Neuwelt tracks YouTube channels, podcasts, and newsletters, extracts every ticker mention and its sentiment, and weights it by how accurate that source has been historically. You get a clean dashboard — not a summary of what was said, but a structured view of what's actionable.
AI chip demand accelerates · Data center revenue beats
Emerging signal from trusted sources · Server momentum
Hyperscaler capex surge · Power demand concerns
Robotaxi timeline unclear · Margin pressure vs volume
Government contracts expand · AI platform momentum
Policy tailwinds strengthen · Data center demand
AI chip competition heats up · Market share gains
Regulatory pressure mounts · Volume decline concerns
Every stock that ever went mainstream started somewhere quiet. Neuwelt tracks each stage — so you can see ideas before they're obvious.
A ticker that's been silent for a long time suddenly gets picked up by one or two high-quality sources with strong conviction. No buzz, no crowd. Just a quiet signal worth investigating.
More sources are picking it up. Mention volume is accelerating week-over-week. Still early — but the narrative is clearly gaining traction across trusted voices.
Sources that used to agree are starting to split. High volume, fractured sentiment. Worth knowing you're no longer in early territory — conviction is mixed.
Bearish signals are dominating. The crowd that was bullish is getting cautious or negative. Not a prediction — a clear sign the story has shifted across the board.
Undervalued cloud infra·disciplined management, strong cash flow · Single high · quality source flagged with strong conviction
DOCN had been off the radar for weeks. When a trusted source flagged it with 82% bullishness and a clear thesis — undervalued, disciplined management, strong cash flow — Neuwelt surfaced it immediately. At that point, only one high-quality source was covering it. That's the gem window.
It's not a recommendation. It's a flag that says: this might be worth your time to look at before everyone else does.
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When a ticker starts appearing across multiple sources in a short window, you can see the full chain: which creator first flagged it, who picked it up next, and whether sentiment stayed consistent or started diverging along the way.
A consistent thesis spreading across trusted voices is a very different signal than one loud voice. Neuwelt lets you see which one you're looking at.
Why is APP interesting?
Multiple trusted sources have very different opinions.
A trusted source is bullish on a ticker that nobody was talking about.
High volume + rising sentiment + trusted sources = strong bullish signal.
High volume + falling sentiment + trusted sources = danger signal.
Multiple trusted sources have very different opinions.
Stable sentiment, no volume spike. Filtered from home page.
APP · Multiple sources · Diverging sentiment → Debated
Japan macro recovery·yen weakness benefiting exporters · Growing consensus across 6 sources in the last week
“Japan is the most underappreciated macro recovery story right now. Yen weakness is a tailwind for exporters, and earnings revisions are just starting.”
Every signal links back to the original transcript — the exact words the creator used. You see the extracted summary, the bullishness score, and how much weight that source carries in the overall calculation.
This isn't a vibe score. It's structured extraction from real content, weighted by credibility.
Here's specifically what Neuwelt does and why it matters if you follow financial content regularly.
YouTube now lets AI summarize videos. That's fine for general content. But for financial videos, you don't need a paraphrase of what was said — you need to know which tickers were mentioned and whether the creator was bullish or bearish. That's what Neuwelt extracts, across every source, simultaneously.
→ Actionable, not descriptiveA lot of people watch financial YouTube not because they enjoy it that day, but because they're afraid to miss something. With Neuwelt, the ticker information reaches you regardless of whether you watch. So you can go back to watching because you actually want to — not because you have to.
→ The information finds you either wayDelivered to your Substack inbox. What's driving market sentiment this week, which tickers are gaining traction under the radar, and where things look crowded or contested. Written by humans, informed by the data. Dense enough to be useful, short enough to actually read.
→ Subscribe on SubstackEditorial picks, signal rankings filtered by status, latest asset feed — all in one view. Scan the entire market sentiment picture in a few minutes without opening a single video or newsletter.
Everyone who uses Neuwelt is a retail investor following markets — not a VC writing a check. The product is shaped by what those people actually need, decided via the Substack chat. If you have a feature request, there's a real chance it ships.
→ Chat with us on SubstackPropagation graphs · Concentration scores · Real-time alerts · API access
Not live yet. Members vote on what ships first via Substack chat.
3x a week, straight to your Substack inbox. We look at what the 134 sources are talking about, identify what's gaining traction, and write it up in plain language. No jargon, no filler. Takes about 5 minutes to read.
Dashboard access included with paid Substack subscription.
AI capex narratives accelerating across trusted sources
Hyperscaler infrastructure is up 38% in mention volume week-over-week. Energy infrastructure names are quietly picking up steam while everyone's still looking at the LLMs themselves.
89 sources covered TSLA this week, but only 49% were bullish. That split is worth noting before forming a strong view either way.
If hyperscaler capex keeps accelerating, the second-order plays matter: power infrastructure, cooling, fiber. Narrative velocity on those just crossed a threshold worth watching.
I stopped watching financial YouTube every day.
“I stopped watching financial YouTube every day. Now I check Neuwelt in the morning and only watch the videos where something interesting was flagged. I don't miss anything and I get my evenings back.”
Seeing a ticker pop up on one source, then two more three days later.
“What I didn't expect was the propagation view. Seeing a ticker pop up on one source, then two more three days later — and the sentiment staying consistent — is genuinely useful context I didn't have before.”
The weekly brief is the thing I actually look forward to.
“The weekly brief is the thing I actually look forward to on Monday mornings. It's dense but it's short. I know what's driving things before I open anything else.”
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