Couch Investor
2 videos
4 videos
- NVDAbullishlong-termCiting Jensen Huang's 7-8 year Blackwell useful-life claim and still-rising Blackwell rental prices, the host argues NVIDIA chips hold durable value against crash expectations.Source
- AI Capexpositive for stockslong-termRising GPU rents, contango in forward contracts, and longer chip life show strong compute demand; the host argues the market misses this financing story and a price crash is unlikely.Source
- FTNTneutralshort-termThe host suggests Fortinet's 26% drop might be an overreaction but admits he has not dug deep into the numbers.Source
- GOOGLbullishlong-termThe host calls the 11% drop an overreaction given 103% cloud growth, a healthy Search revenue mix shift, and strong backlog; he plans to add shares if the stock stays around $280.Source
- MSFTbullishlong-termThe host views Microsoft as a very solid business with Azure growing 48% as the engine; the no-brainer opportunity under $400 has passed but fundamentals remain strong.Source
- ORCLbullishlong-termThe host finds Oracle a solid business that is cheap based on its own FY2030 targets ($225B revenue, 40%+ margins), though execution on the gigawatt buildout is the key risk given the debt.Source
- AI Capexpositive for stockslong-termThe host argues the AI buildout is accelerating, not slowing, across Google, Microsoft and Oracle, and that the return to positive free cash flow will shock the market.Source
- MUbullishmid-termThe host argues the Micron selloff overpriced oversupply risk: HBM's high wafer-per-bit ratio means capex does not equal bits, and most of fiscal 2027 shipments are already committed.Source
- AI Capexneutrallong-termThe host frames the real memory-market risk as HBM's hunger for wafers rather than oversupply, with HBM outpacing conventional DRAM through 2028 and clean rooms as the bottleneck.Source
- NBISneutralmid-termThe host relays Nebius's CEO: demand, capacity, and capital are not constraints; only chips remain a watch item.Source
- AI Capexneutrallong-termChips should be sufficient next year, but allocation is increasingly becoming the market's next bottleneck, something to watch into 2027.Source
- Market Breadthneutralmid-termThe host argues the market is pricing a demand scare, while the real risk lies in the chip supply chain rather than demand.Source
4 videos
- FTNTneutralshort-termThe host floats that Fortinet's 26% drop may be an overreaction but admits he has not dug deep and only saw headline numbers.Source
- GOOGLbullishmid-termThe host calls the 11% drop an overreaction given 103% Cloud growth, a $561 billion backlog, and FX-driven Search slowdown; he is very bullish and plans to add shares if the stock stays around $280.Source
- MSFTbullishlong-termThe host views Microsoft as a very solid, if boring, business, with Azure beating at 48% growth as the core story and only minor margin pressure expected next quarter.Source
- ORCLbullishlong-termThe host finds Oracle cheap against its own targets of over $225 billion revenue and 40%+ margins by fiscal 2030, while flagging execution on the datacenter buildout as the key risk.Source
- AI Capexpositive for stockslong-termThe host argues the AI buildout is not slowing down and the story keeps improving across Microsoft, Google, and Oracle, with the eventual return to positive free cash flow set to shock the market.Source
- AMZNbullishlong-termThe host sees Amazon's $220B capex and capacity sold out into 2028 as bullish, conditional on Trainium winning the cost-down race, since cheaper inference unlocks the middle market of real production software.Source
- AMZNbullishmid-termThe host notes AWS AI is already over $25B in run rate growing 36.7%, signaling strong momentum in the AI business.Source
- GeopoliticsneutralThe host frames air defense as a cost-exchange problem: exquisite interceptors versus cheap threats lose the attrition war, and whether one-third of a PAC-3 is cheap enough remains an open question.Source
- Otherpositive for stockslong-termThe host is positive on Anduril's Steelfin, arguing its value is a reconfigurable modular two-stage architecture that matches cost to the threat rather than a single missile.Source
We only capture views expressed in public videos, each linked to its verbatim quote. Inclusion is not endorsement and not investment advice.