Workday is a holding in the IGV ETF, which is down.
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I Just Bought $4,700 More of These Stocks
Couch InvestorMay 3, 2026
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.
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Tickers discussed in this post
Take-Two Interactive is a holding in the IGV ETF, which has recently fallen.
DataDog is listed as a holding in the IGV ETF, which is down.
Electronic Arts is listed as a holding in the IGV ETF, despite being a private company.
Autodesk is mentioned as a holding in the IGV ETF, which is down.
Fortinet is a holding in the IGV ETF, which has recently fallen.
ServiceNow is a component of the IGV ETF, which has seen recent declines.
Cadence Design Systems is a holding in the IGV ETF, which is down.
Synopsis is mentioned as a holding within the underperforming IGV ETF.
Adobe is a holding in the IGV ETF, which has experienced recent declines.
Intuit is listed as a holding in the IGV ETF, which is down.
Palo Alto Networks is a holding in the IGV ETF, which is currently underperforming.
Salesforce is listed as a component of the IGV ETF, which is down.
Oracle is a significant holding in the declining IGV software ETF.
Apple, while less 'sexy', is highly profitable with strong services revenue and cash flow, supported by an insane install base.
Microsoft is another amazing company performing extremely well.
Amazon's AWS continues to grow rapidly, demonstrating the attractiveness of large, profitable companies.
Google's cloud revenue and backlog are strong, making it an amazing business.
Previously took a loss on Duolingo; waiting to see if their strategy of member value leads to monetization.
Rocket Lab needs to fall significantly to be considered for buying over SoFi.
Waiting to add to SoFi position around $16 after upcoming earnings week.
Creator is still bullish on Reddit after a very good earnings report.
Grab is reporting earnings on Monday after the close.
Coherent is reporting earnings on Wednesday after the close.
CVS is reporting earnings on Wednesday before the open.
Hut 8 is reporting earnings on Wednesday before the open.
Arista Networks is reporting earnings on Tuesday after the close.
Astera Labs is reporting earnings on Tuesday after the close.
AMC is reporting earnings on Tuesday after the close.
Cipher Mining is reporting earnings on Tuesday before the open.
Shopify is reporting earnings on Tuesday before the open.
PayPal is reporting earnings on Tuesday before the open.
Fastly is listed as a stock reporting earnings on Wednesday after the close.
Apple is listed as a stock reporting earnings on Wednesday after the close.
Axon is listed as a stock reporting earnings on Wednesday after the close.
IonQ is listed as a stock reporting earnings on Wednesday after the close.
ASML is listed as a stock reporting earnings on Wednesday after the close.
DoorDash is listed as a stock reporting earnings on Wednesday after the close.
SoundHound AI is listed as a stock reporting earnings on Thursday after the close.
Rocket Lab is listed as a stock reporting earnings on Thursday after the close.
Rocket Companies is listed as a stock reporting earnings on Thursday after the close.
Mercado Libre is listed as a stock reporting earnings on Thursday after the close.
CrowdStrike is listed as a stock reporting earnings on Thursday after the close.
McDonald's is listed as a stock reporting earnings on Thursday before the open.
Celsius is listed as a stock reporting earnings on Thursday before the open, potentially the most important one.
Snap is listed as a stock reporting earnings on Wednesday after the close.
ARM is listed as a stock reporting earnings on Wednesday after the close.
Walt Disney is listed as a stock reporting earnings on Wednesday before the open.
Uber is listed as a stock reporting earnings on Wednesday before the open.
Coinbase is listed as a stock reporting earnings on Thursday after the close.
Datadog is listed as a stock reporting earnings on Thursday before the open.
Norwegian Cruise Line is reporting earnings on Monday.
Super Micro Computer is listed as a stock reporting earnings on Tuesday.
Creator increased their position in Unity by nearly 13%.
Creator holds a few shares of Nvidia.
Creator mentions Roblox as a stock that dropped but rebounded above $16.
Creator's Micron position is up nearly 500%.
Creator increased their position in Robin Hood by 10.8%.
Creator holds one share of Palantir, which is up 16.85%.
Creator maintains a PayPal bull spread position with long-dated calls.
Creator holds Novo Nordisk and is waiting for its earnings report on May 13th.
Creator highlights Google (Alphabet) as a past undervalued stock that has performed exceptionally well.
Creator believes Meta is undervalued by the market due to its profitability and growth, increasing their position.
Creator has high expectations for AMD's upcoming earnings and believes they will beat estimates.
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