4 Stocks I'll Buy If We Crash This Week

Couch Investor•Sep 13, 2026

Summary

Couch Investor analyzes the current state of the portfolio and the broader market, focusing on the recent manifesto by Anthropic's CEO regarding AI safety. Couch Investor believes that while leaders like Sam Altman and Elon Musk agree on a slowdown, this could be a form of regulatory capture intended to protect established players from open-source competition. This sentiment might cause a "DeepSeek-type moment" on Monday, leading to a temporary sell-off in AI stocks. Couch Investor views such a dip as a chance to accumulate shares in high-quality businesses.

Regarding the macro environment, Couch Investor notes the high probability of a rate hike at the upcoming FOMC meeting but suggests the Fed might surprisingly do nothing. The portfolio remains significantly ahead of the S&P 500 year-to-date, and Couch Investor is maintaining a high cash position to capitalize on any upcoming price drops. Key focus areas include:

Google (GOOGL): Couch Investor considers the current price a decent area for long-term investors to add to their positions. Couch Investor mentions that while the stock is solid, an ideal scenario would involve a 10% correction back to the $300 level. The company is viewed as a stable pillar in the AI race despite broader market fears.

Amazon (AMZN): Couch Investor identifies Amazon as a core "buy and hold forever" stock that is currently undervalued. Couch Investor predicts that Amazon is a $300 stock currently trading at only $250. Couch Investor emphasizes that while it may not provide 300% returns, it remains a reliable and profitable growth investment.

Meta (META): Couch Investor highlights Meta's growing momentum following the launch of their AI agent platform, Muse. Couch Investor states that at a current price of $650, the stock is significantly undervalued and should easily be trading over $800. Couch Investor expects Meta to climb higher in the portfolio rankings as its AI initiatives bear fruit.

SoFi (SOFI): Couch Investor notes that SoFi is still trading in an attractive accumulation range under $18, closing the week at $17.32. Couch Investor argues that the business is much healthier now than it was at the start of the year. Couch Investor suggests that a favorable Fed decision on Wednesday could be a major positive catalyst for the stock.

Nebius (NBIS): Couch Investor warns that AI-specific names like Nebius could face a hit on Monday due to the negative sentiment around AI regulation. Couch Investor expresses a plan to buy more shares if the price drops drastically under $200. Couch Investor remains confident in the company's long-term potential as a specialized AI infrastructure provider.

Axon (AXON): Couch Investor recently purchased shares at $522, but the stock has since dipped further to $480. Couch Investor is choosing to wait for a deeper correction before adding more to the position rather than buying immediately. Couch Investor maintains that the company is a strong long-term play despite current price fluctuations.

Mentioned Stocks

AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor identifies Amazon as a stable investment for long-term holding. Couch Investor provides a price target of $300, noting it currently trades at a discount at $250.

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