What Couch Investor said in this video:
- FTNTneutralshort-termThe host floats that Fortinet's 26% drop may be an overreaction but admits he has not dug deep and only saw headline numbers.Source
- GOOGLbullishmid-termThe host calls the 11% drop an overreaction given 103% Cloud growth, a $561 billion backlog, and FX-driven Search slowdown; he is very bullish and plans to add shares if the stock stays around $280.Source
- MSFTbullishlong-termThe host views Microsoft as a very solid, if boring, business, with Azure beating at 48% growth as the core story and only minor margin pressure expected next quarter.Source
- ORCLbullishlong-termThe host finds Oracle cheap against its own targets of over $225 billion revenue and 40%+ margins by fiscal 2030, while flagging execution on the datacenter buildout as the key risk.Source
- AI Capexpositive for stockslong-termThe host argues the AI buildout is not slowing down and the story keeps improving across Microsoft, Google, and Oracle, with the eventual return to positive free cash flow set to shock the market.Source