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You’ll Wish You Bought Before the Year Ends

Couch Investor•Oct 11, 2026

Summary

Couch Investor reflects on a successful 2026 for technology and AI stocks, noting that while giants like Microsoft and Google have recently lagged, their fundamental business models remain robust. Couch Investor emphasizes a multi-year investment horizon, focusing on companies with strong management teams and clear pathways to scaling revenue in their respective sectors. The market outlook remains positive for those willing to look past short-term volatility and focus on the distribution power and infrastructure needs of the AI era.

The following stocks are highlighted for late 2026 and 2027:

Meta: Couch Investor argues that Meta remains undervalued with a forward P/E of 22.4 and a PEG ratio of 1.1. Couch Investor highlights the strength of its core business and the potential for its AI models, like Muse, to create a service layer for other companies to build upon. Couch Investor believes that Meta's distribution and ecosystem will ultimately lead to higher earnings despite rising capital expenditures.
Mercado Libre: Couch Investor views this as one of the best-managed companies globally, maintaining over 30% growth for nearly 30 consecutive quarters. Couch Investor notes that despite temporary margin pressure from investment cycles, the acceleration in Gross Merchandise Volume (GMV) and Total Payment Volume (TPV) makes it a cornerstone long-term holding. Couch Investor compares the company to an Amazon-like entity for Latin America, but without the AWS component, focusing on its dominant e-commerce and fintech footprint.
Nu Holdings: Couch Investor identifies the recent price dip as a buying opportunity, dismissing false rumors about a potential acquisition of Monzo. Couch Investor points to the company's efficient customer acquisition and rising Average Revenue Per User (ARPU) as it expands from Latin America into the lucrative United States market. Couch Investor notes that the company is trading at an attractive valuation of approximately 15x next year's adjusted earnings.
Nebius: Couch Investor acknowledges the high valuation but focuses on the experienced engineering team and massive projected revenue growth in the AI cloud space. Couch Investor suggests an ideal entry point for Nebius would be at or below a price of $200 per share. Couch Investor highlights that Nebius provides a European alternative for AI infrastructure, benefiting from political preferences and high-margin AI cloud services.

Mentioned Stocks

META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor states that Meta is still undervalued despite rising 32% from its lows, pointing to a forward P/E of 22.4 and a PEG ratio of 1.1. Couch Investor highlights that the core business remains highly profitable and that Meta's distribution network and integration of AI models like Muse will allow it to monetize the ecosystem more efficiently than competitors without a social graph.

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NU
Sentiment: BUYAction: BOUGHT

Reasoning: Couch Investor is explicitly expanding the position in Nu Holdings, viewing the recent 9% dip as a disconnect from reality caused by false acquisition rumors. Couch Investor highlights the 50% revenue growth and attractive valuation, trading at approximately 15x next year's adjusted earnings and 10x 2028 adjusted earnings, while scaling efficiently in the US and Latin America.

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NBIS
Sentiment: BUYAction: RECOMMENDED

Reasoning: Couch Investor views Nebius as a high-conviction AI play due to its experienced engineering team from Yandex. Although the current $60B valuation seems high relative to past revenue, Couch Investor points to massive forward growth projections ($10B+ revenue additions in 12 months) and a 50% adjusted margin in the AI cloud. Couch Investor states that everything below a price of $200 would be an ideal entry point.

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MELI
Sentiment: BUYAction: BOUGHT

Reasoning: Couch Investor mentions that this is a long-term holding in a retirement portfolio and that Couch Investor continues to add to the position. Couch Investor justifies the 'expensive' P/E of 43.8 by pointing to the company's incredible track record of 30+ quarters of 30%+ growth and accelerating GMV (43.7%) and TPV (56.3%).

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