What Couch Investor said in this video:
- FTNTneutralshort-termThe host suggests Fortinet's 26% drop might be an overreaction but admits he has not dug deep into the numbers.Source
- GOOGLbullishlong-termThe host calls the 11% drop an overreaction given 103% cloud growth, a healthy Search revenue mix shift, and strong backlog; he plans to add shares if the stock stays around $280.Source
- MSFTbullishlong-termThe host views Microsoft as a very solid business with Azure growing 48% as the engine; the no-brainer opportunity under $400 has passed but fundamentals remain strong.Source
- ORCLbullishlong-termThe host finds Oracle a solid business that is cheap based on its own FY2030 targets ($225B revenue, 40%+ margins), though execution on the gigawatt buildout is the key risk given the debt.Source
- AI Capexpositive for stockslong-termThe host argues the AI buildout is accelerating, not slowing, across Google, Microsoft and Oracle, and that the return to positive free cash flow will shock the market.Source