Welcome to this week’s BuffQuant Feed Update. We analysed the latest posts from the BuffQuant feed to identify which stocks and themes are dominating investor conversations and why. Below you’ll find a data‑driven overview of the most‑mentioned stocks, rising trends, key storylines and top‑performing channels.
Most Talked‑About Stocks
These names accounted for the highest number of video mentions over the past month:
NVDA (NVIDIA): 28 mentions – continues to lead the conversation on AI hardware.
GOOGL (Alphabet): 27 mentions – remains a core AI and cloud beneficiary.
AMD (Advanced Micro Devices): 21 mentions – leveraged as a challenger in data‑centre chips.
META (Meta Platforms): 20 mentions – tied to AI infrastructure and VR/AR progress.
AMZN (Amazon.com): 18 mentions – reflects interest in AWS and retail resilience.
PLTR (Palantir): 14 mentions – gaining mindshare around data analytics contracts.
MSFT (Microsoft): 12 mentions – strong interest in Azure and AI partnerships.
PYPL (PayPal): 10 mentions – investors are watching its turnaround efforts.
Key Themes & Highlights
NVIDIA’s Earnings Powerhouse
Nvidia’s Q3 report showed revenue up 62 % year‑over‑year and data‑centre revenue up 66 %.
Analysts expect another beat and positive guidance, and management provided visibility into more than $500 billion of Blackwell and Rubén chip revenue through 2026.
Strong results have eased fears of an “AI bubble” and highlight how hyperscalers and nations are driving unprecedented demand for AI infrastructure.
Nvidia’s Impact on the Market
Commentators noted that Nvidia’s blowout results and forward‑looking statements helped stabilize broader market sentiment after recent volatility.
The company’s investments in smaller AI companies are strategic and could expand its ecosystem.
Commentary also focused on how interest‑rate expectations could influence Nvidia’s valuations and the wider tech sector.
TSMC – An Undervalued AI Leader
One analyst called Taiwan Semiconductor Manufacturing Company (TSMC) the most undervalued AI stock, noting a 39 % jump in profit last quarter.
TSMC controls roughly 70 % of the foundry market, and its share price has climbed more than 50 % over the past year.
The bull case hinges on its dominant market share and continued demand for leading‑edge chips.
Salesforce’s Slowdown & Catalysts
Salesforce remains the undisputed leader in CRM software but growth has decelerated, raising questions about future prospects.
Despite increased competition, the company boasts a strong net‑cash position and high gross margins.
Analysts highlighted potential catalysts — including platform innovations and efficiency initiatives — that could reaccelerate growth.
IonQ & Quantum Valuations
In contrast, IonQ was flagged as overvalued relative to its business fundamentals, sparking a debate around quantum‑computing valuations.
Commentators cited a mismatch between IonQ’s stock price and the company’s current revenue generation.
Beaten‑Down Winners to Watch
A video recommended three high‑quality but beaten‑down stocks to buy before 2026: Salesforce, The Trade Desk (TTD) and Netflix (NFLX).
The thesis: each company has underperformed the current bull market but stands to benefit from structural industry shifts over the next few years.
Stock Spotlight: Nvidia (NVDA)
Nvidia continues to dominate headlines and investor interest, accounting for the highest number of mentions on BuffQuant’s feed. Its latest earnings call showcased phenomenal growth, solid demand for its AI‑focused chips and confidence in future revenue streams. With hyperscalers and governments investing heavily in AI infrastructure, Nvidia’s leadership position appears unchallenged in the near term.
Channel Leaderboard
The top YouTube channels (ranked by return vs. the S&P 500 and prediction accuracy) were:
Fin Tek: return +13.8 %, accuracy 61 %
Couch Investor: return +10.6 %, accuracy 48 %
Financial Education: return +2.7 %, accuracy 41 %
Ticker Symbol: YOU: return –0.3 %, accuracy 35 %
Closing Thoughts
This week’s activity underscores the market’s heavy focus on AI hardware and platform plays. While Nvidia and TSMC capture outsized attention and continue to deliver strong results, investors are also watching for catalysts that could reignite growth at companies like Salesforce and The Trade Desk. Use these insights as a starting point for deeper research rather than financial advice.
Disclaimer: BuffQuant summaries are for educational purposes only and do not constitute financial advice. Please conduct your own due diligence before making investment decisions.
Thanks for Reading
That’s it for this week’s BuffQuant Weekly!
Did You Know? 💡
We recently rolled out the Feed feature on BuffQuant — your personalized stream of the latest stock and channel takeaways. You can:
• Follow your favorite channels and see their newest analysis.
• Track stocks you care about and get the most recent sentiment shifts at a glance.
• Quickly scan key takeaways without digging through every video.
👀 Fun fact: Only a small percentage of our community is using Feed so far — but those who do say it’s become their go-to daily check-in. If you haven’t tried it yet, we wanted to highlight it for you this week!
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Disclaimer
BuffQuant content is for educational purposes only and is not investment advice.
See you next week,
— The BuffQuant Team 🚀