The Joseph Carlson Show

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

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

Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big.Plus:A surprising twist involving an “AI-powered” shopping app (really powered by humans)

The video details how the stock market reacted positively to President Trump's revised tariff strategy, which involved increasing tariffs on China while reducing them for other nations. This market surge, reminiscent of the 2009 rebound under President Obama, saw significant gains for major tech companies. The presenter suggests that this market behavior aligns with previous predictions about tariffs being adjusted if they negatively impacted the US economy, and anticipates potential future trade agreements that could further stimulate the market. The core message emphasizes the importance of capitalizing on market volatility and investing during periods of uncertainty, as sudden market upswings can yield substantial returns.

This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address trade imbalances. Amidst the uncertainty, the speaker shares his personal investment strategy of buying quality stocks during this downturn, drawing parallels to his successful approach during the pandemic, while acknowledging the inherent risks but emphasizing the potential for substantial returns.

We break down what this tariff plan means for the future

00:00 Intro04:08 Why Big Tech Is Undervalued22:02 Waymo & Uber26:13 Google Is Ahead In AI31:05 Amazon Implementing AI34:00 Berkshire Giveaway

00:00 Intro02:00 Google Buying Wiz13:25 Market Continues Downward15:41 Zoox Robotaxi Expansion20:48 Mark Rober Vs Tesla39:17 Costco Pressures Chinese Suppliers43:18 Analysts Upgrade Netflix

00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 ASML29:34 Salesforce31:15 Microsoft33:25 VICI33:50 Mastercard36:00 Uber38:15 Intuit39:56 Booking Holdings43:10 Netflix

00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earnings16:40 Intuit Earnings21:01 Salesforce Earnings27:00 Nvidia Earnings31:53 Apple $500b investment36:53 Microsoft Cancels Data Leases38:34 Streaming Is Taking Over Cable

We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.

This is part 1 of the super investor 13f reviews.

00:00 Intro02:43 Why Everyone Is Selling Big Tech16:46 Expedia & Booking Holdings17:50 Bill Ackman Buys Uber

Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The Impacts of Trump Tariffs 19:00 Walgreens vs Fridge Door Company