The Joseph Carlson Show

00:00 SpaceX Incredible IPO15:20 Nvidia's Amazing Earnings Report16:17 Why I'm Selling Intuit21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

00:00 Episode Overview00:50 Chris Hohn Sells Microsoft and Buys Google08:54 Bill Ackman Buys Microsoft and Sells Google13:40 Dev Kantesaria Is Down -20% This Year17:00 Berkshire Sells a LOT of Holdings19:03 Terry Smith's Recent Performance Is Horrible21:40 Pat Dorsey Is Buying Uber23:30 Alta Rock Portfolio Bets Big On Amazon24:15 Brad Gersner Bets Big on AI25:00 Chuck Akre's Fund Will Struggle26:40 Fail Of The Week: Waymo

00:00 Episode Overview02:00 Google As An Example06:11 Amazon11:22 Uber15:20 DoorDash18:03 Shopify20:32 Meta24:58 Broadcom29:03 Mercado Libre31:50 Game Stop Rejection33:57 Fail Of The Week: Texas vs Netflix

00:00 Episode Overview01:20 Why Chris Hohn Is Selling17:48 Chris Hohn Has Been Wrong Before24:57 Texas Roadhouse Bull Case28:23 Fail Of The Week: Prediction Markets

00:00 Episode Overview01:45 The "Culture" Problem07:37 Brad Gerstner On AI Landscape15:22 Dario's vs Jensen21:20 Ackman On Zuckerberg31:05 Fail Of The Week: NY Mayor vs Ken Griffin

00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen

00:00 Episode Overview02:00 Google Earnings19:58 Meta Earnings30:59 Amazon Earnings40:34 Fail Of The Week: Blue vs Red

00:00:00 - Intro & Qualtrim Overview00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)00:10:43 - The Big Tech "AI Layoff" Myth00:18:06 - Google & Microsoft Expectations00:23:50 - Amazon & Meta Growth Strategies00:27:36 - Apple's Financial Engineering00:28:47 - Elon vs. OpenAI & The Polymarket Fail

Tom Lee shares his view on why the market is set up for the best 12 to 18 months

00:00 Episode Overview03:53 Analysts Warn About The Market09:00 Meta Bear Case15:12 Salesforce & Adobe21:00 Netflix Earnings Reaction25:00 Fail Of The Week: The change-name AI Frenzy

00:00 Episode Overview02:00 The Market Recovery14:00 Netflix Earnings15:30 Amazon Buys Satellite Company16:28 Analysts Turn Bullish On Meta27:00 Jensen Says Amazon Is Lying37:00 Fail Of The Week: Allbirds Goes to AI39:45 New Qualtrim Feature

00:00 Episode Overview03:00 Portfolio Update10:11 Amazon Updated Analysis32:20 Meta Updated Analysis45:40 Fail Of The Week

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