The Stocks I'm Ready to Buy on the Next Dip (a new one)

Couch Investor•Aug 3, 2026

Summary

Couch Investor focuses on the strategy of deploying cash into quality companies during market dips, highlighting several large-cap stocks that remain high on the buy list. Couch Investor observes a strong start to the week for Big Tech but notes that an upcoming heavy earnings calendar with reports from AMD, Uber, and Shopify could create volatility and buying opportunities. The main thesis is that despite recent gains, several AI-centric companies are still trading below their fair value when accounting for long-term growth and margin expansion.

Palantir: Couch Investor recently purchased 20 additional shares of Palantir ahead of their earnings report to slightly increase a small position. Couch Investor notes that while earnings reactions are often a gamble, the business is showing strong acceleration across the board. Couch Investor mentions a current average cost basis of $107 and added recent shares at $125.

Nebius: Couch Investor highlights Nebius as a top AI infrastructure play that is currently back above $200 per share. Couch Investor believes analyst revenue estimates are far too low and projects that the company could generate over $50 billion in revenue by the end of the decade with EBIT margins above 20%. Couch Investor considers $150 to be a 'gift' entry point if the stock pulls back to that level again.

Microsoft: Couch Investor describes Microsoft as a 'no-brainer' investment with revenue growth expected to accelerate toward 20% by fiscal 2029. Couch Investor calculates an 18.3% upside to reach fair value based on a discounted cash flow model. Couch Investor does not currently own shares but would look to enter the position if the price nears $400.

Meta: Couch Investor recently added to their Meta position, arguing that the market drastically underestimates the company's profitability and PEG ratio of under one. Couch Investor emphasizes that Meta's operating profit has tripled in three years despite heavy infrastructure spending, with over one million businesses already using AI agents on WhatsApp and Messenger. Couch Investor sets a fair value target of $861 per share, representing over 40% upside.

Google: Couch Investor remains bullish on Alphabet due to the consistent margin expansion and growth acceleration in the Google Cloud segment. Couch Investor points out that the company is successfully diversifying away from search dependency, with non-search revenue now making up nearly 47% of the total. Couch Investor estimates a 13.3% upside to fair value and is waiting for a cheaper valuation to add more to an already large position.

Summary

Mentioned Stocks