Creator dossier · @BusinessWithBrian
Business with Brian
7 companies · 56 dated quotes. What Business with Brian said about each stock, when, and what the price did next.
YouTube channel ↗449,000 subscribers as of On record since September 2025Latest quote
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Business with Brian talked mostly about big tech and chip stocks. In September 2025 they picked Amazon for its cloud dominance. In February 2026 they said they still held Amazon stock units outside their managed portfolio, and in October 2026 they called it a buy on their signal ladder. They called Alphabet undervalued in September 2025 and picked it again in April 2026. In August 2026 they said they owned it and were not selling. In November 2025 they said they bought Meta after a drop even though their system said pass, and they pointed to its pullbacks again in May 2026. Microsoft and Nvidia were named as holdings in December 2025. Nvidia sat in their buy band in August 2026, and in September 2026 they flagged its lease guarantees as a risk. Micron got valuation praise from April 2026. In September 2026 they said they bought a little, while warning the market might be calling it at the top.
Summary of the quotes on this page. Updated .
Track record
Not enough scored calls yet: 3 of 7 records scored; the next call matures about .
- Beat the market
- 1
- Lagged the market
- 2
- In line with the market
- 1
- In progress
- 1
- Not scored
- 2
Each creator–stock record counts once: its first clear forecast, from the first close after the video, set against the S&P 500 over the same six months. The call record shows every creator by the same method; read the methodology.
Stock picks, dated
Latest call on each company- Amazon AMZNNamed as a pick-3.0% since
- Broadcom AVGONamed as a pick-2.7% since
- Nvidia NVDANamed as a pick+1.1% since
- Meta METABuying the dip+1.6% since
- Alphabet GOOGLNamed as a pick+2.4% since
Latest quotes
“My own system doesn't have a valuation that it trusts on Micron because its earnings have swung so wildly in the past. So, Micron sits off my ladder for now.”
“As of right now, my system has it as fairly valued. So, most of its good news is already in the price.”
“The trade-off is that Alphabet is spending cash faster than it comes in. So, it is selling stock to cover that gap.”
“Unfortunately, Broadcom's customers can't always pay upfront, and its CEO said capital might be the biggest constraint.”
“My system just moved Amazon to slightly undervalued, but it reports this coming week, and I really want to see those numbers before I take action.”
“So on my signal ladder, Broadcom's price has now dropped into buy. And my investment system steps that down to just buy a little because two different ways that I value Broadcom come back with very different answers.”
Every company, with receipts
Source linkedPrice change since the first directional forecast on each company, or first quote if there is no forecast, across different time periods. These are price observations, not investment returns.
AMZNAmazon · Business with Brian
Valuation view“My system just moved Amazon to slightly undervalued, but it reports this coming week, and I really want to see those n…”
-3.0% Price went downsince first forecast · 2026-10-092026-10-09 → 2026-10-28S&P -0.8%10 dated quotes · 141 mentionsOpen the receiptsAVGOBroadcom · Business with Brian
Risk acknowledged“Unfortunately, Broadcom's customers can't always pay upfront, and its CEO said capital might be the biggest constraint.”
-13.5% Price went downsince first forecast · 2026-04-172026-04-17 → 2026-10-28S&P +8.8%6 dated quotes · 71 mentionsOpen the receiptsGOOGLAlphabet · Business with Brian
Valuation view“As of right now, my system has it as fairly valued. So, most of its good news is already in the price.”
+25.0% Price went upsince first forecast · 2025-10-242025-10-24 → 2026-10-28S&P +14.0%9 dated quotes · 129 mentionsOpen the receiptsMETAMeta · Business with Brian
Valuation view“For their size, Meta's PEG ratio it sits at 0.93.”
-9.0% Price went downsince first forecast · 2025-12-052025-12-05 → 2026-10-28S&P +12.6%6 dated quotes · 72 mentionsOpen the receiptsMSFTMicrosoft · Business with Brian
Valuation view“You pay about the same amount for Nvidia's profits as you do for Microsoft's profits. But Nvidia is growing several ti…”
+4.7% Price went upsince first quote · 2025-09-252025-09-25 → 2026-10-28S&P +17.4%6 dated quotes · 72 mentionsOpen the receiptsMUMicron · Business with Brian
Valuation view“My own system doesn't have a valuation that it trusts on Micron because its earnings have swung so wildly in the past.…”
+116.1% Price went upsince first quote · 2026-04-172026-04-17 → 2026-10-28S&P +8.8%7 dated quotes · 78 mentionsOpen the receiptsNVDANvidia · Business with Brian
Valuation view“So, any value below one is usually considered cheap for a growing company, and Nvidia's is around 0.36.”
+14.8% Price went upsince first forecast · 2026-01-232026-01-23 → 2026-10-28S&P +12.1%12 dated quotes · 244 mentionsOpen the receipts
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