The Joseph Carlson Show

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, macroeconomic uncertainty, and geopolitical risks. The video concludes by encouraging viewers to subscribe for next week's earnings reports, which will include Google and Tesla.

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