Google is a buy due to expected strong earnings driven by accelerating Google Cloud growth and margin expansion.
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4 Stocks to Load Up on Before Earnings
Couch InvestorApr 23, 2026
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.
Linked Mentions
Tickers discussed in this post
PayPal is a potential buy due to a new CEO, low expectations, and potential for significant layoffs.
Amazon is a buy and forget name, with expected short-term headwinds from logistics costs and data center issues.
Mercado Libre is investing heavily, impacting short-term margins, but its long-term growth and market position are strong.
Extremely bullish on SoFi's earnings potential and guidance revision, expecting share price appreciation.
Meta is a must-have stock with an attractive valuation, making it a buy even before earnings.
Intel is reporting earnings this week, but the creator is not covering it in this specific video.
Salesforce's business model is changing, and the market is waiting to see if this quarter's performance will satisfy investor concerns.
Adobe's business model is shifting, and the market is cautious about adoption speed and future profitability.
Service Now faces concerns about its subscription model's future due to AI, leading to market caution.