The Fed Just Hiked Rates: Here's What I'm Buying and What I'm Selling

Couch Investor•Sep 17, 2026

Summary

Couch Investor analyzes the recent Federal Reserve decision to increase interest rates by 25 basis points, viewing the market's negative reaction as premature and driven by fear rather than fundamentals. Couch Investor highlights that the S&P 500 remains within 3.5% of all-time highs and points out that previous periods of high interest rates, such as the 2023 peak in the 10-year yield, did not prevent the subsequent bull market. The core thesis is that as long as the economy avoids a severe recession and unemployment stays within reasonable bounds, current volatility provides a window to accumulate high-quality assets at discount prices.

**Alphabet (Google):** Couch Investor views the stock as a long-term winner. If the share price drops toward the $300 level, Couch Investor considers it an easy buying opportunity for long-term growth portfolios.

**Meta Platforms:** Couch Investor remains optimistic about the company's long-term prospects. Any price correction that brings the stock back under $600 is viewed by Couch Investor as an excellent entry point for investors.

**Nvidia:** Couch Investor regards this as a top-tier asset within the AI space. Couch Investor suggests that if the price were to reach $200 or fall below it, it would be an obvious and attractive entry point for those focused on the long term.

**SoFi Technologies:** Couch Investor remains very bullish on the business but advises caution due to current momentum issues in the fintech sector. Couch Investor recommends waiting for a positive shift in market sentiment before adding to positions.

Couch Investor emphasizes that while energy prices and geopolitical tensions create short-term inflation noise, the underlying strength of the economy remains intact.

Summary

Mentioned Stocks