What Couch Investor said in this video:
- NVDAbullishlong-termThe host argues the Jensen scandal doesn't change NVIDIA's fundamentals: fast growth, high profitability, cheap valuation at 21.9x trailing and 14.3x forward PE, so risk-reward favors reward.Source
- NVDAneutralmid-termThe host acknowledges the scandal could be an overhang for months or quarters, especially if the spy allegations prove true, but honestly doesn't know.Source
- CRWVbullishmid-termCoreWeave posted an excellent report: 168% revenue growth, improving margins for two straight quarters, raised guidance, a ~$10B GPU renewal revenue opportunity, and capped future parent-level raises at $5B through 2027.Source
- NBISbullishshort-termThe host discloses a big existing position in Nebius and, citing GPU pricing data from CoreWeave and Iron, sees no scenario where tomorrow's report isn't strong, with 2027 ARR potentially well above $25B triggering a rerating.Source
- AI Capexpositive for stockslong-termDespite weeks of fear-mongering headlines, the host says nothing has changed the thesis for semiconductors, AI cloud players, and big tech — only valuations and stock prices — and we are still early in the build-out and adoption cycle.Source