What Couch Investor said in this video:
- NFLXbullishlong-termAlthough Netflix remains a very profitable company with improving margins and the host considers it undervalued at $71, its growth is decelerating and is expected to slow to only 10% by fiscal 2028. As a growth investor, he dislikes this slowdown; despite still holding a small position (already cut in half and down 16%), he is not willing to buy more unless the business shows better growth (mid-teens or double-digit) and improvements.Source
- Otherpositive for stockslong-termThe host is very bullish on AI cybersecurity tailwinds, believing they will push Rubrik's business higher and higher; he sees these tailwinds as a key driver for the cybersecurity space.Source
- RBRKneutralRubrik is a still-unprofitable but fast-growing cybersecurity name; the host remains positive on AI cybersecurity tailwinds pushing the business higher. However, he thinks the stock is very expensive and has run up too fast, with a lot of future success already baked into the valuation. He still owns it and has taken some profits, but is not willing to add more unless there is a big pullback or the company grows much faster and becomes profitable sooner, justifying the premium.Source
- RDDTbullishReddit is a profitable and not expensive business; the host believes it is undervalued based on his DCF and current projections. He has opened a starter position (down only about 2%), but is waiting for a catalyst—more information in the next earnings call/report, especially on AI data licensing deals—before adding more. He has no issue buying even after a 10–15% rise if the news is positive, because the data makes it still cheap.Source
- AVGObullishlong-termThe host is shifting towards Broadcom while still exposed to AMD; he believes Broadcom still has a lot of growth ahead and its valuation makes a lot more sense than AMD's, so he would rather park more money into Broadcom than buy more AMD at current prices.Source