What Couch Investor said in this video:
- PLTRneutralshort-termPalantir also reports Monday; the host expects continued strong growth but offers no directional call.Source
- AAPLneutralshort-termApple reports Monday after the close; the host expects broad growth across reporters but gives no specific Apple call.Source
- AI Capexneutralmid-termHe is watching what Shopify says about AI agent shopping, noting companies so far say the impact is still very small.Source
- AMDbullishshort-termHe expects a far more positive AMD report than Intel's. Price at $504, resistance at 526 and 542, daily-200 support at 402.Source
- Consumerpositive for stocksshort-termHe expects a very good Uber report, calling it one of the cheap names with strong free cash flow; autonomous vehicles are not impacting the business yet.Source
- Otherneutralshort-termAppLovin is under pressure; earnings will either prove the market wrong or right — no direction given.Source
- Market Breadthnegative for stocksshort-termSentiment around neocloud names is very bad and good reports are not being rewarded — a cautionary near-term read on IREN and peers.Source
- GOOGLbullishlong-termHe loaded up on Google last year when everyone hated it: Search falling below 50% of revenue reflects Cloud growing 103%, possibly matching Search's size by end of 2027. He would likely buy more if it stays at $280.Source