What Couch Investor said in this video:
- SPCXneutralThe host views SpaceX as basically another neo-cloud hyperscaler in the making, and its commentary could impact the neo-cloud stocks he owns.Source
- METAbullishshort-termThe host believes META's core business is improving, early model adoption signs are positive, and the stock is not priced to perfection, so he expects it to beat estimates this week; $675 is the daily 50-period support.Source
- Market Breadthneutral84% of S&P 500 constituents are already down at least 10% from all-time highs, showing weak market breadth and pockets of a bear market.Source
- SPYneutrallong-termThe host believes the S&P 500 as a whole is not in a super-expensive state; the market may still be in a prolonged bull market, but there are definitely pockets of a bear market internally.Source
- ValuationneutralThe host notes the S&P 500 and Info Tech forward PE ratios are close to 20x, so the overall market is far from dot-com bubble valuation extremes.Source
- GOOGLneutralThe host notes GOOGL ended the week at $340 and its main buy zone based on moving averages is between $330 and $342, so it is already inside that zone.Source
- RKLBbullishlong-termDespite another Neutron delay and the stock falling to about $50, the host remains long-term bullish on RKLB, viewing the current level as a good long-term entry if Neutron works out, and he added to his position.Source
- SOFIbullishlong-termThe host explicitly says he is bullish on SOFI, believing the business is still doing well and undervalued on paper; macro and mid-term election pressure do not change the long-term case, with the 200-day weekly SMA at $13.24 acting as support.Source