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They said buy. Here's what happened.
SponsoredNot financial advice

They Said Buy: What happened after the stock call?

They Said Buy tracks stock calls from YouTube creators, pairing exact quotes and links to the precise video moment with what happened to the share price afterward. Revisit the original statement, see the outcome, and put memorable predictions in context.

theysaidbuy.com
The Cobalt Bottleneck4:51
4:51

The Cobalt Bottleneck

The Democratic Republic of Congo produces roughly 70% of the world's cobalt - and no other critical commodity is so dependent on a single nation. A short walkthrough of why cobalt became essential to EV battery cathodes, how the market swung from $8 to $25 per pound and back to $6 in just two years, why LFP batteries are threatening to bypass it entirely, and what a 5% recycling rate means for long-term supply security.

Learn Investing10 takeaways

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The Economics of Cocoa4:48
4:48

The Economics of Cocoa

Côte d'Ivoire and Ghana grow over 60% of the world's cocoa - and a single disease outbreak can wipe out 20–30% of a harvest. A short walkthrough of why cocoa demand is almost entirely tied to chocolate, how slow-maturing cacao trees make supply painfully inelastic, why farmers receive only 10–20% of the final chocolate price, and what climate change and farmer abandonment mean for long-term supply.

Learn Investing10 takeaways
Proofpoint to Buy Varonis for $6.3B in Cash
MAJOR

Proofpoint to Buy Varonis for $6.3B in Cash

Thoma Bravo-backed Proofpoint will pay $49.75 a share for cybersecurity firm Varonis, a 52% premium to its pre-rumor price, with closing expected in the first half of 2027.

Technology4 min read
GFS Pride Sinking Deepens Hormuz Shipping Crisis
MAJOR

GFS Pride Sinking Deepens Hormuz Shipping Crisis

The GFS Pride sank in the Strait of Hormuz and a second Singapore-flagged ship was hit, pushing Brent near $106 weeks before the US midterm elections.

2222.SR
Geopolitics6 min read
Coffee: The Most Fragile Morning Routine5:31
5:31

Coffee: The Most Fragile Morning Routine

Over 2 billion people drink coffee every day - and the entire supply chain rests on a handful of frost-prone growing regions and 20 million small farmers receiving 5–10% of the retail price. A short walkthrough of Arabica vs Robusta, why a single Brazilian frost can cut the following year's supply by 20–30%, how the 3–4 year tree maturity cycle creates boom-bust pricing, and what climate change means for Colombia, Kenya, and Ethiopia.

Learn Investing10 takeaways
Commodity Index Funds Explained5:39
5:39

Commodity Index Funds Explained

Commodity index funds let you own a diversified slice of raw materials - oil, metals, agriculture - without ever touching a futures contract yourself. A short walkthrough of how funds like the S&P GSCI and Bloomberg Commodity Index work, why roll drag silently erodes 2–5% of returns annually in contango markets, the difference between ETFs and mutual fund structures, and what energy-heavy weightings mean for what you're actually buying.

Learn Investing10 takeaways
September PPI Jumps 1.3% as Gasoline Surges 20%
MAJOR

September PPI Jumps 1.3% as Gasoline Surges 20%

US producer prices rose 1.3% in September and 6.3% from a year earlier, the biggest annual gain since 2022, pushing interest rates back to center stage.

Economy5 min read
Commodity Term Structure4:07
4:07

Commodity Term Structure

The shape of a commodity's futures curve tells you almost everything about the current state of the market. A short walkthrough of contango and backwardation, the convenience yield that explains why physical holders accept lower returns than futures imply, how the curve responds within hours to supply disruptions and inventory data, and why persistent contango quietly drains 2–5% annually from buy-and-hold investors.

Learn Investing9 takeaways

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