This page tracks every stock Couch Investor has discussed on YouTube, extracted from AI transcription of their 22 most recent videos covering 91 tickers. They are currently bullish on ORCL, NVDA, META, GOOGL, MSFT, HOOD and others. Bearish on ADBE, TTWO, HPQ, TTD. Each take below includes their stated reasoning and, where given, a price target.
Macro sentiment is cautious to bearish. Oil prices are climbing above $103 and could reach $120-140 due to OPEC supply deficits (6.14M barrels/day deficit), Iranian/Houthi disruptions to Red Sea shipping, and damaged Saudi infrastructure. The 10-year Treasury is at 4.95-4.96, near multi-year highs. The Fed is expected to potentially hike rates in September and again in October due to sticky inflation driven by oil prices. If the Fed hikes 2-3 times this year, a recession in Q2/Q3 2027 is anticipated. The market could see a 10% correction. AI safety concerns were raised by a former Anthropic researcher's viral thread warning about speed-running toward superintelligence, which could accelerate AI regulation.
| Ticker | Action | Why | Target | When |
|---|---|---|---|---|
GOOGL●●● | buy | Google is getting disrespected by the market despite an amazing TPU business and strong Google Cloud growth. Gemini models may be lagging competitors now, but Gemini 4 could be a game changer similar to how Gemini 3 was. The stock is being left behind relative to peers. | — | 1d ago |
MSFT●●● | buy | Microsoft provides the best access to OpenAI's ecosystem, and Neil would deploy capital here for OpenAI exposure. Microsoft plans to triple data center capacity to 38 gigawatts, signaling massive long-term AI infrastructure commitment. | — | 1d ago |
ZETA●●● | add | Zeta is up 55% YTD but still slightly undervalued at a $7.7B market cap with a forward P/E of 28.3x and PEG under 1. The market is underestimating growth, modeling too aggressive a deceleration from 39% to 16%. The Palantir partnership has yet to fully kick in, and margins (operating, FCF, net) are all improving even as gross margin dipped slightly due to revenue acceleration. | $33 | 1d ago |
META●●● | buy | Meta is ridiculously cheap and undervalued, with accelerating revenue per employee and improving efficiency. MetaMuse gives away 100M tokens/week to crush competition and drive monetization through subscription tiers and take rates on commerce activity, leveraging Meta's unmatched distribution. | — | 2d ago |
GOOGL●●● | buy | Google is getting disrespected and misunderstood again; forward PE of 24.7x is reasonable while analyst targets sit above $400. Google Cloud is growing rapidly with expanding margins, Waymo is growing, and the chips business is an under-the-radar 2027 story. Gemini needs improvement but the moneymaker (Cloud + Search) is strong. | — | 2d ago |
AMZN●●● | buy | Amazon is a tremendous company with revenue per employee finally inflecting upward after years of decline. The creator expects this efficiency trend to continue improving and sees selling puts as an attractive way to gain exposure. | — | 2d ago |
GOOGL●●● | add | Consolidating in an attractive area around $330-$340; if it drops to $300 it's even better. Put premiums at $300 for December are very attractive for income generation. | $300 | 5d ago |
RKLB●●● | add | Added shares last week at lower prices after previously selling higher. Acknowledges it is expensive and the business needs to catch up to valuation, but comfortable holding around $60 while awaiting Neutron or big contract news. | — | 5d ago |
AMZN●●● | add | Trading near a key support area around $258; a good zone to build or open a position. Further accumulation opportunities at $250 and $240. | $240 | 5d ago |
NU●●● | add | A very good business that the creator added to last week. Key support above $15 needs to hold, with upside targets at $16.5 and $17. Revolut's expansion is not seen as a competitive threat. | — | 5d ago |
NBIS●●● | add | Okay to buy around or under $200 for long-term holders who believe the company will be worth over $100B. High volatility creates opportunities for covered call and put selling income. Short-term speculators will be disappointed. | $200 | 5d ago |
AXON●●● | add | Added 16% to the position at ~$520, lowering average cost to ~$413. Expensive but a high-quality business; would add more if it goes lower. | $500 | 5d ago |
SOFI●●● | add | SoFi is a broken stock but not a broken business, down 35% YTD despite raising guidance and maintaining profitability even as macro assumptions worsened with expected rate hikes. The creator expects 30% revenue growth through 2028, EPS growing faster than revenue, and views the stock as undervalued based on their DCF model even under bearish assumptions. | — | 1w ago |
RKLB●●● | add | Acknowledges it is expensive but notes the stock has more than halved from highs, and he previously sold shares at much higher prices ($86.97 and $114.50). Buying back lower to restore his full position makes sense for a company he wants to own long-term. | — | 1w ago |
META●●● | add | Described as undervalued; the FTC settlement overhang is done and the creator believes Meta could deliver Google-like returns over the next 18 months. Bought 3 more shares at $569, increasing the position to nearly $33,000. | — | 1w ago |
Oracle is described as one of the most undervalued companies in the market, trading at ~10.3x forward earnings, cheaper than Meta, Amazon, Alphabet, and Microsoft. Revenue grew 30%+ YoY, cloud infrastructure up 121%, operating cash flow surged 184% YoY to $23B, and RPO reached $664B. The debt is overwhelmingly fixed-rate and actually decreased QoQ from $122B to $117B, mitigating rate hike concerns. The main risk is macro perception around debt and rising rates, but the business fundamentals are accelerating dramatically.
Nvidia trades at a ridiculously low valuation relative to its growth and is supplying the compute infrastructure for all hyperscalers and neoclouds. It is differentiated from Oracle as the ammo supplier to the entire AI ecosystem. Oracle's massive CapEx growth directly benefits Nvidia as a major purchaser of their products.
Meta is Steve's second largest individual position and trades at 16x forward earnings, which is considered cheap. Neil also views Meta as still cheap and overlooked, with potential catalysts from products like Muse expanding internationally.
Google is getting disrespected by the market despite an amazing TPU business and strong Google Cloud growth. Gemini models may be lagging competitors now, but Gemini 4 could be a game changer similar to how Gemini 3 was. The stock is being left behind relative to peers.
Microsoft provides the best access to OpenAI's ecosystem, and Neil would deploy capital here for OpenAI exposure. Microsoft plans to triple data center capacity to 38 gigawatts, signaling massive long-term AI infrastructure commitment.
August metrics showed 120K new members, total platform assets at a new company high of $384B, and crypto up 61% month-over-month. Prediction markets are a growing catalyst with NFL season and midterms approaching. Long-term the company is doing everything right, though there is near-term cyclicality.
Workday's AI agents embedded across HR, finance, and operations modules will revolutionize back office services. Steve witnessed Workday reduce a finance department from 130 to 50 people through system consolidation, and believes AI agents could bring it to 20 within a year or two. This makes enterprise software stacks deeply entrenched and highly valuable.
Zeta is up 55% YTD but still slightly undervalued at a $7.7B market cap with a forward P/E of 28.3x and PEG under 1. The market is underestimating growth, modeling too aggressive a deceleration from 39% to 16%. The Palantir partnership has yet to fully kick in, and margins (operating, FCF, net) are all improving even as gross margin dipped slightly due to revenue acceleration.
Price target: $33
Shopify is down 19.4% YTD and expensive at 85x trailing P/E, but it is a tremendously well-run company with AI-native leadership positioning it to be a major winner in AI commerce. The recent Meta Muse agent announcement is actually a positive since agents will shop on Shopify stores. Operating margins and FCF margins are improving, and cash from operations continues to grow.
Palantir is a $400B company trading at a premium (142x trailing P/E) but deserves it due to accelerating growth, exceptional management, and massive AI tailwinds with minimal capex requirements. Revenue per employee grew 62.9% over the last year, gross margin improved to 84.8%, FCF margin is 54.6%, and the company consistently crushes analyst expectations while doubling its business.
AMD is up 126% YTD but the real acceleration in growth is still ahead, driven by the Helios MI400 and MI500 GPU series. Analysts expect accelerating growth in coming quarters, and while 2028 models show deceleration, the creator believes execution from Lisa Su and the product roadmap will over-deliver. AMD could become a $1-2T company if execution continues.
Named Palantir's preferred sovereign AI infrastructure partner, bringing Nebius compute inside the Palantir perimeter. The creator predicted this partnership and sees it driving significant ARR growth by 2027, with the stock showing strong momentum (+7.7%).
Amazon is a tremendous company with revenue per employee finally inflecting upward after years of decline. The creator expects this efficiency trend to continue improving and sees selling puts as an attractive way to gain exposure.
Revenue per employee is up nearly 50% since 2022, and Uber's network is the largest, ensuring it remains a great and bigger company. Autonomous driving will become a commodity, so Tesla fleet owners would rationally put cars on Uber's platform for high utilization. Only a 90%+ Tesla/Waymo market share scenario would invalidate the thesis.
Up 11% on a strong day for NeoCloud names, showing significant momentum alongside the broader AI infrastructure buildout theme.
Up 5% alongside other NeoCloud names, showing momentum in the AI infrastructure sector, though the creator notes some names still need to recover significantly.
Added shares last week at lower prices after previously selling higher. Acknowledges it is expensive and the business needs to catch up to valuation, but comfortable holding around $60 while awaiting Neutron or big contract news.
Business is showing strong results and building support above $18, with potential to reclaim $20. Currently more of a macro story than a business story. Revolut's US entry is not seen as a threat.
A very good business that the creator added to last week. Key support above $15 needs to hold, with upside targets at $16.5 and $17. Revolut's expansion is not seen as a competitive threat.
Lost all post-S&P inclusion gains due to perception issues, but all data suggests another very good quarter ahead. Market is waiting for a catalyst such as a new deal announcement.
Added 16% to the position at ~$520, lowering average cost to ~$413. Expensive but a high-quality business; would add more if it goes lower.
Price target: $500
Back above $2,000 with strong momentum in both the stock and the business. Nothing more to add beyond continued bullishness.
Back above $1,000 per share as expected; could approach all-time highs closer to its next quarterly report.
Broadcom shows tremendous AI semiconductor momentum with fiscal 2026 AI revenue guided at $21.7B and fiscal 2028 at $230B, plus strong customer ramps with Alphabet, OpenAI, Anthropic, and Meta. However, gross margins are guided down from 78% to 73% due to AI mix and memory costs, and concentration risk with OpenAI/Anthropic is a concern—if those customers slow down, Broadcom is hurt more than NVIDIA.
Snowflake reported excellent earnings with 36% YoY revenue growth, raised fiscal 2027 guidance to 36% from 29%, and beat revenue estimates by 5%. AI agents (Coco and Cowork) are driving account growth, and the growth is organic without any single large partner deal propping up numbers. It is not cheap but has significant momentum and acceleration.
Hut 8 is gaining significant traction in the AI buildout, securing a 15-year lease covering an entire Texas data center campus that could represent a $20 billion facility, with Anthropic as the tenant. Even co-location deals matter for a company this small at this early stage of the buildout.
Still a good company that beat across the board and raised guidance, but the stock had more than doubled and became too stretched. Took profits at $97 and would buy back if it drops lower.
May be a bigger winner from GTA 6 than Take-Two because Sony takes a 30% cut of digital sales on PlayStation with no development costs, benefits from potential console sales, and earns from online pass purchases. The shift to digital-only games also lowers Sony's costs long-term. However, the creator says he personally will not buy Sony stock.
Reports quarterly figures the day after NVIDIA's strong results, providing a favorable layup. Beneficiary of the broader semiconductor and networking buildout.
As the dominant foundry, TSMC benefits directly from everyone wanting more chips and NVIDIA's continued growth trajectory. An obvious multi-year winner in the AI ecosystem.
NVIDIA has a multi-year capacity deal at Amkor's Arizona site for advanced packaging. If NVIDIA continues to grow significantly, Amkor is an obvious beneficiary.
Direct beneficiary of NVIDIA's networking growth, which was up 18% quarter over quarter with Spectrum X Ethernet revenue growing 2.6x YoY.
Networking and interconnect beneficiary as NVIDIA positions itself as the fastest growing networking company in the world.
Networking and interconnect beneficiary from the broader AI networking buildout.
Networking and interconnect beneficiary from the broader AI networking buildout.
Networking and interconnect beneficiary from the broader AI networking buildout.
Networking beneficiary as NVIDIA's networking segment grows rapidly and the AI data center buildout continues.
Networking and interconnect beneficiary from the broader AI networking buildout.
Power and cooling beneficiary as AI data centers require significant infrastructure, reinforced by OpenAI and energy commitments NVIDIA has been making.
Power and cooling beneficiary from the AI data center buildout and associated energy demands.
Power management beneficiary from the AI data center buildout.
Power and cooling beneficiary from the AI data center buildout.
Power beneficiary from the AI data center buildout, though the creator notes viewers have asked for deeper coverage.
Rack and system builder beneficiary from the AI data center buildout.
Rack and system builder beneficiary from the AI data center buildout.
Rack and system builder beneficiary from the AI data center buildout.
Rack and system builder beneficiary from the AI data center buildout.
Reported good figures, which the creator views as healthy for the whole tech space.
Okta beat by 9% on EPS and revenue, surging 15-16% after hours. The company highlighted that AI agents need trusted identity and access controls, creating a new monetization layer for security software.
Veeva beat with $928M revenue (up 18% YoY) and raised full-year outlook, with the CEO citing momentum across all metrics. Stock up 3% after hours.
Nebius is a key NeoCloud beneficiary of NVIDIA's ecosystem growth and the shift toward selling GPU time rather than per-token pricing. NVIDIA holds a significant equity position in Nebius, aligning incentives.
Doing very well for the creator. Has added enough to the position and is satisfied with current exposure.
Q2 delivered a double beat with record revenue of $200M, up 51% YoY and 24% sequentially. Trading revenue up 147% YoY with strong operating leverage as expenses only grew 13%. The elimination of the pattern day trader rule boosted engagement.
Running to all-time highs at $1,284, benefiting from broader pharmaceutical sector momentum on the Moderna cancer vaccine news.
The creator notes the PEG ratio is quite low at 0.3 and revenue is expected to grow. He highlights it as a key play on the AI data center energy bottleneck, a thesis concentrated in Peter Thiel's portfolio.
The creator points out the homebuilder has good margins for its business type, a low forward PE, and has been a long-term largest holding for David Einhorn.
Upcoming earnings could be interesting from an Alibaba Cloud / open models perspective. No position action discussed.
Nebius is a high-beta neocloud name the creator owns, which recently had a strong earnings pop after being down 40% in a week earlier. They acknowledge volatility but remain invested for the AI infrastructure thesis.
Iren delivered Horizon 1 (50MW to Microsoft) but the stock gave back its 10% pop and is heavily shorted. The creator does not own it but thinks a good earnings report on August 27 showing progress toward ARR targets could trigger a short squeeze similar to CoreWeave or Nebius.
Dominant payment toll-taker derated on stablecoin and AI agent fears that Ackman sees as overblown. Attractive forward PE with 16% expected EPS CAGR; stablecoins mostly compete outside card networks' core turf.
Same thesis as Visa: dominant payment network derated on overblown stablecoin and AI agent fears. Attractive forward PE with 18% expected EPS CAGR.
Re-entry after almost 10 years; oligopoly franchises in ratings and indices sold off on overstated AI disintermediation fears. Forward PE down from 25x to 19x with mid-teens expected earnings growth and mid-20% targeted annualized return.
25-year compounder hit by fears of perpetual futures disrupting its exchange moat. Institutional traders drive 95% of volume and have little use for perpetuals. Forward PE compressed from 25x to 17x with 15% expected EPS CAGR.
World's largest ophthalmology franchise with valuation compressed from high 20s to ~18x earnings after disappointing 2025 results. Margins around 20% have room to expand to over 25%, plus a Phase 3 therapy offering underappreciated FDA approval call option upside.
Caught up in sector-wide fear about private credit and asset management risk that doesn't really apply. Distributable EPS growth expected as carried interest realization accelerates.
Burger King US same-store sales grew 7% and international business grew 6%, both ahead of peers. On track for 8% profit growth and still trading at a discount to peers.
Viewed as a modern-day Berkshire Hathaway: real estate cash flow of $2.5-3B over 3-5 years gets redeployed through Vantage insurance acquisition, with Pershing Square investing the float. Well-run insurer at 1.4x book could compound value faster than book itself.
Shares tripled in 2025 on Trump administration privatization hopes then gave back gains. Pershing Square still believes there is time for privatization to play out and intrinsic value keeps growing as the company rebuilds capital through retained earnings.
Same thesis as Fannie Mae: privatization could still play out while intrinsic value grows through retained earnings rebuilding capital.
Bloom Energy fuel cells are being adopted by Nebius for data center power, and many investors got in under $100. Power is a key bottleneck for AI infrastructure, making Bloom a relevant play.
Adobe has the weakest strategic moat on the enterprise level among SaaS companies; its core products (editing, creative cloud, PDF) are most susceptible to AI disruption from competitors like Canva and ChatGPT's image products. Executive departures (president/CEO and CFO leaving) raise questions. While valuation is cheap and they posted a double beat, the beats were tiny and Q4 guidance came in below expectations.
GTA 6 is the most hyped game of all time and the creator believes expectations are already priced into the stock. He also questions what Take-Two has been doing for 13 years given minimal trailer quality improvement over three years.
HP beat on EPS and revenue but the stock was down 7% after hours, likely due to concerns about consumer demand and inflation impacting PC sales.
Used as a cautionary tale for AppLovin, The Trade Desk's stock downfall started after its first earnings miss in eight years. The creator notes that cheap can get cheaper as growth decelerates quarter after quarter.
Neil uses Salesforce and bought the stock because it changed their business, but it was only briefly mentioned as a different category from Workday. Not deeply analyzed as an investment in this stream.
PayPal is still cheap but trust is currently broken, making it not actionable at this time.
Revenue per employee has been basically flat for five years, raising the question of why it deserves such a high multiple. The creator attributes the valuation purely to extreme profitability rather than growth.
Revenue per employee has been basically flat since 2022. The creator uses it mainly as a comparison point against Uber in the autonomous vehicle debate.
Revenue per employee has only grown at a 3.4% CAGR since 2017, which is lower than expected for a company of its profile. The creator expects AI to improve efficiency going forward but does not express a strong directional view.
Excellent company with high margins and importance to the ecosystem, but the creator warns investors are paying one of the biggest premiums in the market, suggesting much future success is already priced in.
Hyperscaler beneficiary of the AI buildout, but higher CapEx signals from NVIDIA are a near-term headwind for big tech valuations.
Synopsys beat by 7% on EPS and 2% on revenue with 42% YoY revenue growth, but the stock was flat to down 2% after hours despite strong results in chip design software.
Nutanix beat by 22% on EPS and 3% on revenue with 16% YoY revenue growth, but the stock was down ~1% after hours despite the strong print.
Been stuck around $15 for a long time. Creator feels there is no rush and has time with this position.
Personalized cancer vaccine Phase 3 trial success drove a 170%+ surge, which is massive for humanity if validated. However, the creator does not invest in healthcare names and would not buy here on hype alone, noting the valuation is hard to justify at current levels.
AI data center revenue more than doubled YoY and grew 20% sequentially, but EPS missed by 53%. Stock has had a wild run from $1 to $80 and back to $29. Filed for bankruptcy twice but persists in the AI space.
The CEO targets a $1T valuation by reaching $30B+ in free cash flow, but the creator doesn't see a clear path to that anytime soon. The stock is cheap on paper (17x forward P/E) with strong margins and a closed SEC inquiry, but growth is decelerating and heavily dependent on unpredictable AI model updates, making it an interesting name to watch rather than own right now.
Unity owns the game engine, giving it access to deeper runtime data that AppLovin structurally cannot access. Management views Unity as a highly lucrative complement rather than a zero-sum competitor.
Believes it is an undervalued company but there are too many question marks and things going against the stock right now. Sold the position to raise cash for names with fewer question marks.
Cerebras posted a double beat and raised guidance, but OpEx came in at $502M vs. $89M expected, spooking the market. The AMD partnership is exciting but material impact is far off, and at $60B market cap on less than $1B revenue, valuation matters when numbers aren't perfect.
Cisco posted a double beat with strong networking revenue up 40% YoY and raised full-year guidance, including AI revenue potentially hitting $7.5B in FY2027. However, margins were not exciting and the stock faded after hours as semis sold off together.
This is a live market-close stream focused on Oracle (ORCL) Q1 FY2027 earnings, with additional discussion of Adobe (ADBE) earnings, AI safety concerns, macro headwinds from rising oil prices and potential Fed rate hikes, and broader AI infrastructure spending. The hosts are broadly bullish on AI infrastructure names, especially Oracle and Nvidia, while expressing concerns about Adobe's competitive moat. Macro sentiment is cautious due to rising oil prices, sticky inflation, and the possibility of Fed rate hikes in September and October.
The creator discusses four stocks—ZETA, SHOP, PLTR, and AMD—as companies investors will wish they bought, emphasizing revenue-per-employee efficiency, margin expansion, and AI tailwinds. He also covers macro briefly, noting a ~70% probability of a Fed rate hike next week, the 10-year yield at 4.92%, and ECB hiking to 2.5% amid resurgent inflation, but advises focusing on company fundamentals over macro predictions.
The creator discusses the Nebius-Palantir strategic partnership as a bullish catalyst, reviews revenue-per-employee trends across major tech companies, and argues that Meta, Google, and Amazon remain undervalued despite market momentum. He highlights Google Cloud's growth, Meta's Muse AI monetization potential, and Uber's durability against autonomous vehicle competition. Macro factors like Fed policy and bonds are still driving near-term moves, but earnings have been strong across covered names.
Portfolio update covering upcoming earnings for Oracle and Adobe, technical analysis on multiple holdings, and macro outlook ahead of the FOMC meeting. The creator added to Axon this week at ~$520 and previously added to Rocket Lab and Nu Holdings. Overall stance is fundamentally bullish on owned companies, with macro risk (rate hikes, inflation) being the primary concern rather than company-specific issues. Meta is highlighted as undervalued with its new AI model reducing external AI spend.
The creator covers Broadcom's earnings with detailed analysis of AI semiconductor momentum but notes margin pressure and concentration risk. Snowflake's strong earnings are highlighted with accelerating growth. Meta and Google are praised for leveraging profitable core businesses to offer cheap, competitive AI models, pressuring pure-play LLM companies. The creator also discusses Sam Altman's comments on data center water usage and AI misinformation, arguing data centers are far more efficient than critics claim. Macro backdrop is shaky with inflation persistent and markets pricing in potential rate increases.
The creator discusses Meta as a top conviction holding, highlighting its AI strategy (Muse Code), ad revenue growth potentially overtaking Google Search, and a path to $1,000/share by end of 2027. They also defend SoFi as a broken stock but not a broken business, with strong execution despite macro headwinds and 30% expected revenue growth through 2028. NVDA is viewed positively for GPU efficiency gains and its role in major AI compute deals. HUT8 is highlighted for gaining traction with large lease deals. IREN is criticized for poor execution and misleading ARR metrics. Macro-wise, the creator notes September seasonality weakness and expects 1-2 rate hikes, with a potential upside surprise if the Fed holds.
Portfolio update covering upcoming earnings, FOMC rate expectations, US-Venezuela oil deal, GTA 6 investment implications, and technical analysis on multiple holdings. The creator bought more of Rocket Lab, Nu Holdings, Reddit, Meta, and one share of Nvidia, while having previously trimmed Rubrik. He views Meta as undervalued with potential for Google-like returns, sees Reddit as cheap but sentiment-pressured, and argues Sony may benefit more from GTA 6 than Take-Two itself.
The creator discusses four stocks: Netflix and Meta as undervalued, obvious buys (with Meta being the stronger conviction), Rubrik as a strong business he holds but won't add at current levels, and IREN as a company where he is bearish on execution and leadership despite the attractive AI cloud opportunity.
The creator recaps NVIDIA's blowout Q3 earnings (revenue up 106% YoY, guide for ~90% growth, fiscal 2028 guidance of ~70% growth) and identifies a wide range of ecosystem beneficiaries across memory, foundry/packaging, networking, power/cooling, system builders, neoclouds, and hyperscalers. The creator remains extremely bullish on the entire AI buildout, with a DCF on NVDA yielding a $309 probability-weighted price target (~38.7% upside). Key concerns include rising memory costs pressuring gross margins and elevated CapEx signals potentially hurting big tech. ARM is flagged as expensive. AMD is seen as a beneficiary of spillover demand.
The Couch Investor team breaks down NVIDIA's Q2 FY2027 earnings, where NVDA posted $96.2B revenue (106% YoY growth), beat on EPS ($2.22 vs $2.09), and guided Q3 to $108B vs $104B street. Despite the massive beat, the stock was initially down ~2% after hours, which the panel found frustrating. Key concerns discussed include: gross margin guide stepping down to 74% next quarter, massive supply chain commitments jumping to $279B (raising circular financing fears), and customer concentration (one customer at 16% of revenue). The panel remains highly bullish, viewing the commitments as a sign of enormous demand visibility. Several software names also reported strong results the same evening, with Salesforce, CrowdStrike, and Okta all beating and surging after hours, which the panel sees as validation that AI is helping—not destroying—software businesses.
Based on AI analysis of this creator's recent videos. Theses are paraphrases of the creator's own words, not verbatim quotes. Not financial advice.