What Couch Investor said in this video:
- 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