What Couch Investor said in this video:
- RKLBbullishlong-termRocket Lab in the low $50s is still in the buying zone for long-term investors, though he understands waiting for the Neutron launch and next earnings.Source
- SOFIbullishshort-termSoFi under $15 is still in the buying zone; resistance above $16.70, and a post-earnings drop would bring the low $13s into play.Source
- NUneutralshort-termNu Holdings is holding up well, but adding more would require a further drop into the $14.40-$15 area.Source
- NFLXbullishlong-termHe still holds a small Netflix position, calls it cheap, and thinks it will be in focus if 2027 becomes the year of free-cash-flow companies.Source
- MSFTbullishlong-termMicrosoft expects to keep generating free cash flow every quarter, and he floats the idea that low-capex software names could be the 2027 theme.Source
- NBISbullishlong-termHe added 10 Nebius shares at $160 as bargain hunting, and expects neocloud names that show execution this earnings season to rebound while the rest get crushed.Source
- RDDTbullishshort-termReddit is in a buying zone and cheap with growing free cash flow; progress on ARPU and AI data licensing should drive a post-earnings jump.Source
- AXONbullishmid-termAxon rebounded and he likes that it keeps getting less expensive; holding $420 as support could set up a move back toward $482 resistance.Source