Nobody's Talking About This Stock Right Now

Couch Investor•Sep 9, 2026

Summary

Couch Investor argues that the market is currently driven by massive momentum in AI models from companies like OpenAI, Anthropic, and Meta, which is creating a favorable environment for infrastructure and software providers. Couch Investor emphasizes the importance of 'revenue per employee' as a metric for efficiency, noting that most big tech firms are showing a clear upward trend in this area. Couch Investor also highlights a strategic move in the 'sovereign AI' space, confirming a personal prediction regarding a partnership between two key players.

Regarding specific stock opportunities, Couch Investor provides the following breakdown:

Palantir (PLTR): Couch Investor highlights the new strategic partnership where Palantir named Nebius as its preferred partner for sovereign AI infrastructure. Couch Investor believes this collaboration will significantly drive Annual Recurring Revenue (ARR) growth, particularly looking toward 2027. Couch Investor notes that bringing Nebius computing and inference into the Palantir ecosystem creates a powerful sovereign AI stack for customers.

Meta (META): Couch Investor describes Meta as "ridiculously cheap and undervalued" despite its recent upward momentum and the launch of the Meta Muse model. Couch Investor points out that Meta is becoming a much more efficient company, with revenue per employee accelerating since 2022. Couch Investor expects further monetization through Muse's subscription tiers and its ability to capture a 'take-rate' from increased business activity on the platform.

Google (GOOGL): Couch Investor argues that Google is currently misunderstood and undervalued, trading at an attractive forward P/E ratio. Couch Investor emphasizes that the market is overlooking the rapid growth and margin expansion of Google Cloud while focusing too much on Gemini's competition with ChatGPT. Couch Investor suggests that if the stock is available at $300 or $320 through strategies like selling puts, it represents a strong long-term opportunity.

Uber (UBER): Couch Investor defends Uber's long-term viability against the threat of Tesla's autonomous driving ambitions. Couch Investor notes that Uber's revenue per employee has grown by nearly 50% since 2022, far outperforming Tesla's flat growth in the same period. Couch Investor argues that Uber's massive network will likely be used by autonomous fleet owners to ensure high utilization rates, making it a larger and more profitable company in five years.

Mentioned Stocks

AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor considers Amazon a 'great company' and notes its improving revenue per employee. Couch Investor suggests it is currently a good candidate for selling put options to acquire shares at current or lower prices.

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