The creator is buying more Nu Holdings (NU) shares due to its strong core business, potential US expansion, and reasonable valuation despite a CFO transition.
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This Stock Won't Stay Cheap For Longer
Couch InvestorJun 2, 2026
The creator discusses a recent market downturn in SaaS stocks, noting that many good companies are still fundamentally sound despite price drops. They mention taking profits on some holdings like Micron, Rocket Lab, and AMD, while holding onto others like Nvda and playing covered calls. A new position in Axon is being built. The video also touches on Google's proposed $80 billion equity capital raise for AI infrastructure and Berkshire Hathaway's investment in Alphabet.
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Tickers discussed in this post
Marvell is highlighted as a potential trillion-dollar company with strong demand, and its stock soared nearly 30% today.
Amazon's high capital expenditures and bond sale are noted as a comparison point for large tech companies' investment strategies.
Meta's stock is considered undervalued with a low P/E ratio, despite strong core business growth and significant investments in AI and AR/VR.
The creator has taken profits from Micron.
Alphabet (Google) is increasing capex and investing heavily in buildout, with Berkshire Hathaway investing $10 billion, suggesting it may not be overvalued.
The creator opened a position in Axon and intends to grow it, despite recent significant gains.
The creator has taken profits from AMD.
The creator has taken profits from Rocket Lab.
The creator has not taken profits on Nvidia (Nvus) and is employing a covered call strategy.
Salesforce (CRM) was down close to 4% in the recent market downturn.
Adobe was down 4.3% in the recent market sell-off.
Intuit was down close to 9% in the recent market downturn.
Datadog was down 3% in the recent market sell-off.
Accenture was down 5% during the recent market decline.
ServiceNow was down 6% in the recent market sell-off.
Palo Alto Networks was mentioned as being up after hours on an excellent quarter.
CrowdStrike was down 1.7% but is up after hours on an excellent quarter.
Google was down 3.8% and is planning an $80 billion equity capital raise for AI infrastructure, which could dilute shareholders.
Microsoft was mentioned as being down 4% in a recent market downturn.