T
TubeFolio
Back to Dashboard

Everyone Is Selling These Stocks. I'm Buying More

Couch Investor•Apr 30, 2026

Summary

Couch Investor analyzes the post-earnings landscape for the 'Magnificent Seven' tech giants, focusing on Alphabet, Microsoft, Meta, and Amazon. He contends that the market is irrationally punishing these companies for increasing capital expenditures (CapEx) despite the clear evidence that these investments are driving significant revenue growth and operational efficiencies. The thesis is that we are witnessing a repeat of last year's Google situation, where high-quality companies are being temporarily undervalued due to short-term fears.

Meta (META): Couch Investor describes Meta as the most obvious buy in the current market, noting its 33% year-over-year revenue growth and 41% operating margins. He argues that the market fails to appreciate how AI is already improving ad conversion and engagement, and highlights the massive untapped potential of WhatsApp monetization. He views the stock as highly undervalued at $600 and intends to increase his position.
Google (GOOGL): Alphabet is highlighted as a primary winner in the AI race, with its cloud division growing at an impressive 63% and a massive backlog of $460 billion. Couch Investor points out that search usage is at all-time highs despite fears of AI disruption, and the company is successfully transitioning to a more diversified revenue model. He believes Google will eventually challenge Nvidia for the top spot in market capitalization.
Amazon (AMZN): The author maintains a strong bullish outlook on Amazon, citing the reacceleration of AWS growth to 28% and the success of its custom chip business, which now has a $20 billion revenue run rate. He notes that Amazon is poised to become the first company to generate $1 trillion in annual revenue and highlights the efficiency gains in its logistics and advertising sectors. Couch Investor provides a price target of $300 for the stock, which is currently trading at $256.
Microsoft (MSFT): Microsoft is praised for its dominant position in 'agentic computing' and the rapid scaling of its AI infrastructure. With Azure growing 39% and demand exceeding available capacity, Couch Investor sees the company as a long-term winner that the market is currently mispricing. He characterizes the current valuation as 'quite cheap' given the 29% growth in overall Microsoft Cloud revenue.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Amazon is cited for the reacceleration of AWS (28% growth) and its massive $20 billion chip business. Couch Investor states that Amazon is a $300 stock currently trading at $256, representing a good entry point.

Loading chart...
META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor views Meta as the most obvious pick in the market right now. He highlights its 33% revenue growth, 41% operating margins, and the successful integration of AI in ad recommendations. He explicitly mentions that the current price of $600 is 'cheap' and 'undervalued' following a 10% drop.

Loading chart...
MSFT
Sentiment: BUYAction: RECOMMENDED

Reasoning: He views Microsoft as 'quite cheap' despite its leading position in AI infrastructure. Azure's 39% growth and the increasing adoption of Copilot are key reasons for his positive sentiment.

Loading chart...
GOOGL
Sentiment: BUYAction: RECOMMENDED

Reasoning: He remains extremely bullish on Google, noting its 63% cloud growth and $460 billion backlog. He believes Google is one of the biggest winners in the AI race and expects it to challenge Nvidia for the top market cap spot.

Loading chart...