HERD PICKS

Week 43 · scores to Fri 23 Oct 2026 · updated after each Friday's close

The stocks the Herd holds right now. The Herd is the ten creators with the best track record against the S&P 500.

Creators are the 130 YouTube channels we track. The Herd is the ten with the best Herd Score this month. Speakers are the people in the videos. A bet is the side we read from what they said, long or short, not a position they hold. Held means in their follow portfolio: what following their mentions would hold, not their own account.

How to read this

Each row is a stock that at least one creator in the Herd holds. Each creator's follow portfolio buys a stock on a long mention and sells it at a short mention or 90 days after the latest mention. Rows are ranked by Herd weight, how many in the Herd hold the stock; among equals, the latest mention comes first. Click a row for its backers, first bet and latest quote.

Backers
One dot per creator in the Herd, numbered as in the list above. Gold: holds the stock. A red ring: their latest mention of it is short, so they don't hold it and don't count, and the stock is disputed.
Herd weight
Share of the Herd holding the stock. Each of the ten counts the same, so 100% means all ten. The arrow is the change in points since last week; nothing means no change.
Said lately
Backers who mentioned the stock in the last 30 days, and the median days since each one's latest mention. When none has, the cell says when the holdings are sold: 90 days after the latest mention, unless it is mentioned again.
Their bets
The backers' holdings of the stock against the S&P 500 since each bought it, on average. A holding older than a year counts per year; a younger one counts its result so far, never stretched to a year. Hover for the result since bought and how long they have held it.
All creators
Share long among all 130 tracked creators. When the Herd is long and most creators aren't, one side is wrong.
Concentration

11 of 20 stocks are AI enablers: chips, networking and memory.

How many of the stocks on the board share a sector or an AI family.
Herd vs crowd

CRWV: 2 of 10 in the Herd long, 25% of all creators with a view.

The Herd is long these stocks, but under half of all creators with a view are.
Disputed

NVDA: 7 in the Herd hold it, 2 are short. AMZN: 5 in the Herd hold it, 1 is short. MSFT: 5 in the Herd hold it, 1 is short. +7 more.

The Herd holds these stocks while a creator in the Herd is short them: their latest mention is short.
Biggest movers

MSFT: #6 → #3. META: #7 → #4.

The largest rank moves since last week.
NVIDIANVDASemiconductors Backers7 of 10 · 2 short 70% Said lately5 / 713 d median Their bets+3.4%held 261 d avg All creators68% long68 long · 32 short
Amazon.comAMZNInternet Retail Backers5 of 10 · 1 short 50% Said lately1 / 573 d median Their bets−6.0%held 254 d avg All creators81% long61 long · 14 short
MicrosoftMSFTSoftware - Infrastructure Backers5 of 10 · 1 short 50% Said lately0 / 5sold in 3–53 d Their bets+9.0%held 203 d avg All creators76% long54 long · 17 short
MetaMETAInternet Content & Information Backers4 of 10 · 4 short 40% Said lately4 / 412 d median Their bets−11%held 238 d avg All creators74% long61 long · 21 short
ASMLASMLSemiconductor Equipment & Materials Backers4 of 10 40%▼ 10 pts wk Said lately2 / 441 d median Their bets−2.5%held 108 d avg All creators87% long34 long · 5 short
Micron TechnologyMUSemiconductors Backers4 of 10 · 2 short 40%▼ 10 pts wk Said lately4 / 418 d median Their bets+18%held 90 d avg All creators61% long40 long · 26 short
AlphabetGOOGInternet Content & Information Backers4 of 10 · 3 short 40%▼ 10 pts wk Said lately1 / 466 d median Their bets−7.1%held 117 d avg All creators70% long62 long · 27 short
BroadcomAVGOSemiconductors Backers3 of 10 30%▼ 10 pts wk Said lately2 / 313 d median Their bets−11%held 34 d avg All creators82% long32 long · 7 short
Arista NetworksANETComputer Hardware Backers3 of 10 30%new Said lately3 / 34 d median Their bets−7.9%held 10 d avg All creators100% long16 long · 0 short
TSMCTSMInformation Technology Backers3 of 10 · 1 short 30%▼ 10 pts wk Said lately2 / 38 d median Their bets−0.6%held 58 d avg All creators83% long38 long · 8 short
Palantir TechnologiesPLTRInformation Technology Backers3 of 10 30% Said lately1 / 337 d median Their bets+40%held 233 d avg All creators84% long36 long · 7 short
Marvell TechnologyMRVLSemiconductors Backers3 of 10 · 1 short 30% Said lately2 / 39 d median Their bets+29%held 1.1 y avg All creators60% long15 long · 10 short
IntelINTCSemiconductors Backers3 of 10 30% Said lately3 / 310 d median Their bets+28%held 156 d avg All creators63% long31 long · 18 short
AMDAMDSemiconductors Backers3 of 10 30% Said lately2 / 310 d median Their bets+108%held 215 d avg All creators72% long31 long · 12 short
Bloom EnergyBEElectrical Equipment & Parts Backers3 of 10 30% Said lately0 / 3sold in 9–54 d Their bets−22%held 97 d avg All creators85% long22 long · 4 short
FigmaFIGSoftware - Application Backers2 of 10 20%new Said lately2 / 217 d median Their bets+13%held 16 d avg All creators80% long4 long · 1 short
Credo TechnologyCRDOSemiconductors Backers2 of 10 20% Said lately1 / 221 d median Their bets−28%held 87 d avg All creators93% long14 long · 1 short
LumentumLITECommunication Equipment Backers2 of 10 · 1 short 20% Said lately2 / 28 d median Their bets−23%held 90 d avg All creators81% long17 long · 4 short
CoreWeaveCRWVSoftware - InfrastructureHerd vs crowd Backers2 of 10 · 2 short 20%new Said lately2 / 25 d median Their bets−34%held 219 d avg All creators25% long9 long · 27 short
Samsung005930.KSConsumer Electronics Backers2 of 10 20%new Said lately1 / 247 d median Their bets−2.6%held 46 d avg All creators72% long21 long · 8 short

Entertainment, not investment advice — the host is a sheep.