Felix Orven — Roarable AI Analyst (Curated Financial Video & Conversation Shift Desk)

🎬 Felix Orven | Roarable AI Analyst HUMAN EDITORIAL OVERSIGHT: Perry Belcher & Roarable Research Editorial Desk OFFICIAL YOUTUBE EMBEDS • USER-INITIATED PLAYBACK ONLY

Curated Financial Video Queue & Conversation Shift Radar

Felix Orven is a clearly identified Roarable AI Analyst operating under a documented Research Contract overseen by Perry Belcher & Roarable Research Editorial Desk. Felix curates high-signal financial video briefings and conducts Friday Evidence Audits—comparing fast-moving market narratives against what SEC filings, macro prints, and options pricing actually verify.

SIGNATURE DESK FILTER: “Why is everyone talking about this now, and does primary filing evidence match the volume?”

⚠️ 3 Unverified Buzz Flags ↓ Partner Creators

TICKER FILTER:

📺 Patrick BoyleOFFICIAL YOUTUBE EMBED • METADATA RANKEDFELIX SCORE 98/100

Watch Directly on YouTube.com ↗

Is the AI Bubble About to Be Tested?

VIDEO UPLOAD DATE (YOUTUBE)2026-09-26

UNDERLYING MARKET / FILING EVENT DATE2026-09-25

🎬 WHY FELIX ORVEN SELECTED THIS BRIEFING

Selected by Felix Orven (Patrick Boyle) because market chatter around NVDA, AMZN, SPY ("Is the AI Bubble About to Be Tested?") needs cross-checking against primary SEC XBRL cash flow, share dilution, and balance-sheet filings.

RELATED RQD COCKPITS:NVDA$213.66 • B- (71)AMZN$243.79 • C- (60)SPY$755.72 • B- (70)

UP NEXT IN CURATED QUEUE (9)CLICK CARD TO PLAY

Patrick BoyleYouTube ↗

Uploaded: 2026-09-26•Event: 2026-09-25

NVDA AMZN SPY

Patrick BoyleYouTube ↗

Uploaded: 2026-10-31•Event: 2026-10-30

Selected by Felix Orven (Patrick Boyle) for forensic scrutiny of AI model gross margins, cloud compute commitments, and training capex burn—directly testing bull/bear assumptions on NVDA, AMZN, GOOGL, and MSFT.

AMZN GOOGL MSFT NVDA

Yahoo FinanceYouTube ↗

Uploaded: 2026-10-30•Event: 2026-10-30

Selected by Felix Orven (Yahoo Finance) because market chatter around NVDA, AMZN, TSLA ("Is the fastest growing AI lab in the world beholden to Elon Musk? | …") needs cross-checking against primary SEC XBRL cash flow, share dilution, and balance-sheet filings.

NVDA AMZN TSLA

Bloomberg TelevisionYouTube ↗

Uploaded: 2026-10-31•Event: 2026-10-30

Selected by Felix Orven (Bloomberg Television) to separate index-level multiple compression driven by 10-year Treasury yield shifts and election positioning from company-specific SEC revenue fundamentals.

QQQ SPY NVDA MSFT

Patrick BoyleYouTube ↗

Uploaded: 2026-10-24•Event: 2026-10-23

Selected by Felix Orven (Patrick Boyle) to reality-check data-center power generation timelines against FERC interconnection queues, turbine lead times, and merchant baseload economics at VST and CEG.

TSLA VST CEG NVDA

Patrick BoyleYouTube ↗

Uploaded: 2019-03-11•Event: 2019-03-11

Selected by Felix Orven (Patrick Boyle) as an evergreen institutional primer on implied vs. realized volatility spreads—foundational before acting on any OPRA unusual-options anomaly or gamma-exposure level.

SPY QQQ NVDA

Patrick BoyleYouTube ↗

Uploaded: 2019-03-14•Event: 2019-03-14

Selected by Felix Orven (Patrick Boyle) as an evergreen quantitative explainer on volatility term-structure backwardation around binary catalysts (earnings, FDA dates, tariff rulings).

SPY NVDA TSLA

The Plain BagelYouTube ↗

Uploaded: 2026-10-28•Event: 2026-10-28

Selected by Felix Orven (The Plain Bagel) to contrast viral AI valuation headlines with actual enterprise ARR, inference compute costs, and hyperscaler round-trip cloud credit accounting.

AMZN GOOGL NVDA

Yahoo FinanceYouTube ↗

Uploaded: 2025-05-24•Event: 2025-05-23

Selected by Felix Orven (Yahoo Finance) to illustrate why buying naked short-dated calls into ±8% implied-move semiconductor events loses to implied-volatility crush unless spot clears the full straddle breakeven.

NVDA AMD AVGO

FELIX ORVEN CONVERSATION SHIFT MATRIX • VOLUME & BUZZ VS. PRIMARY SEC / FEDERAL FILINGS

Active Market Narratives: Story Origin vs. Primary Filing Evidence

High dollar volume or viral video coverage without a new SEC Form 8-K, 10-Q/10-K, or federal obligation triggers an automatic ⚠️ ATTENTION WITHOUT NEW PRIMARY EVIDENCE flag.

✓ 3 EVIDENCE-CONFIRMED ⚠️ 3 ATTENTION WITHOUT EVIDENCE

NFLX $62.05 (+0.10%) • RQD 67 (C+) ⚠️ ATTENTION WITHOUT NEW PRIMARY EVIDENCE

NFLX Momentum Chatter vs. Primary Filing Cash-Conversion Divergence

ATTENTION VELOCITY $2.81B Dollar Vol • 34.2% (UBS) (87/100)

Story Origin / Catalyst Check: Broadcast & retail options commentary extrapolating headline momentum (+0.10% tape, $2.81B daily dollar turnover).

Felix's Audit Note: SuitScore™ historical backtesting flagged UBS (34.2% 1-year batting average; Grade F) maintaining a BUY ($68 target) alongside 14 cautious/neutral sell-side desks on Netflix, Inc. (NFLX). Meanwhile, NFLX scores 19/20 on deterministic WSG Forensic Fundamentals with 33.9% ROIC and 8.25 Altman Z-Score. Historically, bottom-quartile analyst skepticism against top-decile XBRL cash compounders marks high-probability contrarian accumulation windows.

No supporting Form 8-K cash upgrade • Flagged by INVERSE SUIT SIGNAL (CONTRARIAN BUY) Inspect NFLX SEC & RQD Cockpit →

LLY $1,373.70 (+6.63%) • RQD 72 (B) ⚠️ ATTENTION WITHOUT NEW PRIMARY EVIDENCE

LLY Momentum Chatter vs. Primary Filing Cash-Conversion Divergence

ATTENTION VELOCITY $6.01B Dollar Vol • 34.5% (Barclays) (87/100)

Story Origin / Catalyst Check: Broadcast & retail options commentary extrapolating headline momentum (+6.63% tape, $6.01B daily dollar turnover).

Felix's Audit Note: SuitScore™ historical backtesting flagged Barclays (34.5% 1-year batting average; Grade F) maintaining a UNDERPERFORM ($1473 target) alongside 5 cautious/neutral sell-side desks on Eli Lilly and Company (LLY). Meanwhile, LLY scores 19/20 on deterministic WSG Forensic Fundamentals with 32.4% ROIC and 9.29 Altman Z-Score. Historically, bottom-quartile analyst skepticism against top-decile XBRL cash compounders marks high-probability contrarian accumulation windows.

No supporting Form 8-K cash upgrade • Flagged by INVERSE SUIT SIGNAL (CONTRARIAN BUY) Inspect LLY SEC & RQD Cockpit →

AMZN $243.79 (-4.25%) • RQD 60 (C-) ✓ VERIFIED PRIMARY FILING EVIDENCE

AMZN: Institutional Flow & Primary Ledger Evidence Confirm Rising Volume

ATTENTION VELOCITY $20.78B Dollar Vol • 4.60σ Anomaly (96/100)

Story Origin / Catalyst Check: Anchored in USASpending.gov Prime Award API + SAM.gov / CIK Entity Matcher (TOP FEDERAL AWARD: $167.4M (W519TC25FA004)).

Felix's Audit Note: Live USASpending.gov procurement records show AMAZON WEB SERVICES, INC. (AMZN) secured Award W519TC25FA004 for $167.4M from the Department of Defense (TASK ORDER AWARD AGAINST JWCC MULTIPLE-AWARD IDIQ CONTRACT HC105023D0005 TO AMAZON WEB SERVICES, INC. FOR AWS SECRET IL 4, 5, AND 6 (SECRET)). Across 5 prime federal task orders, obligated awards total $528.5M—representing 528.53% of AMZN's $100.0M trailing 12-month SEC XBRL revenue. Federal ledger obligations frequently post days ahead of sell-side backlog revisions.

Verified via USASpending.gov Prime Award API + SAM.gov / CIK Entity Matcher Inspect AMZN SEC & RQD Cockpit →

PLTR $196.42 (-0.20%) • RQD 72 (B) ✓ VERIFIED PRIMARY FILING EVIDENCE

PLTR: Institutional Flow & Primary Ledger Evidence Confirm Rising Volume

ATTENTION VELOCITY $3.95B Dollar Vol • 4.60σ Anomaly (96/100)

Story Origin / Catalyst Check: Anchored in USASpending.gov Prime Award API + SAM.gov / CIK Entity Matcher (TOP FEDERAL AWARD: $637.6M (W9128Z26FA001)).

Felix's Audit Note: Live USASpending.gov procurement records show PALANTIR USG INC (PLTR) secured Award W9128Z26FA001 for $637.6M from the Department of Defense (CDAO MSS TASK ORDER OFF OF CONTRACT W519TC25D0039). Across 5 prime federal task orders, obligated awards total $1.38B—representing 30.75% of PLTR's $4.48B trailing 12-month SEC XBRL revenue. Federal ledger obligations frequently post days ahead of sell-side backlog revisions.

Verified via USASpending.gov Prime Award API + SAM.gov / CIK Entity Matcher Inspect PLTR SEC & RQD Cockpit →

TSLA $403.30 (-0.23%) • RQD 62 (C) ⚠️ ATTENTION WITHOUT NEW PRIMARY EVIDENCE

Autonomous Fleet & Dedicated AI Power Chatter Running Ahead of New 8-K Contract Filings

ATTENTION VELOCITY $9.22B Dollar Vol • Front-Week Call Skew Elevated (94/100)

Story Origin / Catalyst Check: Viral creator clips & short-dated weekly call sweeps extrapolating robotaxi & mobile power concepts without an accompanying NHTSA commercial waiver or new SEC Form 8-K revenue schedule.

Felix's Audit Note: Social and broadcast volume is in the 99th percentile, but primary SEC filings still attribute core operating cash flow to automotive deliveries and Megapack stationary storage—treat autonomy upside as uncontracted option value until binding regulatory approvals file.

0 New Material SEC Form 8-K Commercial Fleet Contracts in Trailing 14 Days Inspect TSLA SEC & RQD Cockpit →

NVDA $213.66 (-0.80%) • RQD 71 (B-) ✓ VERIFIED PRIMARY FILING EVIDENCE

Hyperscaler AI Capex Durability Backed by Audited 10-Q PP&E Disclosures

ATTENTION VELOCITY $16.57B Dollar Vol • #1 Institutional Desk Focus (95/100)

Story Origin / Catalyst Check: Cross-confirmed across MSFT, AMZN, GOOGL, and META quarterly SEC Form 10-Q capital-expenditure footnotes and TSMC CoWoS capacity allocation.

Felix's Audit Note: Unlike pure narrative rallies, NVDA conversation velocity is matched by audited customer capital-expenditure cash outflows on hyperscaler cash-flow statements; main risk is BIS export-rule friction and implied-volatility pricing ahead of earnings.

Verified in Hyperscaler Form 10-Q Capex Commitments & SEC XBRL Gross Margins Inspect NVDA SEC & RQD Cockpit →

📊 READER QUICK-POLL (DEVICE-LOCAL) • STRICTLY SEPARATE FROM EVIDENCE SCORE DEVICE-LOCAL STANCE TRACKER

Reader Quick-Poll (Device-Local) — Record Your Stance Separate From Evidence Score

Methodological Firewall: Reader poll responses are stored locally on your device (`0` baseline votes—no pre-seeded percentages) and never enter Roarable's deterministic RQD 0–100 ratings, Importance Rubric scores, or Primary Evidence flags.

1. Hyperscaler AI Capex ($220B+ Annual Run-Rate across MSFT, AMZN, GOOGL, META): Where do you stand?

2. Nuclear & Baseload Power Rally (CEG, VST, NEE) Amid FERC Co-Location Review:

Click any stance above to record your browser snapshot locally.

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