4 Stocks I'm Buying in June. Here's Why

Couch Investor•Jun 5, 2026

Summary

Couch Investor provides a market outlook for June, noting that despite strong jobs data, inflation concerns are causing a market 'breather.' He views this volatility positively, as it allows for raising cash and entering positions at more sensible valuations. The main thesis is that several high-growth and tech companies are currently experiencing a 'disconnect' between their business performance and market valuation.

Meta (META): Couch Investor emphasizes that Meta remains 'very very cheap' with a massive valuation disconnect. He highlights that the market has not yet priced in Meta's ability to monetize AI through subscription services and improved advertising. He identifies a base case upside of nearly 50% and a bull case upside of 90.3%.

Reddit (RDDT): Positioned as a strong AI play, Reddit is valued for its unique data used to train LLMs. Couch Investor highlights their 90% gross margins and the transition to a personalized feed and search-based advertising model. He provides a base case price target of $216 and a bull case of $335.50 (88.5% upside).

Alphabet (GOOGL): Although near all-time highs, Alphabet is viewed as a primary AI winner. Couch Investor notes their strong capital position, having raised $85 billion recently to avoid debt. He suggests that while it is near fair value now, any major pullback to $350 or even $300 would be a significant buying opportunity.

SoFi (SOFI): Couch Investor remains bullish on SoFi despite its 41% YTD decline, calling it extremely undervalued. He notes the risk-reward profile is excellent, with a base case price target of $25 (55.9% upside) and a bull case of $40+ (125.5% upside).

Rubrik (RBRK): Following an excellent earnings report with 39% revenue growth and raised guidance, the stock dipped due to broader market sentiment. Couch Investor views any price around or below $70 as a good entry point for this rapidly growing cybersecurity firm.

Summary

Mentioned Stocks