Couch Investor

"I said [1070s] Google was a no-brainer in 2025 for [1073s] quite a long time. Yes, I can't stay [1075s] quiet about Meta. I couldn't stay quiet [1076s] about Google either."

"This, of course, leads me to the DCF [945s] here for Meta, $66 approximately."

"And of [917s] course towards the end here, what he [919s] says, yeah, resembles what Palanteer has [922s] been saying and doing for quite a while, [924s] especially with the ontology."

"In fact, the way I think about it is [832s] that just like Apple thinks that too."

"Neocloud [715s] shouldn't exist. They shouldn't exist in [717s] a world where AWS, Azure, Google Cloud [721s] exist. And yet they do."

"Neocloud [715s] shouldn't exist. They shouldn't exist in [717s] a world where AWS, Azure, Google Cloud [721s] exist. And yet they do."

"Nvidia wouldn't be inventing custom [613s] financing channels to protect [614s] third-party clouds. Now, you might say, [616s] "Oh, but maybe that's Nvidia feeling the [619s] pressure from all of the rest.""

"So, the new Nvidia [462s] DSX model, Nvidia transitions from a [465s] transactional hardware seller model to [467s] an active infrastructure facilitator,"

"forget about AWS, Azure, Google Cloud, a [398s] Meta Cloud business, which again, we [400s] don't even know the size of it."

"forget about AWS, Azure, Google Cloud, a [398s] Meta Cloud business, which again, we [400s] don't even know the size of it."

"We also have to look at this [343s] announcement by Nvidia. NVIDIA unlocks [345s] AI compute at scale inviting partners to [347s] power the AI infrastructure buildout."

"because one for Meta, Meta is still [153s] extremely undervalued."

"yeah, Amazon, [104s] Microsoft, Google, they're spending an [106s] insane amount of money on capex, but [109s] they all have cloud businesses."

"yeah, Amazon, [104s] Microsoft, Google, they're spending an [106s] insane amount of money on capex, but [109s] they all have cloud businesses."

"Meta will sell access to AI computing 59s] power and models similar to those [61s] offered by Amazon, Microsoft, and [63s] Google."

"Meta will sell access to AI computing 59s] power and models similar to those [61s] offered by Amazon, Microsoft, and [63s] Google."

"these tech companies Microsoft but especially Meta caught a bid. Meta was up yesterday 8.81%."

"these tech companies Microsoft but especially Meta caught a bid."

"I now have 101 shares of Palunteer. Hopefully that position will grow more and more in the future."

"But all in all, with regards to Palanteer, why I bought it? Well, for all of the reasons that I've mentioned throughout this video, I regret a little bit."

"I've adapted since then with some other companies like a micron taken profits along the way didn't close that position"

"I still think service now will do very well or a service force or an Adobe or SAP or or whatever if we we are now in this type of environment where the market isn't certain that these companies will survive or will have the same business model meaning they won't be as profitable as they've been over the past decade and if you know what in a world like this uh yes I rather pay up to own a business where to me it is quite clear that they are going to be huge winners."

"I still think service now will do very well or a service force or an Adobe or SAP or or whatever if we we are now in this type of environment where the market isn't certain that these companies will survive or will have the same business model meaning they won't be as profitable as they've been over the past decade and if you know what in a world like this uh yes I rather pay up to own a business where to me it is quite clear that they are going to be huge winners."

"I still think service now will do very well or a service force or an Adobe or SAP or or whatever if we we are now in this type of environment where the market isn't certain that these companies will survive or will have the same business model meaning they won't be as profitable as they've been over the past decade and if you know what in a world like this uh yes I rather pay up to own a business where to me it is quite clear that they are going to be huge winners."

"I still think service now will do very well or a service force or an Adobe or SAP or or whatever if we we are now in this type of environment where the market isn't certain that these companies will survive or will have the same business model meaning they won't be as profitable as they've been over the past decade and if you know what in a world like this uh yes I rather pay up to own a business where to me it is quite clear that they are going to be huge winners."

"And so to me, yes, it took it took a while in order for me to get back into Palanteer, but I think I paid a good price. It's not a full position or even a very big position of my portfolio. It's now around 2% or so."

"allowed me to buy Micron"

"allowed me to buy Nebus"

"In today's video, we are going to talk about Palanteer. Palanteer is a position that I did own a long time ago. I sold around one and a half years ago. It went all the way to $200 per share, then went down by 50% and last week I bought for the first time in one and a half years. I bought at $107 per share around 100 shares."

"So, quick update here. I don't really talk that much about Rocket Lab despite it being one of my biggest winners ever, but this news today did deserve a special episode because Sir Peter Beck and the team continues to deliver, continues to execute very little fluff."