What Couch Investor said in this video:
- NBISbullishThe host views NBIS (Nebus) as best-in-class among neoclouds and discloses a huge personal position. With rising compute demand and premium pricing power, he expects margins to keep improving, making it bullish.Source
- CRWVbullishThe host still owns CRWV (CoreWeave), noting it is sold out for most of 2027 and can charge premium prices, while its cost of capital is coming down, so margins should improve—bullish.Source
- AI Capexpositive for stocksThe host argues recent headlines questioning neoclouds and AI capex don't make sense. Prices for B300, H100 and other graphics processors keep rising, while lower token prices drive more usage and compute need, benefiting these companies and improving margins.Source
- Earningsneutralshort-termThe host finds the upcoming earnings season exciting because investors can actually listen to companies and see the numbers, removing the need to speculate.Source
- GOOGLbullishUnder the host's own valuation assumptions, GOOGL is among the majority still viewed as undervalued—bullish, though no specific target price or timeframe is given.Source
- MELIbullishUnder the host's own valuation assumptions, MELI (Mercado Libre) is among the majority still viewed as undervalued—bullish, though no specific target price or timeframe is given.Source
- METAbullishUnder the host's own valuation assumptions, META is among the majority still viewed as undervalued—bullish, though no specific target price or timeframe is given.Source