What Couch Investor said in this video:
- Fed Policyneutralshort-termThe host expects no rate hike at tomorrow's Fed meeting, but notes the speech typically moves markets and could affect stocks.Source
- IRENneutralshort-termThe host mentions Iren among AI cloud names currently getting some love, without a directional call.Source
- NBISneutralshort-termThe host notes Nebius is up 9.7% as part of renewed buying interest in AI cloud names.Source
- SOFIbullishlong-termBased on the 2027 outlook and the company's 2028 EPS target of $1.12, the host expects those targets to be beaten, possibly reaching $1.30 EPS in 2028, making today's stock price cheap.Source
- SOFIbullishlong-termThe host discloses an already large position he will increase, calling the stock undervalued with beats across the board, strong growth, and no need to raise capital.Source