What Couch Investor said in this video:
- DLOneutralCo-host Neil confirms he owns DLocal and expects a good report, but no price direction is given.Source
- NUneutralCo-host Neil confirms he owns Nu Bank and expects a good report, but no price direction is given.Source
- Market Breadthpositive for stocksThe host sees the market in accumulation mode with hedge funds still buying, creating upward buying pressure.Source
- IRENbearishshort-termThe host sees IREN being dragged lower short-term by the Nebius report.Source
- CRWVbearishshort-termThe host sees CoreWeave being dragged lower short-term by the Nebius report.Source
- NBISbearishshort-termThe host sees near-term sentiment pressured by delivery delays, lower annualized run-rate revenue and revenue guidance, plus the Jensen Huang news.Source
- NBISbullishlong-termThe host believes Nebius's long-term prospects are better than expected; the 2027 revenue guidance is conservative, and actual revenue could come in higher if projects stay on schedule.Source
- NVDAneutralshort-termThe host sees $140 as a near-term floor for Nvidia over the next couple of weeks, without calling a direction.Source
- SPCXbullishThe host says if Jensen Huang joins SpaceX he might start buying SpaceX exposure because Huang would poach talent.Source