What Couch Investor said in this video:
- AI Capexpositive for stockslong-termRebutting the bearish note, the host argues AI capex dollar amounts are still growing and the growth story has not changed in recent days.Source
- ORCLbearishmid-termThe host finds the short-Nebius/long-Oracle pair mind-blowing, arguing Oracle currently sits in a worse place than Nebius.Source
- CRWVneutralmid-termThe CEO's post is damage limitation; only strong quarterly numbers and good 2027 commentary can repair these stocks.Source
- OSCRbullishmid-termThe host is happy with Oscar's very good report and guidance, one of the few green names on the day.Source
- AI Capexpositive for stocksmid-termThe host sees the midterm-related data center fears as an overreaction; even a block would only hit 10–15% of US buildout, and many firms already build abroad.Source
- GOOGLbullishlong-termHe discloses buying a bit of Google on the dip, leaning toward the big names during the selloff.Source
- NVDAbullishlong-termHe discloses buying a bit of NVIDIA today; its expected 70%+ growth next year is still intact despite the selloff.Source
- METAbullishlong-termHe discloses buying a bit of Meta on the dip, leaning toward the big names during the selloff.Source
- NBISneutralshort-termNebius looks very attractive at these prices and he may buy before next week's earnings, but for now he is comfortable waiting.Source