CoreWeave received an outperform rating with a raised price target of $67, but the analyst maintains long-term concerns despite near-term deal momentum, suggesting potential downside.
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5 Stocks I'm Most Bullish On After the Rebound
Couch InvestorApr 17, 2026
The creator discusses the recent stock market rebound, highlighting the strong performance of big tech companies like Nvidia, Google, Microsoft, Meta, Amazon, and Tesla. They also touch on the underperformance of cybersecurity and SaaS stocks, the acquisition of Globalstar by Amazon, and analyst ratings for Amazon and Robinhood. The video also covers Google's AI hardware strategy, bank earnings from Wells Fargo, Citigroup, BlackRock, and JP Morgan, and a DCF analysis of Microsoft. Finally, the creator expresses bullishness on fintech stocks like SoFi and Robinhood, despite their recent lagging performance, and discusses the strong performance of AI-related semiconductor stocks.
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Tickers discussed in this post
Despite Amazon's acquisition of Globalstar, AST SpaceMobile is not considered finished, as competition was always expected and potential partnerships with Amazon or Blue Origin remain possibilities.
Globalstar shareholders will receive $90 per share in cash or .3210 shares of Amazon, with the deal expected to close in 2027, integrating Globalstar's spectrum assets into Amazon's Leo network.
NextEra Energy (NEE) is up 76% since the end of March and is a high-conviction name for the creator, who is letting their position ride and would accumulate more if the price dips.
Micron is at a previous resistance level, and while it could be a double top, the company continues to grow extremely rapidly.
Despite fintech lagging, SoFi has seen an 18.3% stock increase from its bottom, representing an opportunity as the business has improved and the sector is expected to rebound.
Meta, now trading at $662 per share, is still considered a very good deal, especially with its new, highly competitive AI model, making the extra cost per share worthwhile.
Nvidia has seen a strong rebound towards $200 per share after trading sideways for seven months, with the underlying thesis remaining unchanged despite the price appreciation and shifting sentiment.
Microsoft's DCF analysis shows potential upside, with adjusted assumptions leading to a 20.2% upside in the probability-weighted fair value, indicating a realistic and conservative approach to valuation.
Robinhood has an outperform rating with a $130 price target, driven by crypto recovery, prediction market growth, and expansion into banking and advisory services.
Amazon is considered one of the best companies to own due to its expanding total addressable market, with the Globalstar acquisition and Apple partnership strengthening its satellite services and Leo network.