I Just Bought $5,200 of These 3 Stocks. Here's Why

Couch Investor•Aug 2, 2026

Summary

Couch Investor provides a portfolio update, noting a year-to-date return of 26.1% despite an 11.7% hit over the past month. Couch Investor critiques the Leopold fund's failure, attributing it to 4x leverage and greed rather than poor research. Couch Investor emphasizes that earnings-season volatility can liquidate leveraged positions even when the underlying thesis is correct, as seen with Google's initial post-earnings drop.

Couch Investor analyzes the broader AI and semiconductor landscape, referencing a Morgan Stanley report that suggests pessimism regarding AI return on invested capital (ROIC) is overblown. Couch Investor highlights three frameworks for AI monetization: GPU leasing, model APIs on owned infrastructure, and third-party model APIs, all of which show attractive potential returns. Couch Investor maintains that hyperscalers like Meta and Google are successfully integrating AI into their core businesses, even if the market has not yet fully rewarded the sentiment.

SoFi: Couch Investor views the company as extremely undervalued and performing excellently, having raised its guidance despite worsening macroeconomic assumptions. Couch Investor recently added 100 shares to the position, noting it needs to reclaim the $17 to $18 levels for sustained momentum.

Meta: Couch Investor argues that the business is winning through AI-driven ad improvements despite poor market sentiment. Couch Investor recently purchased 3 additional shares, believing the monetization of AI services through WhatsApp and Instagram will eventually drive the stock significantly higher.

Reddit: Couch Investor increased the position by 20% at $148 per share, describing it as a cheap growth play with a forward PE of 23.7x. Couch Investor believes Reddit's data licensing value is high, although the market is currently concerned about potential traffic loss from Google's AI Overviews.

AMD: Couch Investor expects a very strong earnings report driven by the MI500 series and gains in the server CPU market. Couch Investor notes that while the forward PE of 53.4x seems high, the PEG ratio of 1.3 justifies the valuation given the expected acceleration in growth.

Palantir: Couch Investor predicts that Palantir will "absolutely crush" its upcoming earnings report on Monday. Couch Investor points out that the stock has pulled back, meaning it is no longer priced for perfection going into the announcement.

Summary

Mentioned Stocks