ServiceNow is up 18%, indicating positive performance in the software sector.
Source Post
5 Stocks to Buy While They're Cheap
Couch InvestorMar 15, 2026
The creator discusses several stocks, highlighting Nvidia as a potentially good opportunity despite its size due to strong growth and margins, and Mercado Libre as a favorite for its execution in Latin America. Reddit is presented as undervalued with strong growth potential, while SoFi is considered a no-brainer buy under $20 due to its execution and growth. Rubrik is also mentioned as a cybersecurity play with strong demand, though the creator already holds a position.
Linked Mentions
Tickers discussed in this post
Fortinet is mentioned as a cybersecurity name where free cash flow might be a better indicator than earnings.
Zscaler is mentioned as a cybersecurity name where free cash flow might be a better indicator than earnings.
CrowdStrike has reported earnings, with the creator noting good reports from cybersecurity companies.
Okta has reported earnings, with the creator noting good reports from cybersecurity companies.
Palo Alto Networks has reported earnings, with the creator noting good reports from cybersecurity companies.
Coherent is being added to the S&P 500.
Vertiv is being added to the S&P 500.
Lumentum is being added to the S&P 500.
EchoStar is set to join the S&P 500, which is noted as an interesting development.
Alphabet's free cash flow yield is decreasing due to increasing capex, as noted in a comparison with Nvidia.
Amazon's free cash flow yield is decreasing due to increasing capex, as noted in a comparison with Nvidia.
PayPal Holdings is being removed from the S&P 100, indicating a negative development for the company.
Intuit has seen significant gains, up 25%, suggesting a potential bottom for software names.
Meta is considering leasing a Deep Land expansion site in Texas, with Nvidia facilitating discussions, following the scrapped OpenAI/Oracle expansion.
Oracle's data center expansion plans with OpenAI have been scrapped, but existing projects remain on track, with quarterly figures due next Tuesday.
Rubrik is a high-demand cybersecurity company expected to report strong results, but the creator is holding their existing position due to the pre-earnings gamble uncertainty.
SoFi is a no-brainer buy under $20, consistently beating expectations and showing strong growth in revenue and EPS, with a clear path to higher fair value.
Reddit is considered undervalued with strong growth prospects, improving margins, and significant potential from its user base and data licensing.
Mercado Libre is a favorite for its strong execution in Latin America, consistent revenue growth, and investment in future growth despite short-term margin impacts.
Nvidia presents a good opportunity for long-term investors due to its continued growth and strong margins, despite its large valuation.