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Best and Worst Earnings This Week. One Looks Like a Screaming Buy

Couch Investor•Aug 14, 2026

Summary

Couch Investor argues that investors should maintain a long-term perspective on the AI and big tech spending cycle, noting that historical growth patterns for companies like Netflix and Alphabet suggest that market saturation is often overestimated. Couch Investor states that while high-flying names may experience sharp pullbacks, the core profitability of these businesses will become more evident as the heavy investment phase eventually moderates. Couch Investor emphasizes that the current market environment offers attractive entry points for high-quality companies that are currently being 'disrespected' or misunderstood by analysts.

dLocal (DLO): Couch Investor states that this company is a potential multibagger with a forward PE of 13.8, arguing that the market misunderstood its strategy of prioritizing total payment volume (TPV) growth over take rates. Couch Investor notes that TPV grew 92% year-over-year to $17.69 billion, and expects margin improvements in the second half of the year as AI-driven automation reduces costs. Couch Investor believes the company is significantly undervalued at a $4 billion market cap.
Nu Holdings (NU): Couch Investor highlights that the company achieved its first billion-dollar net income quarter and a record 33% return on equity. Couch Investor argues that Nu Holdings is successfully replicating its Brazilian growth model in Mexico and is taking a measured, 12-to-13-month approach to entering the U.S. market. Couch Investor views the $73 billion valuation as still being undervalued given the company's rapid expansion and efficiency.
Meta (META): Couch Investor states that Meta remains extremely attractive at price levels under $600. Couch Investor argues that the stock is currently underperforming and disrespected by the market despite its strong competitive position. Couch Investor believes the valuation is too low to ignore, leading to a personal decision to increase their position.
Mercado Libre (MELI): Couch Investor argues that Mercado Libre is the premier company in Latin America and will maintain its dominance for years to come. Couch Investor states that investors waiting for a cheap PE ratio of 20 will never own the stock because the company's execution and pure growth justify a premium. Couch Investor views the current price pressure as a long-term opportunity.

Mentioned Stocks

META
Sentiment: BUYAction: BOUGHT

Reasoning: Couch Investor explicitly states having bought more shares of Meta today because the price is under $600. Couch Investor argues the stock is 'disrespected' and extremely attractive at these prices despite recent underperformance.

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NU
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor points to Nu's first $1 billion profit quarter and 33% ROE as evidence of superior execution. Couch Investor states the company is still undervalued at a $73 billion market cap and praises the rapid expansion into Mexico and the cautious entry strategy for the US market.

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IREN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor states that IREN is currently a 'hated' Neocloud name but delivered on its Microsoft contract. Couch Investor argues that if the company shows progress toward its revenue targets in the August 27 earnings report, the heavily shorted stock could see a massive pop similar to Nebius or Coreweave.

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DLO
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor views DLO as an undervalued multibagger with a forward PE of 13.8. Couch Investor states that the market misunderstands the business model, which focuses on TPV growth (up 92% YoY) rather than take rates. Couch Investor highlights positive catalysts like AI automation and raised guidance for TPV and gross profit.

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MELI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor argues that Mercado Libre is one of the best-run companies globally with no 'fluff' or 'BS'. Couch Investor states that while it is never cheap on a PE basis, the pure execution and growth justify owning it, especially after the recent 20% decline over the past year.

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