4 Stocks I'm Buying in May Here's Why

Couch Investor•May 8, 2026

Summary

Couch Investor provides an analysis of recent earnings reports and market trends, noting a rotation where the market is "allergic" to companies that prioritize strategic long-term investment over short-term margin preservation. He highlights a specific group of stocks that are either undervalued or showing exceptional execution despite being ignored by momentum traders. The author emphasizes that while sectors like fintech and software are currently "hated," their underlying business fundamentals remain robust.

Mercado Libre (MELI): Couch Investor notes that the company has grown revenue by over 30% for 29 consecutive quarters, with the latest quarter showing a 49% increase. He argues the recent margin hit was a strategic choice to invest in free shipping and credit expansion, making the current price drop a great long-term opportunity.

Meta Platforms (META): Couch Investor labels the stock an "easy add" as long as it remains around the $600 level. He suggests that the market is repeating its mistake of fearing heavy CapEx, even though Meta is already proving that these investments are making its core business better and more profitable.

Rocket Lab (RKLB): Couch Investor is highly bullish on the company's trajectory, noting its $2.2 billion backlog and 63.5% revenue growth. While he views it as a future hundred-billion-dollar company, he mentions he will not "chase" the stock at its current price of nearly $100 per share, though he maintains his position.

CoreWeave: Couch Investor discusses the massive $99.4 billion revenue backlog and 112% year-over-year revenue growth. He explains that the current margin pressure is due to the rapid build-out of new data centers and predicts that margins will normalize as the installed base grows.

Iris Energy (IREN): Couch Investor has turned bearish on this name, explaining that he sold his shares because the company failed to meet its AI cloud revenue targets. He views the recent Nvidia partnership as primarily benefiting Nvidia through share purchase rights rather than being a true sign of confidence in IREN.

Shopify (SHOP): Couch Investor describes Shopify as a world-class business that is a beneficiary of AI through tools like Sidekick. Despite a high valuation, he has placed it on his watch list because of its strong 34% revenue growth and dominant position in the e-commerce ecosystem.

Mentioned Stocks

RKLB

Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor is very bullish on the long-term vision, predicting it could be a hundred-billion-dollar company. However, he explicitly states he will not 'chase' the stock at the current $100 price level, despite its 63.5% revenue growth and massive $2.2 billion backlog.

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