Couch Investor
4 videos
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- NBISbullishmid-termThe host views Nebius's live spot pricing, reserve auctions, and sell-back pilot as turning compute into a transparent market rather than a mere discount, which is positive for utilization.Source
- AI Capexneutralshort-termThe host poses an open question: does the $0.99 spot print signal bullish utilization or that spare capacity is already priced in, without resolving it.Source
- OtherneutralThe host explains that copper is reaching physical limits in AI data centers, so connections are moving toward light-based links. This is an industry-transition explanation and does not state a price direction for any security.Source
- MRVLneutralThe host says the acquisition premium was paid in MRVL shares, so with a fixed exchange ratio the value for LITE holders depends on MRVL's stock after its post-leak decline. He does not state whether MRVL will rise or fall.Source
- LITEneutralThe host says the real consideration for LITE holders is MRVL stock, so the buyout value moves with MRVL's share price; the fixed exchange ratio and lack of a collar make that link direct. He does not state a price direction for LITE.Source
6 videos
- SOXXbullishmid-termThe semi sector trades at low-20s forward earnings and is much cheaper than a few months ago, which the host takes as evidence sentiment is far from euphoric.Source
- AAOIbullishshort-termAAOI does not need to revisit its $250 high; from around $80, even a move to $150 doubles the trade, which the host frames as a short-term trade, not an investment.Source
- METAbullishlong-termThe host suggests META may be the best long-term business around and would rather buy it 30% below earnings than gamble on photonics plays.Source
- GeopoliticsneutralThe host tentatively floats the Iran war as a possible cause of semi weakness, a clearing event the market may need to get through.Source
- NBISneutralNebius is mentioned only in passing as the same kind of high-beta trade as Bloom, with no further view.Source
- MRVLbearishshort-termThe host relays with apparent agreement that Marvell should barely be in the 200s or 220s despite massive growth, calling the valuation kind of crazy.Source
- AI Capexpositive for stockslong-termThe host cites Amazon, Google and Microsoft projecting significantly higher 2027 capex to argue AI chip demand fundamentals remain intact.Source
- Fed Policyneutralshort-termThe host attributes much of the selloff to macro worries like what the Fed will do, rather than changes in company earnings expectations.Source
- NVDAbullishlong-termNVIDIA is framed as an investment rather than a trade given its moat and IP; the selloff is blamed on macro worries, not earnings downgrades.Source
- TSMneutralTSMC's cautious capacity management is defended as sound business rather than overbuilding, offered only as an aside.Source
- AMZNbullishlong-termThe host believes Amazon will one day return to being a $280 stock.Source
- MUbullishlong-termThe host discloses he is still invested in Micron and believes it will break new highs, supported by long-term memory agreements.Source
- SNDKbullishmid-termIf a massive green year follows the midterms, high-beta names like SanDisk will go up, so buying the dip makes sense.Source
- Otherpositive for stocksmid-termThe current weakness fits the brutal midterm-year pattern; like 2019 and 2023, the year after midterms could be a massive up year.Source
- RKLBbullishmid-termRocket Lab is grouped with high-beta names that would rally in a massive green post-midterm year.Source
- GOOGLbullishmid-termQuality names like Amazon and Google trading at a discount into 2027 could get bought after the midterms if that is where the market bottoms.Source
- AMDneutralshort-termThe host owns AMD but took profits higher; the drop from 680 to 530 does not make it cheap, and he would not buy it ahead of earnings.Source
- INTCbearishshort-termIntel's run-up was speculative and unsupported by fundamentals; the drop from 147 to 79 after hours shows there is no floor to the price.Source
- AMDbullishlong-termAnother host argues AMD generates free cash flow and will see accelerating growth, allowing it to grow into a valuation richer than Broadcom or NVIDIA.Source
- INTCneutralmid-termAnother host sees Intel Foundry potentially landing a big customer, with the stock likely sitting in the 70 to 80 range until the business catches up.Source
- PLTRneutralThe host notes the risks: bootcamps consume engineer time, conversion rates are undisclosed, and management admits the sales motion isn't fully cracked.Source
- PLTRbullishlong-termThe host frames Palantir's bootcamp sales motion as a hard-to-replicate edge: even rejected buyers return after their own attempts fail, supporting rapid commercial revenue growth.Source
- Otherneutralmid-termThe host flags that Voyager's Starlab has no revenue, drives its losses, faces a funding gap until spring 2027, and depends entirely on Starship — a clear risk caveat without a stated direction.Source
- Otherpositive for stockslong-termThe host argues that whoever has a commercial station ready when the ISS retires will become the landlord of orbit, a highly valuable long-term position.Source
- Otherneutrallong-termThe host views Anthropic's land-and-expand motion as real, but leaves open whether upside comes from existing-customer expansion or dependence on each new model release.Source
- METAbullishmid-termThe host argues Meta's AI-driven ad targeting beats Google's model, with impressions and ad prices both rising, so Meta's ad revenue likely passes Google Search next quarter.Source
- GOOGLneutralmid-termThe host sees near-term monetization weakness in Google's AI Mode but cautions against assuming Google won't solve ads inside AI answers.Source
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