The creator mentions Amazon (AMZN) as another company that is not at its end, implying it's still a viable investment.
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Did You MISS Nvidia? The Next Winner Is Hiding in Plain Sight | Feat. Couch Investor
Sep 16, 2026
The creator discusses the potential for a new AI hardware winner beyond Nvidia and AMD, highlighting Entropic as a potential candidate with high growth prospects. They also touch upon market concerns like potential rate hikes and AI doomerism, contrasting them with strong current earnings and spending. The conversation shifts to macroeconomics, including inflation, energy prices, and the Federal Reserve's potential actions on interest rates.
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Nebius is highlighted as a focused AI name that the creator is betting on, with potential for significant revenue impact if it succeeds in its niche.
CoreWeave is mentioned as a focused AI name that investors might choose over diversified companies like Oracle, with its revenue impact being larger if it succeeds.
Broadcom is mentioned as a gigantic business with extremely high potential for future growth, but the creator does not express a strong current thesis.
Palantir is mentioned as a partner of Nvidia, contributing to the growth potential in the enterprise space for AI-related companies.
Robin Hood is mentioned as a fintech stock that has had a good run recently, but the overall fintech segment faces headwinds.
Oracle is mentioned in the context of a partnership with DLO for a new bank product, but no specific investment thesis is presented.
Nvidia is the creator's biggest bet, with 50% of their capital allocated to it, highlighting its primary importance in their portfolio.
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