What Couch Investor said in this video:
- AMDneutralmid-termIn this earnings season, AMD and other semiconductor companies' results will be more important than the banks and are worth watching.Source
- INTCneutralmid-termIn this earnings season, Intel and other semiconductor companies' results will be more important than the banks and are worth watching.Source
- NVDAneutralmid-termIn this earnings season, Nvidia and other semiconductor companies' results will be more important than the banks and are worth watching.Source
- TSMneutralshort-termTSMC will report good results and reiterate that its business is rock and rolling, so its earnings will not crash the market and will not cause much movement this week.Source
- ASMLneutralshort-termASML will report good numbers, but its quarterly results do not show the company's strength and are not important for the current growth story, so it will not drive much market movement this week.Source
- GOOGLbullishAlphabet is close to its main buying zone and may now be a good price to add; its new model capabilities are impressive, supporting a positive view.Source
- RKLBbullishlong-termRocket Lab is back under $70 and in a wider buying zone of $57 to $68; although still expensive, it is less expensive than before. Electron keeps winning contracts, making it suitable for long-term investors, while Neutron's progress remains to be seen.Source
- SOFIbullishshort-termSoFi is back close to $15 per share and is definitely in a buying zone; as long as guidance does not worsen and it keeps growing at projected rates, it is acceptable for building a position.Source