What Couch Investor said in this video:
- AMZNneutralAmazon has underperformed the market year-to-date, but that does not make it a bad company or a bad investment.Source
- GOOGLneutralAlphabet/Google has underperformed the market year-to-date, but that does not make it a bad company or investment.Source
- MSFTneutralMicrosoft has underperformed the market year-to-date, but that does not make it a bad company or investment.Source
- METAbullishlong-termMeta is still undervalued; its core business is strong and profitable, the new model has changed the narrative, and future models plus ecosystem and distribution will drive monetization.Source
- MELIbullishlong-termMercadoLibre is not cheap but remains less expensive on valuation; it is one of the best-run Latin American commerce/fintech platforms, still compounding revenue at a high rate, and the host owns it in his retirement portfolio and is happy to buy more.Source
- NUbullishlong-termNu is a leading Latin American digital bank trading at a reasonable valuation; core markets keep growing, US/Nu Global expansion is a large option, and management has a strong execution track record, so the host continues to build his position.Source
- AI Capexpositive for stockslong-termThe AI demand story and data-center build-out will continue for the foreseeable future, supporting AI cloud players.Source
- CRWVneutralCoreWeave, like Nebius, is seeing the prices it can charge start to increase, indicating improving pricing power for AI cloud providers.Source