6 of 9 |
|
1.7% | May 07, 2025 | $483.30 | $708.69 | +46.6% | 7.7 |
| SMCI | 6 of 9 |
|
1.7% | Nov 22, 2024 | $33.15 | $37.38 | +12.8% | 8.0 |
| TSLA | 6 of 9 |
|
1.7% | Aug 11, 2025 | $339.03 | $363.56 | +7.2% | 7.5 |
| TSM | 6 of 9 |
|
1.7% | May 28, 2025 | $196.14 | $428.03 | +118.2% | 7.7 |
| UBER | 6 of 9 |
|
1.7% | Mar 26, 2025 | $74.18 | $72.56 | -2.2% | 7.4 |
| ADBE | 5 of 9 |
|
1.4% | Dec 05, 2025 | $346.26 | $248.83 | -28.1% | 7.8 |
| BABA | 5 of 9 |
|
1.4% | Feb 20, 2025 | $135.97 | $108.56 | -20.2% | 6.8 |
| BTC | 5 of 9 |
|
1.4% | Aug 28, 2025 | $112,544.80 | $77,268.86 | -31.3% | 8.2 |
| INTU | 5 of 9 |
|
1.4% | Feb 17, 2026 | $379.17 | $312.77 | -17.5% | 7.0 |
| IWM | 5 of 9 |
|
1.4% | Sep 15, 2025 | $239.35 | $287.70 | +20.2% | 6.0 |
| MELI | 5 of 9 |
|
1.4% | Jul 10, 2026 | $1,852.22 | $1,906.24 | +2.9% | 7.0 |
| NFLX | 5 of 9 |
|
1.4% | Sep 02, 2026 | $82.73 | $76.01 | -8.1% | 8.0 |
| NKE | 5 of 9 |
|
1.4% | Feb 24, 2025 | $80.28 | $36.62 | -54.4% | 7.7 |
| PYPL | 5 of 9 |
|
1.4% | Feb 13, 2025 | $76.59 | $53.31 | -30.4% | 6.6 |
| QCOM | 5 of 9 |
|
1.4% | Mar 13, 2026 | $129.82 | $176.88 | +36.2% | 6.8 |
| QQQM | 5 of 9 |
|
1.4% | Nov 10, 2025 | $256.58 | $291.80 | +13.7% | 7.2 |
| SPY | 5 of 9 |
|
1.4% | Dec 02, 2025 | $681.53 | $757.83 | +11.2% | 7.6 |
| V | 5 of 9 |
|
1.4% | Jul 30, 2026 | $365.90 | $367.21 | +0.4% | 7.0 |
| VST | 5 of 9 |
|
1.4% | Sep 05, 2026 | $149.30 | $147.05 | -1.5% | 7.8 |
| ANET | 4 of 9 |
|
1.1% | Jan 02, 2026 | $133.60 | $188.99 | +41.5% | 8.0 |
| APP | 4 of 9 |
|
1.1% | Jun 26, 2026 | $477.08 | $314.49 | -34.1% | 9.0 |
| ARM | 4 of 9 |
|
1.1% | May 19, 2026 | $223.15 | $254.18 | +13.9% | 8.0 |
| ASTS | 4 of 9 |
|
1.1% | May 31, 2026 | $113.41 | $59.91 | -47.2% | 6.0 |
| CEG | 4 of 9 |
|
1.1% | Sep 05, 2026 | $298.96 | $285.97 | -4.3% | 7.7 |
| CELH | 4 of 9 |
|
1.1% | Sep 03, 2025 | $61.10 | $26.63 | -56.4% | 7.0 |
| COST | 4 of 9 |
|
1.1% | Aug 14, 2025 | $975.39 | $902.38 | -7.5% | 7.5 |
| CRWV | 4 of 9 |
|
1.1% | Oct 07, 2025 | $128.83 | $89.12 | -30.8% | 7.0 |
| DELL | 4 of 9 |
|
1.1% | Sep 01, 2026 | $425.00 | $506.62 | +19.2% | 8.0 |
| DHI | 4 of 9 |
|
1.1% | Sep 03, 2025 | $172.17 | $135.57 | -21.3% | 6.0 |
| GEV | 4 of 9 |
|
1.1% | Sep 05, 2026 | $941.95 | $923.91 | -1.9% | 8.0 |
| GLD | 4 of 9 |
|
1.1% | Mar 26, 2026 | $400.64 | $396.36 | -1.1% | 5.3 |
| GME | 4 of 9 |
|
1.1% | Jun 12, 2024 | $25.46 | $20.39 | -19.9% | 6.7 |
| HIMS | 4 of 9 |
|
1.1% | Aug 14, 2025 | $47.13 | $27.44 | -41.8% | 7.3 |
| HOOD | 4 of 9 |
|
1.1% | Jul 02, 2025 | $97.98 | $113.33 | +15.7% | 7.8 |
| INTC | 4 of 9 |
|
1.1% | Jul 06, 2024 | $32.02 | $100.32 | +213.3% | 7.5 |
| IREN | 4 of 9 |
|
1.1% | Dec 29, 2025 | $39.41 | $43.64 | +10.7% | 8.5 |
| LOW | 4 of 9 |
|
1.1% | Feb 01, 2025 | $260.04 | $196.59 | -24.4% | — |
| MCD | 4 of 9 |
|
1.1% | Mar 26, 2025 | $313.58 | $253.05 | -19.3% | 7.5 |
| MRVL | 4 of 9 |
|
1.1% | May 13, 2026 | $177.95 | $226.96 | +27.5% | 7.5 |
| NVO | 4 of 9 |
|
1.1% | Jun 03, 2025 | $70.91 | $44.01 | -37.9% | 7.3 |
| QBTS | 4 of 9 |
|
1.1% | Oct 22, 2025 | $27.29 | $16.66 | -39.0% | 7.0 |
| RKLB | 4 of 9 |
|
1.1% | May 31, 2026 | $143.48 | $61.96 | -56.8% | 5.7 |
| SOFI | 4 of 9 |
|
1.1% | Dec 18, 2025 | $26.29 | $17.21 | -34.5% | 7.0 |
| TGT | 4 of 9 |
|
1.1% | Mar 08, 2026 | $120.79 | $155.73 | +28.9% | 6.8 |
| TQQQ | 4 of 9 |
|
1.1% | Apr 10, 2025 | $23.07 | $69.21 | +200.0% | 5.0 |
| ULTA | 4 of 9 |
|
1.1% | Jul 25, 2025 | $514.95 | $535.63 | +4.0% | 7.5 |
| VO | 4 of 9 |
|
1.1% | Sep 02, 2026 | $81.62 | $80.40 | -1.5% | 7.7 |
| VOO | 4 of 9 |
|
1.1% | Aug 09, 2026 | $710.71 | $696.65 | -2.0% | 8.7 |
| VRT | 4 of 9 |
|
1.1% | Jan 02, 2026 | $175.61 | $248.13 | +41.3% | 7.7 |
Computed live from each picker's open positions, weighted by holder count. "In consensus since" is the moment the holder count first reached the threshold — recorded then, priced at that day's close, and never revised. When a picker's own stated exit level trades, that holder stops counting toward the consensus from that moment — pickers announce sells late, so their stated discipline is applied for them. Not a recommendation. Not financial advice.
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Performance
Weighted by holder count: every name is "bought" at the close on the day it enters the consensus and "sold" the day it drops out — where a holder stops counting at the earlier of their stated sell and their own stated stop level trading. Open names marked to the latest quote. Tracked since Jan 17, 2024; benchmarks measured from Jan 1. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Yes — the consensus book trails the market, and that's the finding, not a footnote. A name only enters once a second picker piles in, so by construction the overlap buys already-popular stocks late. We publish its record because a crowding gauge is only honest when you can see what following it would have cost.
Dropped out of consensus (47)
Dropped out of consensus (47)
| Ticker | Entered | Entry | Dropped | Exit | Return |
|---|---|---|---|---|---|
| INTC | Jun 01, 2026 | $109.33 | Sep 06, 2026 | $95.80 | -12.4% |
| MARA | Jul 14, 2025 | $19.21 | Aug 31, 2026 | $10.47 | -45.5% |
| SMCI | Sep 25, 2025 | $46.24 | Aug 31, 2026 | $37.08 | -19.8% |
| CMG | Nov 25, 2025 | $33.40 | Aug 31, 2026 | $38.05 | +13.9% |
| NFLX | Jan 29, 2026 | $83.16 | Aug 31, 2026 | $81.72 | -1.7% |
| ARM | May 19, 2026 | $223.15 | Aug 31, 2026 | $239.55 | +7.3% |
| ORCL | Aug 16, 2026 | $150.52 | Aug 31, 2026 | $150.85 | +0.2% |
| TTD | May 08, 2025 | $59.90 | Aug 26, 2026 | $13.01 | -78.3% |
| RGTI | Oct 26, 2025 | $38.84 | Aug 26, 2026 | $16.94 | -56.4% |
| IONQ | May 31, 2026 | $72.07 | Aug 26, 2026 | $42.05 | -41.6% |
| ORCL | Aug 04, 2026 | $129.87 | Aug 13, 2026 | $153.28 | +18.0% |
| DELL | Jul 14, 2026 | $457.54 | Jul 27, 2026 | $426.91 | -6.7% |
| MU | Jul 12, 2025 | $124.53 | Jan 29, 2026 | $435.79 | +249.9% |
| FTNT | Mar 12, 2025 | $97.93 | Dec 29, 2025 | $80.82 | -17.5% |
| ARM | Sep 25, 2025 | $140.65 | Dec 29, 2025 | $110.51 | -21.4% |
| LULU | Jul 30, 2025 | $206.47 | Dec 12, 2025 | $204.97 | -0.7% |
| MSTR | Nov 26, 2025 | $175.64 | Nov 26, 2025 | $175.64 | +0.0% |
| INTC | Jul 12, 2025 | $23.43 | Nov 20, 2025 | $33.62 | +43.5% |
| ANET | Sep 18, 2025 | $146.66 | Nov 20, 2025 | $119.59 | -18.5% |
| CRWV | Oct 07, 2025 | $128.83 | Nov 11, 2025 | $88.39 | -31.4% |
| MA | Aug 13, 2025 | $577.90 | Sep 30, 2025 | $568.81 | -1.6% |
| V | Aug 14, 2025 | $345.49 | Sep 30, 2025 | $341.38 | -1.2% |
| CRWV | Aug 17, 2025 | $99.97 | Aug 29, 2025 | $103.04 | +3.1% |
| ADBE | Apr 14, 2025 | $350.91 | Aug 20, 2025 | $353.43 | +0.7% |
| TSLA | Jun 20, 2025 | $322.16 | Jul 28, 2025 | $325.59 | +1.1% |
| SOFI | Jul 02, 2025 | $18.12 | Jul 17, 2025 | $22.09 | +21.9% |
| HOOD | Jun 02, 2025 | $67.98 | Jun 24, 2025 | $82.01 | +20.6% |
| GME | Apr 15, 2025 | $26.70 | Jun 13, 2025 | $22.14 | -17.1% |
| TSLA | Apr 25, 2025 | $284.95 | Jun 09, 2025 | $308.58 | +8.3% |
| PYPL | May 05, 2025 | $68.54 | Jun 09, 2025 | $73.55 | +7.3% |
| AAPL | May 12, 2025 | $210.79 | May 26, 2025 | $195.27 | -7.4% |
| HOOD | May 01, 2025 | $46.62 | May 16, 2025 | $61.76 | +32.5% |
| AMD | May 08, 2025 | $101.70 | May 14, 2025 | $117.72 | +15.8% |
| HOOD | Mar 27, 2025 | $43.99 | Apr 30, 2025 | $49.11 | +11.6% |
| TSLA | Jan 15, 2025 | $428.22 | Apr 23, 2025 | $250.74 | -41.5% |
| INTC | Feb 19, 2025 | $25.72 | Apr 11, 2025 | $19.74 | -23.2% |
| AMD | Apr 03, 2025 | $93.80 | Apr 11, 2025 | $93.40 | -0.4% |
| QQQ | Apr 07, 2025 | $423.69 | Apr 08, 2025 | $416.06 | -1.8% |
| QQQ | Mar 25, 2025 | $493.46 | Apr 04, 2025 | $422.67 | -14.3% |
| SOFI | Mar 26, 2025 | $13.07 | Mar 27, 2025 | $12.20 | -6.7% |
| QQQ | Mar 19, 2025 | $480.89 | Mar 23, 2025 | $480.84 | -0.0% |
| SOFI | Feb 17, 2025 | $16.21 | Mar 10, 2025 | $11.18 | -31.0% |
| NVDA | Jan 25, 2025 | $142.62 | Mar 05, 2025 | $117.30 | -17.8% |
| ULTA | Feb 26, 2025 | $366.73 | Mar 03, 2025 | $348.86 | -4.9% |
| SMCI | Feb 12, 2025 | $39.68 | Feb 12, 2025 | $39.68 | +0.0% |
| PYPL | May 19, 2024 | $64.48 | Sep 09, 2024 | $69.35 | +7.5% |
| TSLA | Jan 17, 2024 | $215.55 | Feb 15, 2024 | $200.45 | -7.0% |