Creator Post Archive
Couch Investor
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Jun 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.
Jun 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.
May 26, 2026
I'm Rotating Out of These Stocks. Here's What I'm Buying Instead
The creator discusses taking profits from Micron and AMD, while also considering new positions. They highlight SoFi as a recent purchase and mention looking at Shopify, Axon, and Reddit. The video contrasts the performance of Nvidia with other tech companies like AMD and Micron, discussing the potential impact of HBM on memory chip demand and pricing.
May 25, 2026
SpaceX at $2 Trillion Is Way Too Expensive. Here's What I'm Buying Instead
The creator discusses the upcoming SpaceX IPO, expressing concern about its high valuation. Instead of buying SpaceX at its projected $1.75-$2 trillion valuation, the creator suggests buying Rocket Lab, which is much smaller but is expected to move in tandem with SpaceX. The creator also analyzes SpaceX's revenue segments and capital expenditures, particularly in AI and cloud services, and notes the significant deal with Anthropic.
May 24, 2026
I'm Thinking About Buying Next Week. Here's My Full Plan
The creator discusses their portfolio's performance, highlighting gains over the S&P 500 year-to-date. They preview upcoming earnings reports for companies like Pony.ai, Zscaler, Marvell, Salesforce, Snowflake, Synopsys, HPQ, Dell, UiPath, MongoDB, Costco, Autodesk, SentinelOne, and Okta, noting the importance of the cybersecurity and software sectors. The creator also reviews their current holdings, including CoreWeave, PayPal, NVE, Rocket Lab, AMD, Google, SoFi, Micron, Meta, Oscar Health, DLocal, Rubric, Uber, Robinhood, Netflix, Nvidia, and Palantir, and mentions adding a share of Nvidia before its earnings report.
May 21, 2026
The Most Obvious Buy in the Market Right Now
The creator discusses the current market sentiment, particularly around AI and semiconductor stocks, noting that while many have performed well, some, like Palantir, have lagged despite strong long-term gains. The focus is on long-term investing strategy, advising against comparing portfolios and emphasizing the importance of owning good companies whose stock may temporarily decline. The creator also mentions Nvidia's earnings report and its immediate stock reaction.
May 18, 2026
Super Investors Are Buying These Stocks
This video analyzes Q1 portfolio changes of super investors, focusing on AI and US stocks. It highlights significant trims in China-related stocks and additions to AI infrastructure companies like Amazon and Nvidia, while noting some investors sold out of Microsoft and trimmed Nvidia.
May 14, 2026
Why SoFi Could Be Your Worst Stock Pick
The creator discusses SoFi's stock performance, highlighting its significant year-to-date decline despite strong business fundamentals and growth metrics. The discussion touches on the impact of interest rates, inflation data, and the company's financial health, suggesting that the market's negative sentiment may be overblown and that patient investors could be rewarded.
May 12, 2026
These Are the Stocks I'd Buy If They Drop Further
The creator discusses a market downturn, particularly in AI and semiconductor stocks, noting that despite some significant drops, it's not necessarily a "buy the dip" situation due to recent massive gains. They mention taking profits in several stocks including Google, Rocket Lab, Micron, and AMD, and discuss their strategy with Nebus via covered calls. The creator also touches on other sectors like financials and fintech, highlighting specific companies like SoFi, Robin Hood, and MercadoLibre, and expresses a potential interest in Shopify if it drops further.
May 11, 2026
I'm Up 274% on This AI Stock. Should I Sell Before Earnings?
The creator discusses their portfolio's strong year-to-date performance, outperforming the S&P 500. They highlight upcoming earnings for several companies, with a particular focus on NEBU$ and their strategy for managing this large, profitable position. The creator also reviews other top holdings like GOOGL and AMD, and mentions recent buys including RBLX, HOOD, and META.
May 8, 2026
4 Stocks I'm Buying in May Here's Why
The creator discusses several stocks, highlighting MercadoLibre as a strong buying opportunity despite recent price drops. They analyze MercadoLibre's consistent revenue growth, strategic investments impacting short-term margins, and its unique market position. Other stocks mentioned include Intel, Micron, Qualcomm, AMD, CLA, Applied Materials, Core, Nebu, Irene, Shift 4, Toast, Sel, Pagaya, and Block, with commentary on their recent earnings and market reactions.
May 7, 2026
The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next
The creator discusses the current state of the AI semiconductor memory market, noting a recent pullback after significant gains. They highlight the strong performance of names like SanDisk and Western Digital, and express a bullish outlook on the sector, owning Micron, AMD, and Core Reef. The cyclical nature of the memory business is acknowledged, but the creator believes current demand and the impact of HBM technology make this cycle different.
May 7, 2026
Adobe Executive Shares What The Market Is Getting Wrong
An Adobe executive discusses how the market is misunderstanding the company's strategy, particularly its integration of AI capabilities across its portfolio. The executive highlights growth in users, monetizable base, and customer expansion as key performance indicators, emphasizing the company's focus on execution and delivering transformative solutions.
May 7, 2026
AMD Is Up 20% After Earnings. Here's What I'm Doing Next
The creator discusses recent strong earnings reports from AMD, Uber, and Oscar Health, noting significant stock price increases for all three. While acknowledging the positive performance, the creator expresses caution about the overall market sentiment, suggesting it might be becoming overheated, especially in the semiconductor and memory sectors. The creator advises against chasing stocks that have already seen massive gains and suggests taking profits on existing holdings like Micron if comfortable, to potentially reinvest in undervalued names or hold cash for future opportunities.
May 7, 2026
It Might Be Time To Sell and Move On
The creator discusses PayPal's recent earnings report, highlighting concerns about management's communication and execution. Despite the company appearing undervalued on paper and showing some positive metrics like TPV growth, the repeated messaging and lack of tangible progress lead the creator to express a lack of trust and a potential sell sentiment. The analysis includes a discounted cash flow model with adjusted bearish assumptions, suggesting the stock price may already reflect the worst-case scenario but is held back by investor skepticism.
May 3, 2026
I Just Bought $4,700 More of These Stocks
The creator discusses their portfolio performance, highlighting significant gains in stocks like AMD and Micron. They express bullish sentiment on Meta, believing the market is undervaluing its profitability and growth potential, comparing it to Google's undervaluation last year. The video also previews upcoming earnings reports for several companies, including Palantir, DoorDash, and Walt Disney.
May 2, 2026
Everyone Is Selling These Stocks. I'm Buying More
The creator discusses recent quarterly earnings from major tech companies including Meta, Google (Alphabet), Microsoft, and Amazon. Despite mixed market reactions, the creator expresses strong bullish sentiment towards Meta, believing it is undervalued and poised for significant growth due to its AI investments and user engagement. Google is also highlighted as a strong performer in the AI race, while Microsoft and Amazon are seen as solid, albeit less compelling, investments.
Apr 29, 2026
SoFi Earnings: The Good and The Bad
The creator discusses SoFi's recent earnings report, noting that despite a decent quarter with revenue and EPS in line, the stock is down due to lowered expectations for rate cuts and a less impressive guidance raise than usual. The creator also touches on Robin Hood's performance and their own predictions for both companies.
Apr 28, 2026
OpenAI Is Struggling. Here's What It Means for Tomorrow's Earnings.
Semiconductor and AI stocks are experiencing a pullback following a Wall Street Journal report on OpenAI's struggles, which comes just before major tech earnings from Microsoft, Amazon, Meta, and Alphabet. The creator notes that a pullback was likely due to overbought conditions and that the OpenAI news may have served as a catalyst. The video also touches on fintech names like Robin Hood and cybersecurity stocks like Rubrik and Confluent.
Apr 25, 2026
Time to CASH OUT! 4 Stocks to SELL Before Earnings!
The creator discusses the strategy of selling or taking profits on stocks before earnings reports, especially for companies that have seen significant rallies. The rationale is to reduce risk, as even a small miss can lead to substantial price drops. The video mentions several companies that might be candidates for this strategy, including AMD, Rocket Lab, and Palantir, and also lists upcoming earnings reports for companies like Robin Hood, Visa, and Microsoft.
Apr 24, 2026
If This Market Drops Again, I'm Buying These 5 Stocks Immediately
The creator discusses stocks they would buy on a market dip, highlighting Nebius, SoFi, AMD, Rocket Lab, and Meta. They provide analysis on each company's growth prospects, valuation, and recent performance, expressing a desire to accumulate more shares if prices fall. The video also touches on the impact of AI on companies like Adobe and Figma.
Apr 24, 2026
The Most Hated Stock in My Portfolio Is About to Have Its Moment
The creator reviews quarterly earnings for TSMC and Netflix, noting strong performance from TSMC driven by leading-edge demand and a mixed quarter for Netflix impacted by a termination fee and softer Q2 guidance. The video also revisits PayPal, discussing its undervaluation, potential upside based on analyst models, and the impact of a new CEO and potential layoffs, advising a wait-and-see approach before the upcoming earnings report.
Apr 23, 2026
4 Stocks to Load Up on Before Earnings
The creator discusses the strategy of buying stocks before earnings reports, acknowledging the inherent risks and the market's forward-looking nature. They highlight concerns about business model shifts, particularly in software companies like Service Now, Adobe, and Salesforce, due to AI, leading to market caution and re-ratings despite current profitability. The video will focus on specific companies to consider buying before earnings, with Intel's upcoming report mentioned.
Apr 21, 2026
Should You Buy These 5 Stocks Before April 29?
The creator discusses upcoming earnings reports for several major tech companies, including Microsoft, Amazon, Meta, SoFi, Alphabet, Apple, and Qualcomm. The focus is on the market's reaction to these reports and potential impacts on stock prices, with a specific mention of Apple's CEO transition and its implications for innovation and business strategy.
Apr 19, 2026
I Went Through My Entire Portfolio This Week. Here's What I'm Buying Next
The creator reviews their portfolio's recent performance, outperforming the S&P 500. They discuss upcoming earnings reports for companies like United Health Group, GE Aerospace, RTX, 3M, Intuitive Surgical, United Airlines, Capital One, Interactive Brokers, Vertiv, GE Vernova, Boeing, AT&T, Elevance Health, Tesla, ServiceNow, IBM, Lam Research, Texas Instruments, Lockheed Martin, American Express, Nokia, and Intel. The creator also touches on market sentiment, interest rate cut probabilities for 2026, and the impact of positive headlines.
Apr 17, 2026
5 Stocks I'm Most Bullish On After the Rebound
The creator discusses the recent stock market rebound, highlighting the strong performance of big tech companies like Nvidia, Google, Microsoft, Meta, Amazon, and Tesla. They also touch on the underperformance of cybersecurity and SaaS stocks, the acquisition of Globalstar by Amazon, and analyst ratings for Amazon and Robinhood. The video also covers Google's AI hardware strategy, bank earnings from Wells Fargo, Citigroup, BlackRock, and JP Morgan, and a DCF analysis of Microsoft. Finally, the creator expresses bullishness on fintech stocks like SoFi and Robinhood, despite their recent lagging performance, and discusses the strong performance of AI-related semiconductor stocks.
Apr 15, 2026
Stocks to Sell Before It's Too Late
The creator discusses the psychological aspects of investing, emphasizing the importance of not selling stocks solely because the price has dropped, as long as the company's fundamentals remain strong. The video analyzes several companies, including Palantir, Mercado Libre, Robinhood, Meta, Micron, Rocket Lab, Shift4, The Trade Desk, and PayPal, to illustrate when selling might be justified (e.g., deteriorating fundamentals, loss of trust in management) versus when holding or even buying more is advisable (e.g., strong revenue growth, stable fundamentals despite market downturns).
Apr 15, 2026
This SoFi Stock Disconnect Wall Street Can't Explain
The creator discusses SoFi's current stock performance, highlighting a disconnect between its business execution and market valuation. They also touch upon Nebius's strategic partnerships and financing, and the potential SEC proposal for semi-annual earnings reporting. The primary focus remains on SoFi, with a detailed DCF analysis suggesting significant upside potential despite recent market headwinds.
Apr 15, 2026
The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next
The creator discusses the current market sentiment, noting a bounce in stocks that were previously causing panic, particularly in the SaaS and cybersecurity sectors. They analyze earnings reports and valuations for several major tech companies including Microsoft, Meta, Google (Alphabet), Amazon, Snowflake, ServiceNow, Salesforce, and Goldman Sachs, highlighting AI's impact on growth and infrastructure. While acknowledging potential upside for many software names, the creator remains cautious about a definitive market bottom, emphasizing the importance of upcoming earnings season and guidance for clearer direction.
Apr 15, 2026
Short Seller Attack on SoFi Stock
The creator discusses a short seller report targeting SoFi (SOFI), refuting its claims by highlighting management's stock purchases, positive analyst ratings, and the company's strong performance metrics. The creator believes the report is a short-term scheme and expresses confidence in SoFi's future growth, suggesting a potential buy opportunity at current levels.
Apr 15, 2026
Is This Crash Worth Buying?
The creator discusses the current market downturn, highlighting significant drops in major tech stocks like Meta, Microsoft, and Nvidia. They analyze Netflix's price increases and analyst ratings, and delve into the legal issues surrounding Meta and other social media platforms regarding user addiction. The video also touches on the cybersecurity sector's decline due to concerns about AI advancements, and provides a positive outlook on SoFi despite its stock performance, citing new business agreements and analyst support. The creator advocates for accumulating shares in strong companies trading at attractive prices during this market correction.
Apr 15, 2026
The Stock Market Is Being Played Right Now
The market is in a revaluation phase, making it difficult to generate profits this year. Geopolitical events and their impact on oil prices are causing volatility, influencing potential interest rate decisions. While some sectors like energy and big tech (Apple, Tesla) are showing strength, others like software are declining. The creator discusses specific companies like Nebius, Shift4, and DLocal, and also touches on Tom Lee's bullish outlook for the latter half of the year, despite current market uncertainties.
Apr 15, 2026
I Just Bought $3,700 More of These Stocks
The creator discusses their recent portfolio moves, including increasing their stake in SoFi and Meta, and considering a consolidation into Nu Holdings. They also cover upcoming earnings reports for companies like Micron and Duolingo, and analyze market data related to AI, tech stocks, and ETFs. The creator expresses a long-term bullish view on Mercado Libre despite a recent downgrade.
Apr 15, 2026
The Most Hated Name In the Market Right Now Is a Screaming Buy
The creator discusses several tech stocks, highlighting Microsoft and Meta as potentially undervalued despite market concerns. They analyze the recent sell-off in software and cybersecurity stocks, attributing it to AI disruption fears but suggesting these companies have strong defenses. Amazon is presented as a solid long-term investment due to its diverse operations and AI investments. CoreWeave is mentioned with a mixed outlook due to its debt and dilution concerns, with a preference for SoFi.
Apr 15, 2026
You Can't Go Wrong Buying These Stocks
The creator discusses the current market downturn, highlighting the significant drop in Super Micro Computer (SMCI) due to legal issues and contrasting it with Dell's performance. The video then shifts to a discussion of large-cap tech stocks like Microsoft, Meta, Google, Amazon, and Nvidia, suggesting they are safer investments than smaller, unprofitable companies due to their profitability and market dominance, especially in the context of AI growth. The creator also touches on broader market trends, ETF outflows, and the importance of individual investment strategies.
Apr 15, 2026
4 Growth Stocks Down Bad That Will Bounce Back Quickly
The creator discusses the current market volatility and expresses a long-term bullish stance on several growth stocks, including SoFi, Robinhood, Rubrik, and Alphabet (Google). Despite recent price drops, the creator believes these companies are fundamentally strong and poised for future growth, suggesting that now is a good time to buy or add to positions rather than sell.
Apr 15, 2026
Stocks I'm Buying and Selling Right Now
The creator discusses their portfolio performance, highlighting a shift in holdings from Duolingo and Pagaya to Nu. They express bullish sentiment on several tech stocks including Meta, Google, and Nvidia, and are accumulating shares in SoFi, DLocal, and Robinhood. The creator also touches on market sentiment, macroeconomic factors like interest rates, and the importance of a long-term investment perspective, referencing insights from Warren Buffett and industry professionals.
Apr 15, 2026
You Will Regret Not Buying SoFi Stock Under $18!
The creator discusses SoFi (SOFI) as a strong buy opportunity under $18, highlighting its rapid growth, expanding business segments, and positive brand recognition. They also briefly mention Oscar Health (OSCR) as a potentially undervalued stock due to insider buying and positive future revenue expectations.
Apr 15, 2026
The Most Obvious Buy in the Stock Market
The creator discusses several big tech stocks, including Meta, Google, Amazon, and semiconductor companies like Micron and Nvidia. For Meta, despite recent legal setbacks and increased CAPEX, the creator views it as a potential "buy the dip" opportunity due to its strong core business and attractive valuation. The discussion on Google's Turbo Quant technology suggests it could increase demand for memory chips from companies like Micron and SK Hynix, rather than decrease it. Amazon is presented as a stable, long-term investment with various growth drivers, offering upside potential across different scenarios.
Apr 15, 2026
Something Big Is About to Happen to the Stock Market
The creator provides a portfolio update, noting a strong performance for the week but a year-to-date decline. They discuss macro data, market comparisons to the dot-com bubble, and the impact of oil prices. The creator also touches on OpenAI's investor returns, potential IPOs like SpaceX, and mentions several stocks they are holding or considering adding to, including Nu, Robinhood, and Oscar Health. The video concludes with sports and entertainment recommendations.
Apr 15, 2026
Everyone Hates This Stock. I Think It's a Screaming Buy
The creator discusses Meta (META) as a potentially undervalued stock, comparing its current situation to Meta in 2022. Despite significant investment in AI infrastructure and potential risks like AI model delays and layoffs, the creator presents a probability-weighted valuation suggesting a 34% upside. The discussion also touches upon the new Nebius (NVDA) infrastructure agreement with Meta, which involves significant pre-payments.
Mar 15, 2026
Is It Time to Sell My Favorite Stock?
The creator analyzes Alphabet (Google), discussing its valuation, free cash flow concerns due to increased capex, and growth drivers like Google Cloud and YouTube. Despite potential headwinds in free cash flow projections, the creator highlights strong revenue growth and insider buying as positive signals. The analysis includes DCF models with varying assumptions, ultimately concluding that while Google may not be as cheap as PE multiples suggest, it remains an excellent company that the creator has no intention of selling.
Mar 15, 2026
10 Top Stocks to Buy In February
The creator discusses the current market rotation away from tech and into more traditional sectors, but argues that high-quality tech companies are now trading at attractive valuations. The video highlights ten stocks, including Microsoft, Nvidia, Alphabet, Amazon, Meta, Uber, Netflix, SoFi, Reddit, and MercadoLibre, analyzing their buy theses, risks, and financial metrics. The creator believes many of these tech names are undervalued and present good long-term investment opportunities.
Mar 15, 2026
I Keep Buying This Stock, Here's Why
The creator discusses SoFi (SOFI), highlighting its current undervaluation despite significant business growth over the past few years. They present multiple discounted cash flow analyses and financial metrics to support a bullish outlook, noting that the CEO recently purchased a substantial amount of stock. The creator believes SoFi is an attractive investment at its current price.
Mar 15, 2026
5 Stocks to Buy While They're Cheap
The creator discusses several stocks, highlighting Nvidia as a potentially good opportunity despite its size due to strong growth and margins, and Mercado Libre as a favorite for its execution in Latin America. Reddit is presented as undervalued with strong growth potential, while SoFi is considered a no-brainer buy under $20 due to its execution and growth. Rubrik is also mentioned as a cybersecurity play with strong demand, though the creator already holds a position.
Mar 15, 2026
I Completely Sold Out of This Stock
The creator discusses their portfolio performance, highlighting a significant drawdown in high-growth tech stocks while the S&P 500 remained flat. They detail selling out of Alibaba due to anti-China headlines and adding to other positions like Netflix, Robin Hood, SoFi, Uber, Oscar, Shift 4, Rubric, Meta, and Pagaya. The video also touches on upcoming earnings reports for various companies, market data trends, and a comparative analysis of Toast and Shift 4's performance.
Mar 15, 2026
3 Stocks I Think Are Undervalued Now
The creator discusses market volatility and highlights three undervalued companies: Meta, Oscar Health, and Adobe. Meta is seen as a profitable money-printing machine with potential for multiple expansion due to AI. Oscar Health is praised for its strong guidance and tech-driven approach, despite political risks. Adobe's stock is down due to growth concerns and AI narrative, but its profitability and continued growth suggest potential upside. The video also briefly touches on CrowdStrike, Wix, and UiPath, noting their recent performance and outlooks.
Mar 15, 2026
These 10 Stocks Could Make or Break Your Portfolio
The creator discusses the bull and bear cases for several software, fintech, and tech companies, including Salesforce, Adobe, Duolingo, Shift4, Space Mobile, Amazon, AMD, PayPal, Snap, and Rubrik. The analysis focuses on growth, profitability, market position, and competitive landscape, with a view on whether current valuations present buying opportunities.
Mar 15, 2026
3 Growth Stocks Won't Be This Cheap For Long (I Might Buy One)
The creator discusses several growth stocks, including UiPath, Rubrik, Sea Limited, Nu Holdings, and DLocal. They analyze earnings reports, growth prospects, and market sentiment for each. The creator expresses potential interest in buying Nu Holdings and accumulating more DLocal shares if the price remains stable, highlighting their strong growth potential despite short-term market reactions.