What Couch Investor said in this video:
- AVGOneutralshort-termBroadcom rallied on the Nvidia CEO news, but the host says the market's perception that Broadcom will get way more business is not how things actually work.Source
- NVDAbullishmid-termThe host believes Jensen Huang's resignation doesn't change Nvidia's fundamentals; it remains a tremendous business expected to grow at least 70% next fiscal year, with customer contracts intact.Source
- AMDneutralshort-termAMD also rose on the Nvidia news, but the host disputes the idea that AMD will simply pick up much more business as a result.Source
- NVDAneutralshort-termWith the stock under pressure and many questions around the business, the host says waiting until after the earnings report for clarity is completely normal.Source
- NBISbullishlong-termThe host discloses a position in Nebius at a $59 average, sees the Vineland delay as a delay rather than a cancellation, expects a 4x revenue increase next year and break-even in Q4 2027, and may add to his position in the coming days.Source