Creator Post Archive
Couch Investor
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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
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 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 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
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 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 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.
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