Creator Post Archive
Couch Investor
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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.
Aug 14, 2026
Best and Worst Earnings This Week. One Looks Like a Screaming Buy
The creator discusses recent earnings reports and upcoming ones, focusing on AI-related stocks like Super Micro Computer (SMCI), CoreWeave, and Nvidia. They highlight the volatility and short interest in some of these names, suggesting potential for significant pops if earnings are strong. The creator also touches on the market's tendency to question long-term growth for AI companies, comparing it to how other mature tech companies continue to grow.
Aug 13, 2026
Bill Ackman Just Bought 6 New Stocks
The creator discusses Bill Ackman's Pershing Square portfolio, highlighting six new stock additions: Visa, Mastercard, Netflix, S&P Global, Intercontinental Exchange, and Alcon. The thesis emphasizes buying undervalued, solid compounders with strong free cash flow, competitive moats, and minimal leverage, targeting companies with 15-20%+ EPS growth purchased below intrinsic value.
Aug 12, 2026
Forget Nvidia. This Is the New King of AI
The creator discusses the AI industry, highlighting strong quarterly results and guidance from Core and Nebus, which led to significant stock price increases. The focus then shifts to Nvidia, with the creator arguing against the idea that its dominance is ending, citing its strong growth prospects, consistent earnings beats, and a new strategic partnership to finance AI infrastructure, which is expected to further boost its ecosystem.
Aug 11, 2026
Sell These Stocks Before It's Too Late
The creator discusses the importance of understanding what you own in investing, especially when stocks experience significant drawdowns. Using Rocket Lab as a prime example, the creator highlights that even with strong revenue growth, a high valuation multiple can lead to stock price declines if future expectations are not met. The video touches on other large-cap tech stocks like Amazon, Apple, Nvidia, Meta, and Google, noting their historical 50% drawdowns.
Aug 9, 2026
I Just Sold Out of a Stock Completely. Here's What I Bought Instead
The creator discusses upcoming earnings reports for several companies including Rocket Lab, C Limited, and AMD. They also review recent portfolio moves, highlighting Nebus as the top holding and mentioning SoFi, AMD, Google, and Rocket Lab. The creator expresses a bullish sentiment on memory chip stocks like Micron and Sandisk, believing they are cheap and still growing significantly, despite potential margin concerns.
Aug 8, 2026
Could This Be The Most Controversial Multibagger Stock In The Making?
The creator discusses the concept of multibagger stocks, referencing Peter Lynch's insights from "One Up on Wall Street." While the episode focuses on a popular and currently overvalued company, the creator aims to make a case for its potential as a multibagger, exploring factors like earnings growth and potential multiple expansion, and contrasting this with the idea of buying during market panics when good companies are cheap.
Aug 6, 2026
This Stock Is in a League of Its Own. No Company Has Ever Done This
The creator discusses recent market moves and quarterly earnings reports from various companies including Google (Alphabet), Meta, and others. They detail selling their position in Shift4 due to underperformance and disappointing guidance, despite its cheap valuation, to reallocate cash to growing companies. The creator also touches on semiconductor stocks like SanDisk and Micron, and provides an update on Google's AI developments and leadership changes.
Aug 4, 2026
AMD Stock Is Crashing After Earnings. Here's Everything You Need To Know
AMD's stock experienced a significant drop after its earnings report, despite beating expectations. The creator highlights that the stock is still up year-to-date and has only retraced recent gains. While acknowledging AMD's strong growth potential, particularly in the latter half of 2026 and 2027 with the MI400 series, the creator contrasts its valuation with Nvidia's, suggesting Nvidia might be undervalued despite its larger market cap and higher trailing/forward P/E ratios. The creator notes AMD's high forward P/E compared to Nvidia's, and while AMD's data center revenue is growing strongly, client revenue is decelerating. Future free cash flow projections are positive, but the current valuation is a key consideration.
Aug 3, 2026
The Stocks I'm Ready to Buy on the Next Dip (a new one)
The creator discusses potential stock purchases on future dips, highlighting Palantir and Snowflake. They bought more Palantir shares before earnings due to a small existing position, despite the gamble of earnings reactions. Snowflake is mentioned as a quality company that, even at current prices, is not the most expensive when considering future revenue growth, with the creator believing analyst estimates are too low.
Aug 2, 2026
I Just Bought $5,200 of These 3 Stocks. Here's Why
The creator discusses a recent market event involving a leveraged fund that experienced significant losses, highlighting the risks of high leverage. The creator also touches upon upcoming earnings, hyperscalers, AI cloud investments, and a JPMorgan report. The video will also cover technical analysis of 12 followed stocks.
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