Mercado Libre is mentioned as a top holding in the creator's retirement portfolio, indicating a positive long-term outlook.
Source Post
Everyone Is Selling These Stocks. I'm Buying More
Couch InvestorMay 2, 2026
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.
Linked Mentions
Tickers discussed in this post
SoFi saw a rebound of nearly 5%, indicating a recovery from what the creator views as an overreaction in the previous day's trading.
Robinhood (Hood) experienced a rebound after a previous 'bloodbath', with a modest gain suggesting a recovery from an overreaction.
Amazon continues to show impressive growth across its segments, particularly AWS, and is positioned to become the first company to generate a trillion dollars in annual revenue.
Microsoft shows solid growth in its cloud and AI businesses, with strong demand for Azure and Copilot, making it a good, though perhaps less exciting, investment.
Meta is considered the most obvious pick and is significantly undervalued, with strong revenue growth and AI investments driving engagement and monetization.
Linked Signals
Tracked calls opened from this post
META
buy opened May 2, 2026
-1.83%