What Couch Investor said in this video:
- CRWVneutralThe host says the market does not trust CoreWeave to deliver on time and pay interest; with huge debt and no current profits, execution is critical and not every neo-cloud player will survive.Source
- ORCLneutralThe host says Oracle's rising bond yields are not new and do not mean Oracle is a bad business, as its investments are backed by a very good core business.Source
- AMZNneutralThe host says Amazon's cloud business is not a bad business and its other businesses are very profitable, backed by a strong core business.Source
- GOOGLneutralThe host says Alphabet's Google Cloud business is not a bad business and its other businesses are very profitable.Source
- MSFTneutralThe host says Microsoft's cloud platform business is not a bad business and its other businesses are very profitable.Source
- AAPLneutralThe host notes Apple is also not a bad business and its other businesses are very profitable, so its investments are backed by a good core business.Source
- EarningsneutralThe host says the beauty of earnings season is that investors get actual results and guidance from management about next quarter and the next fiscal year.Source
- AI Capexpositive for stockslong-termThe host notes the entire supply chain is sold out, demand outstrips supply by an order of magnitude, and orders extend to 2030/2031, so growth will clearly still happen.Source