What Couch Investor said in this video:
- Otherpositive for stocksshort-termThe host expects neo cloud / AI cloud names to trade higher following SpaceX's strong results and guidance.Source
- SPCXneutralThe host likes SpaceX's business and believes its results show massive demand, strong execution, and a huge innovation advantage, sending a positive message to the market. However, the numbers are so large and the time frame not long enough that he cannot tell if it is undervalued or overvalued, so it is not in his portfolio and he has no clear direction.Source
- AI Capexpositive for stocksThe host believes AI demand remains extremely strong and supply is insufficient, so companies with available compute capacity will earn massive profits. SpaceX's results send a positive message to the market and pressure competitors, making execution and management quality critical.Source
- CRWVneutralThe host thinks CoreWeave is not moving as fast as it should; compared with SpaceX (SPCX), CoreWeave should already be much bigger, but clearly it is not moving as fast as expected. He does not state a price direction.Source
- NBISbullishshort-termThe host still believes Nebius will do well, especially in the short run, because demand is huge and it can serve that demand now. It took Microsoft (MSFT) and Meta (META) contracts at a low margin to move faster, which should help it charge a premium on short-term contracts over the next year plus and build out gigawatts.Source
- NFLXbullishlong-termNetflix is down and sentiment is weak, but the host believes it is cheap and still undervalued because it remains highly profitable. He still holds a small half position and will keep it, waiting for a growth re-acceleration and advertising recovery before adding, even at a higher price.Source