Creator Post Archive
Couch Investor
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Oct 5, 2026
The Best AI Buying Opportunity I've Seen in Months Is Hiding Here
The creator discusses Broadcom (AVGO) as a significant AI buying opportunity, highlighting its attractive valuation despite its large market cap. They detail a thesis based on future earnings potential, strong growth projections, and improving margins, suggesting current market estimates are too low compared to management's own guidance.
Oct 4, 2026
I Just Bought $8,000 of These 2 Stocks. Here's Why
The creator discusses their portfolio performance and provides updates on several stocks. They highlight Micron's current valuation as extremely cheap despite its recent gains, anticipating a share buyback announcement as a catalyst. They also express a bullish sentiment on Cororee, viewing it as undervalued with significant backlog and connected energy, while noting uncertainty around its pricing power despite being sold out. Updates on PayPal and Netflix are also mentioned.
Sep 29, 2026
Why This 'AI Loser' Is Actually a Massive Buy
The creator discusses the perception of Google (Alphabet) as an "AI loser" despite its strong performance and market position. The video analyzes Google's stock valuation, revenue growth, and operating margins, noting concerns around free cash flow due to increasing capex. The creator suggests that high return on invested capital compared to cost of capital mitigates free cash flow concerns and that Google's core business remains strong.
Sep 27, 2026
I Just Bought $15,000 of a New Stock. Here's Why I Sold 3 Others
The creator discusses Micron's (MU) upcoming earnings report, highlighting its significant growth in revenue and free cash flow projections, driven by the AI semiconductor memory market. Despite the cyclical nature of the memory industry, the creator believes Micron's current scale and projected financial performance indicate a different situation this cycle, suggesting it's a strong investment opportunity.
Sep 25, 2026
The Market May Be Wrong About These 2 AI Stocks
The creator discusses two AI stocks, Broadcom (AVGO) and Nvidia (NVDA), suggesting that the market may be undervaluing them despite their significant growth potential. The creator highlights Broadcom's low valuation multiples relative to its projected growth and questions why the market is not pricing in its AI revenue forecasts. Potential risks for both companies, such as competition from ASIC solutions and the financial stability of major AI clients like OpenAI and Anthropic, are also considered.
Sep 22, 2026
Is It Finally Time To Sell AMD?
The creator discusses AMD's current valuation at over a trillion dollars and $600 per share, highlighting a strategic partnership with Meta. While acknowledging the stock's significant year-to-date gains and future revenue/free cash flow growth projections driven by AI, the creator notes that the stock is now trading at a higher multiple (around 30x forward earnings), making it more expensive than in the past when they were buying at lower prices.
Sep 21, 2026
3 Stocks to Buy For the Next Decade
The creator discusses the current stock market, highlighting Meta's recent surge due to its AI success, and analyzes the investment strategies of major tech companies like Amazon, Alphabet, Microsoft, Meta, and Oracle. The focus is on their high capital expenditures and the projected impact on free cash flow and return on invested capital, with the creator believing these companies are undervalued despite current pressures.
Sep 20, 2026
I Might Sell This Underperforming Stock This Week
The creator provides a portfolio update, noting their portfolio's outperformance against the S&P 500 year-to-date. They discuss several stocks, including Alphabet (GOOGL), Rocket Lab (RKLB), SoFi (SOFI), Amazon (AMZN), Meta (META), and Netflix (NFLX), offering insights on their current performance, potential catalysts, and valuation.
Sep 18, 2026
4 Stocks With Room to Double
The creator discusses Broadcom (AVGO), believing it to be significantly undervalued. They highlight the company's recent performance, strong revenue and free cash flow growth projections, and its strategic position in the ASIC market as a counterpoint to Nvidia's GPU focus. The analysis includes DCF modeling with a base case suggesting 56% upside.
Sep 17, 2026
The Fed Just Hiked Rates: Here's What I'm Buying and What I'm Selling
The creator discusses the Fed's recent interest rate hike, noting the market's negative reaction but highlighting that the S&P 500 is only 3.5% from all-time highs. Despite potential further hikes, the creator believes a recession is unlikely due to a strong labor market and continued AI buildout. The discussion touches on inflation, geopolitical tensions, and the "higher for longer" rate outlook, with a brief mention of Sofi investors' expectations.
Sep 15, 2026
These AI Stocks Just Got a Lot Cheaper
The creator discusses the recent AI sector fears and market reactions, noting that while some AI-related stocks like Broadcom, Nvidia, and Micron saw declines, others like Google, Microsoft, and Meta, along with cybersecurity and software names, experienced significant gains. The creator highlights Jensen Huang's comments dismissing AI extinction fears as fabricated and attributing recent safety issues to organizational transitions, emphasizing that standard engineering practices will resolve them. Huang also criticized public hype cycles, suggesting companies should be built in silence.
Sep 13, 2026
4 Stocks I'll Buy If We Crash This Week
The creator discusses the performance of their portfolio relative to the S&P 500 and touches on AI stock impacts. They provide updates on several stocks, including Google (Alphabet), Rocket Lab, SoFi, Amazon, Meta, NuScale Power, Netflix, and Nubank, noting their current price points, potential entry areas, and future prospects, with a particular focus on valuation for Meta and Amazon.
Sep 10, 2026
4 Stocks You'll Wish You Bought
The creator discusses the current market sentiment, noting a downturn in semiconductor stocks like Nvidia, Micron, AMD, and Intel, while some cybersecurity and software names are seeing gains. They also touch upon the probability of Fed rate hikes and the importance of focusing on company fundamentals over macro predictions. The video highlights Zeta as a potential investment, despite its recent stock price increase, due to its growth prospects and a potentially underestimated future growth rate.
Sep 9, 2026
Nobody's Talking About This Stock Right Now
The creator discusses recent developments in AI, including partnerships between Palantir and NIPOS, and new AI models from Meta and OpenAI. They express bullish sentiment on Meta, calling it "ridiculously cheap" and undervalued, and also believe Google is "very cheap" and a good buying opportunity despite recent stock performance. The creator also mentions positive momentum in NIPOS, iRhythm, and CoreWeave.
Sep 6, 2026
I Just Bought More of the Stock Everyone Slept On
The creator discusses the upcoming earnings week, focusing on Oracle and Adobe. Oracle's stock is down year-to-date and over the past year, with concerns about its negative free cash flow despite a large remaining performance obligation (RPO). Adobe's stock has also declined significantly, but it remains profitable with a strong PEG ratio, though the market anticipates slowing growth. The creator will also touch upon the Federal Reserve meeting and interest rates.
Sep 3, 2026
If You Own AI Stocks.. GET READY FOR A BIG CHANGE!
The creator discusses market movements, upcoming economic data, and specific company earnings. Key companies mentioned include Snowflake, Broadcom, Meta, Google, OpenAI, Nvidia, Palantir, Palo Alto Networks, CrowdStrike, Iren, CoreWeave, Netflix, Micron, and various fintech and AI-related stocks. The discussion touches on inflation, interest rates, and the performance of AI-driven semiconductor and cloud companies, with a particular focus on Broadcom's revenue growth and AI semiconductor projections.
Sep 1, 2026
Most Hated Name Is Starting to Move
The creator discusses the current market state, highlighting Micron's performance and touching on Amazon, Google, and Meta. They delve into the need for compute power, emphasizing the increasing efficiency of GPUs and AI models, using Nvidia as an example. The video also covers OpenAI's growth, potential revenue, and Meta's new AI model, Muse, suggesting it's a positive signal for the company.
Aug 30, 2026
I Just Bought $7,200 More of These 4 Stocks
The creator discusses the current market sentiment regarding potential rate hikes, upcoming earnings reports from major tech companies like Broadcom and Palo Alto Networks, and a significant US-Venezuela oil deal. The portfolio is currently underperforming the S&P 500 year-to-date, but the creator highlights specific stocks being followed for potential investment based on technical analysis and earnings outlook.
Aug 28, 2026
The Most Obvious Buy In The Market Right Now
The creator discusses two stocks, Netflix and Meta, as potential buys. For Netflix, the creator highlights a recent report about potentially hosting other streaming services, viewing it as a strategic move to increase engagement and advertising revenue without significant content spending. Despite a year-to-date stock decline, the creator believes Netflix is not expensive and has a fair valuation, though growth is slower than in the past. For Meta, the creator mentions its own ownership but a lack of recent additions due to wanting to see how its story unfolds.
Aug 27, 2026
Nvidia's Blowout Quarter Just Made These Stocks Massive Winners
The creator discusses Nvidia's strong earnings report and its positive impact on the semiconductor and cloud sectors. Nvidia's increased capex guidance is seen as a significant tailwind for chipmakers and cloud providers, particularly those with high return on invested capital. The video highlights specific Nvidia products and partnerships, suggesting substantial revenue growth potential.
Aug 25, 2026
My Biggest Concern Going Into Nvidia's Earnings Tomorrow
The creator discusses Nvidia's upcoming earnings report, highlighting market expectations for revenue and EPS growth, and compares Nvidia's valuation metrics to other tech giants. The video also touches on broader industry capex trends and mentions Michael Bur's bullish outlook on Nvidia, while also noting the stock's recent underperformance relative to its sector peers.
Aug 23, 2026
The Stock I'm Closest to Buying Right Now
The creator discusses the upcoming earnings week, focusing on Nvidia, Salesforce, and cybersecurity stocks like Crowdstrike and Sentinel One. They highlight Nvidia's potential price increases for AI servers and its investment in OpenAI, questioning the future of closed-source AI models. The creator also mentions owning Rubric and touches on Chinese names like Chagi.
Aug 18, 2026
The CEO Believes The Stock Can 10x From Here
The CEO of AppLovin (APP) believes the company has 10x potential, potentially reaching a trillion-dollar valuation within 5+ years if they can achieve over $30 billion in annual free cash flow. The stock has experienced a significant drawdown, down 57.4% from its 52-week high and 50% year-to-date, currently valued at $104 billion. The company has shown improving operating, free cash flow, gross profit, and net profit margins.
Aug 17, 2026
What Superinvestors Are Buying While Everyone Else Is Panic Selling
This video analyzes the quarterly SEC filings of famous investors and executives to understand their recent buying and selling activity. It highlights holdings in companies like Nvidia, AMD, Apple, Alphabet, and discusses Peter Thiel's concentrated portfolio focused on energy infrastructure to support AI data center growth, with a specific look at Vistra's valuation and growth prospects.
Aug 16, 2026
I Just Sold $9,700 of One Stock Here's What I Bought Instead
The creator discusses a strong week for their portfolio, outperforming the S&P 500. They review upcoming earnings reports, focusing on consumer sentiment, and touch on the Fed's rate cut probabilities. The video then shifts to a technical analysis of a few stocks, including Alphabet, Rocket Lab, and SoFi, with a particular emphasis on SoFi being undervalued.
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