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Signals Updates YouTubers History Scorecard

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Couch Investor

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Couch Investor

@CouchInvestor90 videosEnglish channel

2026-10-051 video

2026-10-05

The Best AI Buying Opportunity I've Seen in Months Is Hiding Here

The Best AI Buying Opportunity I've Seen in Months Is Hiding Here

6 bull · 0 bear · 0 neutralYouTube

NVDA AMD AVGO NBIS

Geopoliticspositive for stocksThe first-round election results in Brazil are always good for business and the broader economy, which has driven South American names such as NU, MELI, and DLO sharply higher.Source
NVDAbullishlong-termNvidia has underperformed year to date with a 25% drawdown, but the host is increasing his personal position; forward PE is 20.8x and if 2028 EPS reaches $30, a 20x multiple implies a $600 share price versus the current $360.Source
AI Capexpositive for stockslong-termThe host expects a huge amount of growth in AI capex, especially AI ASICs and AI semiconductors, over the next couple of years; leaders in the segment will see their businesses explode, underpinning Broadcom's $115B fiscal 2027 AI revenue target.Source

AMDbullishAMD has run up significantly and is more expensive than Broadcom and Nvidia, but the host still believes it has many tailwinds ahead and that analyst expectations for AMD are a bit too low.Source
AVGObullishlong-termBroadcom is the host's best risk/reward name for the next three years; AI revenue is set to double to $115B in fiscal 2027 and again to $230B in fiscal 2028, margins are improving, and the DCF probability-weighted price is $527, 46% above the current price. He has put $15,000 into the position and plans to add more.Source
NBISbullishlong-termFor NBIS, the host finds analysts' assumption that revenue will only grow 10% from 2029 to 2035 strange, and believes that if the company builds a software/services business around its offering, it will be able to charge a premium over competitors.Source

GeopoliticsAI Capex

2026-10-041 video

2026-10-04

I Just Bought $8,000 of These 2 Stocks. Here's Why

I Just Bought $8,000 of These 2 Stocks. Here's Why

17 bull · 0 bear · 2 neutralYouTube

CRWV MU GOOGL RKLB SOFI AMZN+10

AI Capexpositive for stockslong-termAI capital expenditure demand remains strong, with massive backlogs, connected energy and active power supporting a bullish view on the AI capex theme.Source
CRWVbullishlong-termCoreWeave remains an undervalued and underappreciated AI infrastructure name with an insane backlog, connected energy and active power; it just needs a sentiment change. The host holds 2028 call options and added money, showing strong conviction.Source
GeopoliticsneutralUS midterms might impact the stock market and oil prices are uncertain; if oil continues to come down, it may affect rate hike projections and shift overall market sentiment, but the host gives no clear direction.Source

MUbullishlong-termMicron is flat but extremely cheap, with a forward PE of just 6.1; the December share buyback announcement is a major catalyst, and analyst projections are too low given the incredible free cash flow, so the host is bullish over the next couple of quarters.Source
GOOGLbullishAlphabet is basically at the same price again, marking an accumulation area, which implies value in accumulating at current levels.Source
RKLBbullishmid-termRocket Lab is slowly gaining momentum, closing near $74 and leaving the $60 area; for long-term shareholders, the $60s remain a buying zone, and a new Electron contract will keep growing the backlog.Source
SOFIbullishshort-termSoFi is under pressure from macro, not its business, and remains a major buy zone for long-term investors as the company keeps growing, though short-term investors may find it painful.Source
AMZNbullishlong-termAmazon is in an accumulation zone like Google, fluctuating between $240 and $255; the host views it as one of the best places for the future where investors can sleep well at night.Source
METAbullishlong-termMeta had amazing weeks and is now pulling back slightly to $728; the $680–$710 area would be a buying zone, and the host still views it as undervalued for the future.Source
NUbullishlong-termNu took a hit on Monzo acquisition rumors, then clarified it is focused on core markets and US expansion, recovering a bit; the host sees it still in the buy zone as an amazing company for the foreseeable future.Source
NBISbullishmid-termNebius is one of those names that keeps crushing it; it is the host's number one position at 21% of the portfolio, and a pullback to $200–$215 would be great, though it can swing 10% in a day.Source
RDDTbullishlong-termReddit is under pressure but undervalued and the market awaits a catalyst such as a new AI data licensing deal; the host owns it with a low allocation and believes the company will keep growing revenue, profits and ARPU.Source
AXONbullishlong-termAxon is still in a very good buying area in the low 400s; it remains expensive but less so than before, and is an amazing company benefiting from AI adoption.Source
MELIbullishlong-termMercadoLibre, once near $2,000, has now pulled back to under $1,700, a perfect buying zone; for the long run, it is a great pickup.Source
GeopoliticsneutralBrazil elections could impact the stocks of MercadoLibre and Nu in the short term, but in the long run the host does not think it makes a difference.Source
UBERbullishmid-termUber is a very profitable and undervalued name still in the same buying/support zone just under $70; the market is pressuring it over AV adoption and the Delivery Hero integration, but the host sees it as cheap in this market.Source
AVGObullishshort-termBroadcom is a fresh position at 2.46% of the portfolio; the host will probably add more pretty soon and increase exposure especially if prices and valuations stay at current levels.Source
NVDAbullishlong-termThe host purchased 26 shares of Nvidia (~$6,000 extra) and thinks of it as a lucrative cash position; he will definitely keep increasing the Nvidia position from time to time.Source
NFLXbullishmid-termNetflix is under pressure, but it is cheap, undervalued and very profitable; the host views it as a value play, having sold half and keeping half purely on valuation while awaiting the next earnings report.Source

AI CapexGeopolitics

2026-09-301 video

2026-09-30

The Market Is Getting Micron Completely Wrong

The Market Is Getting Micron Completely Wrong

4 bull · 0 bear · 7 neutralYouTube

MU WDC AVGO AMD NVDA GOOGL+2

MUbullishlong-termMicron is extremely undervalued, trading at just 7.2x forward earnings with record cash flow and revenue. This cycle is different from prior ones, with no huge revenue drop seen in 2029 or 2030, and the company is well positioned even for a down cycle. The host still owns his position and finds the low multiple unjustified.Source
WDCneutralWestern Digital trades at a higher multiple than Micron, and the host questions why it gets a higher multiple, calling it nonsensical, but gives no direction on WDC.Source
OtherneutralSanDisk has a trailing P/E higher than Micron but a low forward P/E; the host uses it as another example of cheap memory names, with no direction given.Source

AVGObullishlong-termBroadcom remains undervalued, with visibility for AI revenue to double to $115 billion next year and then double again to $230 billion. The host initiated a position last week and wants to grow it.Source
AMDneutralAMD was mentioned as one of the names whose investors know compute demand will not disappear, but the host gave no specific direction on AMD.Source
AI Capexpositive for stockslong-termEven if OpenAI or Anthropic stop growing, the need for compute will not disappear and will flow to other players such as open source models, so AI capex demand remains intact.Source
Otherneutralshort-termPerception is very important in today's market; in the short run, stocks move based on whether models are good and growth is accelerating. As 2027 approaches, perception shifts can cause stocks to hit before fundamentals change.Source
NVDAbullishlong-termNvidia's business can still double and it can remain the number one player for the foreseeable future. The host has positioned himself in Nvidia and notes perception changes can drive the stock.Source
GOOGLneutralGoogle's perception changed after its new model release, with shares up 1.34% after hours and the stock doubling in a year; the host cites this to show perception drives short-term moves, with no forward direction.Source
METAneutralMeta rose about 30% in a week to a week and a half; the host cites this as evidence that perception changes can rapidly move stocks, with no forward direction.Source
MSFTneutralMicrosoft did the same, rising about 35% from the bottom; the host cites this as evidence of perception-driven moves, with no forward direction.Source

OtherAI Capex

2026-09-291 video

2026-09-29

Why This 'AI Loser' Is Actually a Massive Buy

Why This 'AI Loser' Is Actually a Massive Buy

4 bull · 0 bear · 1 neutralYouTube

GOOGL MSFT META VOYG

GOOGLbullishmid-termAlthough the market views Alphabet as an AI loser because its Gemini models temporarily trail competitors, its core business (search, cloud, cash position) is actually very strong. With the release of Gemini 4 set to shift perception, the stock can return to $400 sooner rather than later.Source
MSFTbullishMicrosoft also has distribution and core profitability, putting it in an amazing spot especially in enterprise.Source
OtherneutralOpenAI released an assistant called dots at its dev day, but it is currently only available to higher-tier users, which suggests OpenAI may lack the compute needed to serve all its users.Source

METAbullishMeta, with its massive distribution, cash, and core profitability, is rapidly rolling out AI products like Muse for small business and enterprise, answering questions about AI monetization and putting it in an amazing spot.Source
VOYGbullishlong-termVoyager (VOYG) is currently worth only $2 billion but has formed a strategic partnership with Anduril and collaborates with giants like Palantir, Lockheed Martin, and Mitsubishi. Management aims for $10 billion enterprise value by 2030, and the host thinks it can become a $10 billion company over the next couple of years, a 5x from current levels.Source

Other

2026-09-271 video

2026-09-27

I Just Bought $15,000 of a New Stock. Here's Why I Sold 3 Others

I Just Bought $15,000 of a New Stock. Here's Why I Sold 3 Others

14 bull · 0 bear · 6 neutralYouTube

MU GOOGL RKLB SOFI AMZN META+14

MUneutralshort-termThe host expects Micron (MU) to beat earnings across the board, citing unprecedented revenue and free cash flow growth, the scale of the business, and a likely large buyback once restrictions end; he does not explicitly state a price direction or target.Source
GOOGLbullishmid-termAlphabet (GOOGL) is still in the same area as last week, with main support at $334, resistance at $350, and a deep-value buy zone around $318-$326; the host says it is basically in the buy zone.Source
RKLBneutralmid-termRocket Lab (RKLB) is close to the previous resistance point, with a prior bargain floor in the low $60s and the week closing near $74; the host has no issue with it staying around that area until getting closer to a potential Neutron launch, but gives no direction.Source

SOFIbullishmid-termSoFi (SOFI) has resistance at $17.37 and support at $15.81, with the main buying zone between $15.80 and $16.80; at $16.05 it is back under $17 and inside the buy zone.Source
AMZNbullishlong-termAmazon (AMZN) is sitting at support with resistance around $256; the host calls it a tremendous, boring business to buy, with a growing total addressable market and strong AI exposure via AWS and its own chips, and says it will do very well.Source
METAbullishlong-termMeta (META) finished the week at $751 after rising quickly, with a buy zone of $680-$710 and support at $634; despite the move, the host still thinks it is undervalued for long-term investors.Source
NUbullishlong-termNu Holdings (NU) is reportedly in talks to acquire UK fintech Monzo for around $8-$10 billion; resistance sits above $14 with support near current levels, and the host thinks long-term investors are still in a buy zone.Source
NBISbullishmid-termNebius (NBIS) continues to do well and is best-in-class; support is around $315, with a buy zone of $215-$230 and potential to go as low as $200, reflecting extreme volatility where it could reach $300 or fall just under $200.Source
RDDTbullishmid-termReddit (RDDT) does not move much and is in the buy zone, with resistance a bit higher at $166; the host is still waiting for a catalyst from AI licensing deals.Source
AXONbullishmid-termAxon (AXON) is still under pressure on valuation and stock price but is in the buy zone; resistance is now at $506, with a deep-value bargain floor around $400, and it closed the week at $430.Source
MELIbullishlong-termMercadoLibre (MELI) is trying to get back into a big buy zone and is currently between $1,720 and $1,760, with resistance at $1,838 and real bargain prices closer to $1,700 or a bit under; the host doubts it makes a big difference for long-term shareholders.Source
UBERbullishlong-termUber (UBER) is under pressure and does not move much, with support just under current price and resistance closer to $75; it is in the main buying zone of $67.50-$70.50, and for a business that generated $10 billion in free cash flow over the last 12 months the host thinks it is quite cheap.Source
NFLXneutralThe host cut his Netflix (NFLX) position by close to 50% purely on valuation, keeping half; he says it is better than sitting in cash, but if the stock drops more cash would be better, so no direction is stated. Resistance is around $77, closer to $80.Source
AMDneutralThe host trimmed AMD (AMD) by 23.5% at $601 on valuation because he thinks a lot of the expected growth is already baked into the price; he still allows it could go much higher, so no direction is stated, and he keeps a position.Source
RBRKneutralThe host cut Rubrik (RBRK) by 18.18% at around $114 for the same valuation reason as AMD; as much as he likes the company, it is getting very, very expensive at these prices, and no direction is stated.Source
AVGObullishlong-termThe host bought 43 shares of Broadcom (AVGO) at $352 as a new 2.4% position. It has done nothing year-to-date despite high growth, trades at 20.4x forward earnings with a 0.5 PEG, and AI revenue is expected to double to $115 billion and then $230 billion; he thinks the valuation makes no sense and the move is justified.Source
NVDAbullishlong-termNvidia (NVDA) is viewed by the host as a no-brainer for the future and a buy-and-hold-forever name at the forefront of everything AI; valuation is attractive at 18.7x forward earnings with a 0.5 PEG, and he will add, even though its $5.4 trillion size may be intimidating.Source
AAPLneutrallong-termThe host uses Apple (AAPL) as an analogy: it trades at 30x earnings, is not a super high-growth company, but can be used as a cash-like position with big buybacks and a small dividend, and holding it is low-stress; no direction is stated.Source
DLObullishlong-termThe host names DLocal (DLO) among holdings that do not depend on the AI super cycle, and says he thinks they will do well for the future regardless of whether the super cycle continues.Source
OSCRbullishlong-termThe host names Oscar Health (OSCR) among holdings that do not depend on the AI super cycle, and says he thinks they will do well for the future regardless of whether the super cycle continues.Source

2026-09-251 video

2026-09-25

The Market May Be Wrong About These 2 AI Stocks

The Market May Be Wrong About These 2 AI Stocks

3 bull · 0 bear · 6 neutralYouTube

AMD NVDA AVGO META TSM

AMDbullishmid-termAMD has provided mid-term targets, and the host believes that if a company gives mid-term targets, it will achieve and possibly exceed them, showing confidence in AMD's execution.Source
NVDAneutrallong-termNvidia (NVDA) is described as "a bit of the same story" as Broadcom with low valuation and strong growth, but faces pressure from custom ASICs and margin headwinds from high memory costs. No explicit bullish or bearish direction is stated.Source
Otherneutrallong-termOne risk for Nvidia is that customers start building and buying custom ASIC solutions, creating competitive pressure.Source

Otherneutrallong-termBroadcom faces concentration risk towards Anthropic and OpenAI, as these two large AI players may not have enough cash in the future to fulfill their compute commitments.Source
Otherneutralmid-termAs more supply comes online and memory prices come under control, margins for these semiconductor businesses should recover.Source
AI Capexneutrallong-termCapex growth for big tech hyperscalers will slow after 2027, no longer growing 40-50%, but the total dollar amount will still grow from $1.4 trillion to $1.6 trillion, an extra $200 billion flowing to players.Source
AVGObullishlong-termBroadcom (AVGO) trades at a low valuation (20.5x forward earnings, PEG 0.5) despite strong AI revenue growth guidance ($115B in fiscal 2027, doubling to $230B the year after). The speakers find Broadcom extremely interesting, with one changing his mind to favor it, citing AI chip partnerships with customers like META, strong cash flow, and supply chain advantages.Source
METAbullishlong-termMETA is working with Broadcom on AI chips, with a rapid cadence of chip development (roughly one every six months). If META maintains strong AI innovation dynamics, it could build even more chips, indicating a bullish view on its AI chip efforts.Source
TSMneutralTSMC (TSM) will not allocate all capacity to Nvidia but will proportionally supply different players, which helps companies like Broadcom secure supply chain share.Source

OtherAI Capex

2026-09-241 video

2026-09-24

SoFi Is Down 40%. Here's the Truth About The Situation

SoFi Is Down 40%. Here's the Truth About The Situation

2 bull · 0 bear · 5 neutralYouTube

ORCL SOFI NU HOOD META

ORCLneutralOracle looks cheap on paper, but it carries a huge amount of debt and has no free cash flow; major data center delays could affect its future free cash flow profile, and debt repayments will not slow down anytime soon. Rising cost of capital is why the stock is down today.Source
ValuationneutralFrom a valuation standpoint, the host believes the biggest companies — including big tech, certain semiconductors, and financials — are certainly not overvalued across the board. Macro is keeping these names down, and the environment is not comparable to 2021, 2022 or the dot-com bubble.Source
SOFIbullishlong-termThe host still owns every share of SoFi he bought and has zero plans to sell. He notes the business is performing very well (revenue, members, deposits and lending all growing strongly) and valuation is cheap (forward P/E around 22.6 and PEG 0.6), with the horrendous year-to-date stock drop driven purely by macro. Following past patterns, the stock may stay stuck between $16 and $20 for the next two quarters, but once it gets back above $20, sentiment will flip.Source

NUneutralThe host views Nu as a tremendously well-run, very good business: first billion-dollar profit quarter, 39% FX-neutral revenue growth, ROE of 33%, close to 140 million customers, and expansion in Mexico and the US. However, the stock is under pressure from macro and its own heavy investments; he stresses it is one of the best fintech names and that stock pressure does not mean it is a bad company, but he gives no explicit price direction.Source
HOODneutralThe host believes HOOD is a very good business to own, with strong revenue growth, successful prediction markets driving diversification and offsetting the crypto drop, plus important execution and leadership. However, he gives no explicit price direction, only saying the company will be fine if it continues executing.Source
Fed Policyneutrallong-termThe host says companies like SoFi would be a much better business if the Fed cuts rates and inflation comes down, possibly in 2027, but he explicitly remains unsure whether that will happen.Source
METAbullishlong-termThe host is bullish on META, calling it still undervalued and saying that without Muse it should already be above $800. He highlights the Meta Connect announcements (Muse AI with voice and real-time video, FDA-cleared hearing-aid glasses, new Ray-Ban Gen 3, VR glasses, and partnerships) as the start of something huge and one of the most successful AI product launches since ChatGPT.Source

ValuationFed Policy

2026-09-221 video

2026-09-22

Is It Finally Time To Sell AMD?

Is It Finally Time To Sell AMD?

5 bull · 0 bear · 6 neutralYouTube

AMD AVGO NVDA NFLX MU META

AI Capexneutrallong-termAI capex is over $1 trillion this fiscal year and expected to exceed $1.4 trillion in fiscal 27, still growing rapidly, though the growth rate is expected to slow sharply in fiscal 28 to $1.6 trillion; this spending drives growth for semiconductor and AI infrastructure names.Source
OtherneutralSamsung is mentioned as a non-US-listed memory maker that will grow from the AI capex super cycle; the host gives no price direction for it.Source
OtherneutralSK Hynix is mentioned as a non-US-listed memory maker that will grow from the AI capex super cycle; the host gives no price direction for it.Source

AMDbullishlong-termAMD is expected to see accelerating revenue and free cash flow growth, driven by data center graphics processors and server central processors; although the stock is expensive on about 55x forward earnings, the probability-weighted DCF implies roughly 12-13% upside, and the host has owned the stock for a long time and is happy with its performance, though he is considering taking profits and reallocating.Source
AVGObullishBroadcom (AVGO) is expected to grow faster than AMD and benefits from the AI capex super cycle; the host is considering closing out his Netflix position to allocate to Broadcom, or opening a new Broadcom position.Source
NVDAbullishlong-termNvidia is expected to grow faster than AMD and benefits from the AI capex super cycle; the host owns a small position and is considering making it a much bigger position because on paper it makes more sense than AMD.Source
NFLXneutralThe host is considering closing out his Netflix position to allocate capital to Broadcom or Nvidia; he expresses no view on Netflix's own fundamentals or price direction.Source
MUbullishshort-termThe host is considering buying more Micron (MU) before its earnings report as one of his capital reallocation options; he also notes Micron will benefit from growth driven by AI capex.Source
METAbullishshort-termThe host is considering buying even more Meta (META) right now as one of his capital reallocation options; he also notes the strategic partnership with AMD will deploy many graphics processors, but gives no specific price target.Source
Fed PolicyneutralThe host plans to keep cash and allocate to fintech names when the rate environment improves; he will gauge this from the bond market and energy prices, which affect the Fed's decision.Source
OtherneutralThe host mentions possibly allocating cash to fintech names when the rate environment improves; he gives no specific ticker or price direction.Source

AI CapexOtherFed Policy

2026-09-211 video

2026-09-21

3 Stocks to Buy For the Next Decade

3 Stocks to Buy For the Next Decade

7 bull · 0 bear · 4 neutralYouTube

ORCL MSFT GOOGL META SHOP AMZN+3

AI Capexpositive for stockslong-termDespite fears over hyperscaler AI capex and negative free cash flow, the host argues that return on invested capital remains well above the cost of capital and is expected to improve, making these investments very sensible and worth continuing.Source
ORCLneutralThe host says Oracle has the ugliest free cash flow picture of the group, but return on invested capital doesn't look bad and is already rising; free cash flow is expected to turn positive in 2029, likely a bit sooner.Source
MSFTneutralThe host notes Microsoft is still expected to generate free cash flow, albeit quite low, with return on invested capital expected to remain flat for the next couple of years.Source

GOOGLneutralThe host thinks Alphabet's period of negative free cash flow is a bit too long, but the end result looks quite good; if free cash flow turns positive sooner than expected, that would be great.Source
METAbullishThe host believes Meta is still undervalued even excluding its Muse AI agent, with DCF fair value above $800 per share; Muse's release has driven real user traction.Source
SHOPbullishThe host believes Shopify's management 'gets it', aiming to be at the forefront of the AI agent revolution and have its stores ranked first across LLMs and AI agents to capture transactions.Source
OtherneutralThe host discusses the rise of agentic commerce: Meta's Muse was blocked by Amazon, a move he calls stupid and expects to be reversed, while Shopify is partnering; companies will need to balance GMV growth against advertising, since bots don't need ads.Source
AMZNbullishlong-termThe host views Amazon as one of the best companies to own now and in the future, with AWS alone worth at least $1 trillion; at a $2.7 trillion market cap, the rest of the business is almost free, making it a long-term winner in AI, robotics, and cloud.Source
AMDbullishlong-termThe host discloses owning AMD since around $80-$100 and believes AMD is perfectly positioned for rising CPU demand; despite valuation and pressure to justify its premium, he remains bullish on its momentum.Source
AVGObullishThe host calls Broadcom a pure winner from the move toward custom in-house chips by hyperscalers.Source
NVDAbullishlong-termThe host views Nvidia as a GPU and data center leader that will also become a CPU story; its ecosystem is deeply entrenched with outsiders building on Nvidia, and at an 18.8x forward earnings multiple with rapid growth, the valuation seems unreasonably low.Source

AI CapexOther

2026-09-201 video

2026-09-20

I Might Sell This Underperforming Stock This Week

I Might Sell This Underperforming Stock This Week

10 bull · 0 bear · 4 neutralYouTube

GOOGL RKLB SOFI AMZN META NU+8

GOOGLbullishAlphabet bounced from near a support area and is trying to get back above $350. The host still views it as one of the biggest winners and expects renewed momentum once Gemini 4 launches.Source
RKLBneutralRocket Lab lacks momentum; the space sector is under pressure and names are correcting and still expensive. The host sees it building a solid base around $60 to $65.Source
SOFIbullishThe host still views SOFI as a buy under $17 and wants to see it reclaim $17 and approach $18; as long as the business keeps performing well, that is the most important thing.Source

AMZNbullishlong-termAmazon is forming a solid base around $253 support. The host sees big names with core businesses like Amazon's cloud unit as the go-to for the future amid AI uncertainty and counts Amazon among the biggest winners.Source
METAbullishlong-termMeta continues to have momentum and remains undervalued in the host's view; the AI assistant it launched is just the start. Even at current prices it is undervalued and could tackle $1,000 over the next 12 months.Source
NUbullishNU is back under $14. The host calls it undervalued, priced as if it will not grow, but it will still grow a lot and is already profitable; fintech expansion is pressured by short-term issues.Source
NBISneutralNBIS is holding around the same price as last week at $220-$223; pullbacks closer to $200 tend to get bought back up, indicating a range-bound tape.Source
RDDTneutralAs long as RDDT stays above $150, the base formation is fine. Platform momentum and ARPU growth are positives, but failing to get renewed AI data licensing deals would be a red flag.Source
AXONbullishAXON keeps going lower, but the host bought more shares early in the week. It closed at $447, still above a previous support area; a bounce back above $500 could bring momentum back, and he was happy to add.Source
MELIbullishlong-termMELI failed to break above $2,000 and has drifted lower, but remains above a previous floor. If it holds and bounces, momentum returns; long-term investors should look to buy the dip on this quality business.Source
UBERneutralThe host thinks the market misunderstands UBER; AV rivals will not take 90%+ of the market anytime soon. UBER is clearly forming a base around $70, with AV partnership announcements continuing globally.Source
OSCRbullishOSCR gave new mid-term 2029 targets of above $4 in EPS at its investor day. Based on a quick forward multiple calculation, the host still thinks the name is undervalued.Source
AVGObullishThe host is considering replacing Netflix with AVGO because AVGO has better margins and a stronger growth story, with AI semiconductor revenue doubling. His DCF implies a probability-weighted value of $638.64, about 83.3% upside, making it extremely undervalued.Source
NFLXbullishThe host views Netflix as still attractive and slightly undervalued on paper with improving margins, though revenue growth is expected to slow. A DCF implies fair value around $85 per share, so even though he wants to replace it with AVGO, Netflix itself is cheap.Source

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