The Joseph Carlson Show - Archive

00:00 Episode Overview02:00 Stocks Are Going Crazy07:36 Sam Altman Criticisms13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments

00:00 Episode Overview01:28 Qualtrim Plug02:20 Nike09:10 Booking Holdings12:48 Robinhood & American Express15:20 Intuit18:20 Jamie Dimon & Tom Lee22:25 Open AI and Anthropic IPO26:58 Fail Of The Week: Italy Court

00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments

00:00 Overview01:40 The Best Time To Buy Is now22:25 The Strategic Mistake Of Sora26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix30:58 Responding To comments

00:00 Overview02:00 The Fall of FICO31:09 Meta $9 Trillion Market Cap Goal32:50 Fail Of The Week: Robots

00:00 Overview02:41 End Of The Metaverse18:37 Mark Zuckerberg Creating AI CEO21:47 Uber Invests In Rivian23:47 Project Hail Mary Success27:20 Costco CEO Eats Hot Dog29:28 Fail Of The Week: Marc Andreessen No Introspection

00:00 Overview02:00 Apple's Superior AI Strategy25:30 Intuit Is Doubling Buybacks27:00 Adobe Earnings32:05 Netflix Paid $600 For AI Company35:00 Fail Of The Week: SEC Quarterly Report

In this episode we review why I purchased, and continue to buy, Meta.

00:00 6 Compounding Machines On A Dip27:45 Tom Lee Predictions30:00 Fail Of The Week: Prediction Of AI Destruction

00:00 Overview02:00 Oil Goes Above $10025:30 Anthropic Sues Trump Administration30:20 Netflix Buys Ben Affleck AI Company34:43 Fail Of The Week: More CEO's Eat Their "product"

We value each stock based on historical valuation and future DCF.

00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO

00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal46:36 Fail Of The Week: Robot Vacuum Hacking

00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario

00:00 Investors Are Scared14:00 3 Monopolies To Buy17:14 Chris Hohn 13f Holding Update19:18 Netflix And Warner Bros21:20 Responding To Jeremy On Duolingo31:52 Fail Of The Week: Chamath Palihapitiya

00:00 Introduction02:00 Things Are Changing Fast19:50 Bill Ackman Buys Meta

00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad

00:00 Overview01:13 Stock Market Panic 13:10 Duration And Business Model19:59 Uber Earnings21:40 Fail Of The Week: Netflix at Congress

00:00 Overview02:00 Meta Analysis12:50 Meta Capex Spend Explained22:00 Tom Lee Bitcoin Prediction23:15 Waymo Accident27:47 Nvidia Walks Back OpenAI Deal

00:00 Overview02:00 Microsoft13:00 Meta18:24 ASML20:08 Mastercard22:00 Tesla

Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo

00:00 Overview01:58 The Markets Are Sinking14:53 Buying $5,000 More Of Duolingo18:17 Netflix Earnings21:50 Andy Jassy On Job Loss26:20 Chris Hohn Breaks Hedge Fund Record30:25 Fail Of The Week: Beast Games Contestant

00:00 Introduction03:00 Netflix & Warner Bros11:40 JP Morgan Is No Longer A Bank16:00 Amazon Advances With Robotics18:52 Visa & Mastercard Interest Rate Cap23:37 Gemini's Unfair Advantage25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself

00:00 Fed vs President Trump15:00 Duolingo CFO Steps Down23:40 Apple and Google Partnership25:13 Paramount Sues Warner Bros

00:00 Preview02:00 The Best Stock17:08 Warner Bros Rejects Paramount, Again19:00 Brad Gerstner on 202622:55 Palmer Luckey's Great Take24:00 Trump Blocking Wall Street from Buying Homes28:00 Fail Of The Week: AI "Pranks"

We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.

00:00 Overview02:00 Best & Worst Stocks Of 202529:50 2026 Predictions37:20 Fail Of The Week: The Nike Exploiter

00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything

00:00 Overview02:46 Paramount Was Denied19:45 Tom Lee Is Bearish21:17 Mark Mahaney on Google In 202624:11 Netflix Is Now In Podcasts25:38 Fail Of The Week: Director Tricks Netflix

00:00 Overview03:00 2025 picks05:00 Amazon09:00 Bristol Myers Squibb11:00 Comcast14:00 Exxon Mobile15:00 Fairfax Financial16:50 Flutter Entertainment18:33 Madison Square Garden21:04 Visa22:57 SL Green Realty24:34 Disney26:21 Disney Deal with OpenAI32:00 Google Goes After Zillow35:00 Fail Of The Week: Elizabeth Warren

00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks

00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat

What does this mean? We review it in this episode.

00:00 Introduction03:00 OpenAI Sam Altman Declares Code Red12:45 Google Servers In Space15:03 Waymo Is Changing Health Care23:32 Netflix Buying Warner Media26:25 Fail Of The Week: Waymo

00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things

00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week

Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.

00:00 Amazon Catalysts13:00 5 Stocks Worth Considering30:03 Tom Lee & Dan Ives On Market Sell Off33:38 Netflix Party games35:12 Fail Of The Week: Michael Saylor

00:00 Michael Burry Short Position26:59 Mark Mahaney Top 3 Stock Picks35:43 Waymo Expands To Freeway37:30 Fail Of The Week - Admitting Your Fraud

00:00 Overview03:00 Don't Miss The Opportunity18:20 Visa & Mastercard Settle22:50 $2,000 Dividend Stimulus25:19 Gene Munster Apple Call28:00 Dan Ives Meta Table Pounder29:20 Mark Mahaney on Duolingo & Uber32:50 Fail Of The Week - Employees Harass HR

00:00 Overview04:00 Duolingo Reaction36:00 Google TPU Advancement38:00 Fail Of The Week Chipotle

00:00 Introduction03:04 Meta's Issue with Capex08:35 Salesforce & Adobe Fundamentals vs Sentiment12:00 S&P Global & Equifax Catalysts Ahead15:36 Netflix's Underappreciated Financial Strength22:29 Uber CEO On It's Future26:00 Amazon Sues Perplexity

00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 Fail Of The Week: Sam Altman

Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.

Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.

00:00 Overview01:44 Netflix Earnings08:00 Tesla Earnings13:45 Amazon Replacing 600,000 Jobs22:40 Fail Of The Week: NBA Coach Bets His Life

00:00 Overview02:00 OpenAI Releases AI Browser13:10 Salesforce Stock Surge15:00 Equifax Earnings18:45 Warner Bros Sale21:50 Netflix Future23:15 Fail Of The Week: Amazon

00:00 Overview02:00 New Buys Today14:30 Salesforce Dreamforce16:50 Sundar Pichai Interview27:30 Fail Of The Week (Grant Cardon)

00:00 Overview02:00 ASML Earnings14:35 Brad Gerstner on AI Bubble25:30 Agentic Commerce28:00 Waymo Expansion28:50 Salesforce OpenAI Deal

00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week

00:00 Overview02:00 AMD Open AI Deal11:40 The 1999 Stock Bubble Is Here15:30 Portfolio Construction

AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.

- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction

Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.

The market is getting overvalued. We look at five high quality stocks that are still a deal.

00:00 Overview02:00 AI Capex Warning13:22 Costco Earnings Report18:50 Tia Lopez RadioShack Scheme24:00 Duolingo Chess

00:00 Overview02:30 The Amazon Thesis26:30 Jimmy Kimmel Returns33:20 Mark Mahaney Netflix

00:00 Overview02:00 Why ASML Stock Is Surging13:40 Nvidia $100b Investment16:50 H1-B Visa Changes21:40 Meta Live Demo Fail24:02 Fail Of The Week

00:00 Introduction02:05 What I'm Buying and Selling18:20 The Impact Of Rate Cuts21:52 Jimmy Kimmel Suspension36:55 Linkedin Tax-Saving Strategy

00:00 Overview02:50 Option Care Health05:43 Twilio08:35 U-Haul09:39 Elf Beauty11:44 Innodata14:00 Vertiv15:32 Aptiv16:43 FirstCash21:10 XQO22:23 JBS23:50 Interest Rates Lowered25:54 Waymo Expansion and Safety28:30 Comment Section

00:00 The Case For Opendoor18:10 Gemini Number One In App Store20:19 Should We End Quarterly Reports

00:00 Portfolio Update21:10 Paramount, Warner Bros, And Netflix24:45 TikTok Interview

Does your stock have a strong hold or a picket fence? We discuss in this video.

00:00 Overview02:00 Amazon New Bull Case16:50 Salesforce24:22 Duolingo36:00 Lululemon38:00 Elon Musk Pay Package

00:00 Overview02:00 Google Valuation Breakdown15:00 Investing In September20:00 Kraft Heinz Split

00:00 Intro02:00 Nvidia Earnings 11:42 ChatGPT Legal Dispute 24:15 Google Case May Hurt Apple More26:15 Cracker Barrel Rebrand Reversal28:10 American Eagle Marketing

00:00 Intro02:00 Investors Are Nervous11:50 US Buys 10% of Intel20:00 Google Hits All-Time Highs26:10 Netflix Stock Movie Hit29:20 Uber CEO on Tesla & Waymo31:16 TikTok Solves America Debt

00:00 Intro02:05 Interest Rates Lowered 05:00 FICO & Equifax17:30 Google Keeps Winning24:24 Intuit Earnings26:30 Cracker Barrel Rebranding

00:00 Overview04:48 Duolingo09:20 Netflix12:47 Amazon14:42 S&P Global16:22 Microsoft18:49 Mastercard20:33 Google26:10 Costco27:53 Intuit29:32 Texas Roadhouse31:12 Booking Holdings33:22 Moody's35:00 Salesforce37:06 Equifax39:22 ASML

00:00 Intro01:55 Warren Buffett06:00 Bill Ackman11:21 Dev Kantesaria15:30 Chris Hohn18:00 AltaRock20:00 Michael Burry21:30 Terry Smith24:30 ValueAct Capital25:16 Tiger Global

00:00 Overview01:00 Trimming Texas Roadhouse 07:00 AI Eating Software20:00 Apple's Robotics Play23:00 Perplexity Offers To Buy Chrome26:50 Mark Mahaney On Duolingo30:26 Amazon Pushes Into Grocery33:30 Paramount Buys UFC35:50 Qualtrim on Cable News

00:00 Overview01:00 Duolingo Review13:38 Responding To Comments23:10 Texas Roadhouse26:00 Uber and Waymo

00:00 Microsoft14:20 Meta22:40 S&P Global25:00 FICO30:00 Mastercard31:30 Spotify

00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon

00:00 Overview01:28 Google Earnings Analysis35:26 Tesla Earnings Analysis

00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer

This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. The video also touches on broader themes such as the impact of AI on the tech sector,

00:00 Overview01:00 Buying More Google Stock13:34 Nvidia Hits 4 Trillion14:22 Fundsmith Performance Review18:50 FICO and VantageScore20:40 Waymo TAM Expands25:10 Sam Altman Interview

(00:00) Intro(01:00) AI Investment Analysis(21:00) Trump Tariffs Are Back(23:50) Musk Starts A Political Party(27:50) SharkNinja Innovation

00:00 Overview04:40 Portfolio Update09:20 New Amazon Thesis22:09 Tom Lee Believes Markets Will Go higher25:00 Mark Mahaney, Google Is Top Pick30:20 Meta Poaching AI Employees34:51 Lululemon Sues Costco

00:00 Why I Keep Buying Equifax08:10 The US Bombs Iran, What Now13:30 Tesla Robotaxi Launch23:38 Zuckerberg Recruiting AI Talent27:10 Hims Down -30%28:57 Amazon Satellite Project

00:00 Google06:08 Meta07:37 Nvidia09:40 Spotify12:00 Apple15:10 Mastercard / Visa18:00 Amazon19:25 MSCI21:14 Uber24:00 ASML26:20 Adobe29:00 Intuit31:00 Equifax32:45 Netflix34:14 Tesla36:10 Palantir38:08 Lululemon40:10 AMD41:20 Costco42:17 Booking Holdings

00:00 The US and Iran Situation06:00 My Game Plan13:50 Amazon CEO Says Fewer Employees25:30 The Robotaxi Battle Heats Up32:50 Sam Altman Microsoft & Meta Dispute

00:00 Introduction02:50 Focusing On AI05:00 ASML08:20 Meta09:26 Amazon12:28 Intuit14:40 Nvidia15:50 Salesforce19:10 Microsoft19:50 Google22:00 Oracle23:03 Palantir24:40 Brad Gerstner AI Thoughts33:36 Meta Buys AI Company34:30 Disney Sues AI Company

00:00 Intro01:30 Must & Trump Ending33:56 Jobs Report35:00 LULU Stock Crashes37:00 Amazon Is Making Human Robots

00:00 Introduction01:30 Quatrim Plug02:30 Portfolio Performance08:00 Netflix Analysis17:40 Amazon Analysis26:51 Google Analysis32:00 Microsoft Analysis35:30 S&P Global Analysis36:50 Meta Full AI Ads40:40 Tom Lee Bull Market

00:00 Intro02:20 FICO16:20 Salesforce20:30 ASML23:34 Amazon25:22 Google

00:00 intro02:00 Google Declares War on ChatGPT19:30 Elon Musk Robotaxi Interview28:00 FICO Stock Price Falls33:00 Klarna, The Fail Of The Week

00:00 Intro02:02 United Health Group 10:37 Moody's Downgrades US Govt Debt17:02 GTA 6 CEO Interview20:00 Police Officer vs Waymo

00:00 intro02:22 Bill Ackman 13f08:40 Michael Burry 13f13:38 Christopher Boomstran 13f20:20 Dev Kantesaria 13f22:56 Berkshire 13f25:00 Chris Hohn 13f26:10 Terry Smith 13f28:00 Sundar Pichai Answers Tough Questions45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking

00:00 intro02:00 Chris Hohn History20:30 Triple Front Partners 13f22:30 Chuck Akre 13f23:40 Josh Tarasoff 13f24:40 Polen Capital 13f27:36 AirBnb Midlife Crisis35:40 Waymo Recalls 1,200 Cars

00:00 intro02:05 US-China Trade Deal16:03 Biggest Fail Of The Year21:13 Regulation of Pharma Prices28:24 Why Is Microsoft Azure Growing So Fast

00:00 Intro02:00 US and UK Trade Deal Analysis07:30 Google Stock Struggles15:20 Palantir Top Ten Tech Stock22:50 Cathie Wood Tesla Prediction

00:00 Intro02:21 Big Tech vs The Bears07:00 Microsoft Earnings14:00 Apple Earnings 17:46 Meta Earnings22:58 Amazon Earning29:40 Job Report34:15: GTA 6 Delay

00:00 Intro02:00 Portfolio Overview04:55 The Upcoming Recession11:11 S&P Global Earnings17:33 Visa Earnings19:50 Booking Holdings Earnings25:00 FICO Earnings25:48 Spotify Earnings26:46 Microsoft / Meta Upcoming Earnings27:00 Amazon Upcoming Earnings

00:00 Intro03:00 S&P Gobal08:22 Spotify11:59 Visa / Mastercard14:20 Booking Holdings18:14 Microsoft22:00 Meta22:30 Amazon34:15 Apple

00:00 Intro01:38 Google's Now eBay According To Analysts19:31 Consumer Outlook Worsens27:36 New Slate Truck

00:00 Intro01:00 Why Stocks Are Up05:06 Why Tesla Surged13:45 Equifax Earnings Reaction18:52 Moody's Earnings Reaction22:34 Portfolio Performance

00:00 Intro01:33 Google09:15 Tesla14:00 Moody's15:00 Equifax17:30 Chipotle18:13 ServiceNow21:09 Trump Firing Jay Powell24:00 Netflix Earnings