Mentioned 6/2/2026
Creator Profile
Couch Investor
YouTube | Stock
135,000 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
Latest published research
June 2, 2026
This Stock Won't Stay Cheap For Longer
The creator discusses a recent market downturn in SaaS stocks, noting that many good companies are still fundamentally sound despite price drops. They mention taking profits on some holdings like Micron, Rocket Lab, and AMD, while holding onto others like Nvda and playing covered calls. A new position in Axon is being built. The video also touches on Google's proposed $80 billion equity capital raise for AI infrastructure and Berkshire Hathaway's investment in Alphabet.
June 1, 2026
SaaS Stocks Just Exploded. Here's What I'm Actually Doing
The creator discusses the recent surge in SaaS and cybersecurity stocks after a period of underperformance, contrasting it with the continued strength in AI and data center stocks. They highlight specific companies like Datadog, CrowdStrike, and Snowflake showing significant gains from their lows, while also noting Meta's current dip and Intel, AMD, and Qualcomm's decline due to a new Nvidia-powered PC announcement. The creator expresses a desire to accumulate more Meta shares at current prices.
May 31, 2026
I Just Bought $7,800 of a New Stock. Here's Why
The creator discusses their portfolio's performance, highlighting gains in the past week and year-to-date. They preview upcoming earnings reports for companies like Credo, Palo Alto, GitLab, Broadcom, Crowd Strike, and Rubric, with a particular focus on the cybersecurity and semiconductor AI sectors. The creator also details recent portfolio additions and current holdings, including SoFi, Meta, Rubric, Robin Hood, and Uber, expressing bullish sentiment on several of these stocks.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 6/2/2026
Marvell is highlighted as a potential trillion-dollar company with strong demand, and its stock soared nearly 30% today.
Analysis from 6/2/2026
Mentioned 6/2/2026
The creator is buying more Nu Holdings (NU) shares due to its strong core business, potential US expansion, and reasonable valuation despite a CFO transition.
Analysis from 6/2/2026
Tracked Portfolio Performance Since March 15, 2026
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