Core Weave is mentioned as a good investment that the creator still owns.
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4 Stocks I'm Buying in May Here's Why
Couch InvestorMay 8, 2026
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.
Linked Mentions
Tickers discussed in this post
Nvidia's deal with IREN is analyzed.
Netflix is considered as an alternative investment.
Shopify is a potential buy despite high valuation, expected to benefit from AI tailwinds with strong fundamentals.
Skepticism around IREN due to missed deadlines and a potentially unfavorable Nvidia deal, suggesting the hype is unwarranted.
Marathon Digital's transition to AI cloud is promising with a large Nvidia contract, but past guidance misses warrant a hold until clarity emerges.
Cororeweave shows impressive revenue growth and a large backlog, but declining margins and operating income raise concerns about profitability.
Rocket Lab is a favorite with strong recent performance, justifying its premium valuation due to revenue growth and backlog.
SoFi is a buy despite lack of momentum, expecting TPV growth to outpace take rate slowdown.
Meta is an attractive buy around $600, despite market disapproval of its investment cycle.
Pagaya is down four.
Sea Limited was up significantly yesterday but is now down five.
The market did not like Toast's earnings report, leading to a sell-off.
Shift 4 is down 6.3% after being up 9% yesterday, likely due to market sentiment following Toast's earnings.
Rivian had a mixed reaction to its earnings report.
Cleveland-Cliffs is up substantially today.
Applied Materials is up substantially today.
AMD is up substantially today.
Qualcomm is up substantially today.
Micron is up substantially today.
Intel is up substantially today.
MercadoLibre is a great buying opportunity due to its consistent 30%+ revenue growth for 7 years and recent acceleration, despite short-term margin compression from strategic investments.