The Joseph Carlson Show

00:00 The Growth of Momentum Investing 19:00 How Buffett Comapres To Terry Smith 29:00 Starbucks Is Building Their Own Software 32:00 Fail Of The Week: AI Cheating In School

00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor

00:00 Jeremy Grantham Predictions 18:20 Zuckerberg Talks About Meta's Spend 33:40 Fail Of The Week: Polen Capital Collapse

00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager

00:00 Introduction 02:00 The Market Is Focused on AI 13:40 Why Uber & DoorDash 25:00 Google's Stock Goes Down Today 29:00 Fail Of The Week: Polymarket

Why Meta is my biggest single bet today.

00:00 Intro 02:00 Portfolio Update 10:00 SpaceX IPO Reaction 22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

00:00 Intro 02:00 11 Top Undervalued Stocks To Buy 18:26 ASML's Dominance Continues 25:00 Social Reckoning Movie Trailer

00:00 Overview 02:00 The Market Is Getting More Volatile 08:00 Steve Eisman's Bearish Take 19:48 Meta Rumored Equity Raise 22:00 Fail Of The Week: Sam Bankman-Fried

0:00 Intro 02:00 Google's Strategic Reason For Record Dilution 26:09 Tom Lee Explains Next 3 Year Bull Run 19:00 YouTubers Are Taking Over Hollywood 32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and durable supply-chain advantages 9:04 The danger of assuming cyclicals are no longer cyclical 11:13 Phase 3:...

00:00 SpaceX Incredible IPO 15:20 Nvidia's Amazing Earnings Report 16:17 Why I'm Selling Intuit 21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund...

00:00 Episode Overview 02:00 Google As An Example 06:11 Amazon 11:22 Uber 15:20 DoorDash 18:03 Shopify 20:32 Meta 24:58 Broadcom 29:03 Mercado Libre 31:50 Game Stop Rejection 33:57 Fail Of The Week: Texas vs Netflix

00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets

00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin

00:00 Episode Overview 06:45 Meta 10:10 Visa & Mastercard 11:57 Microsoft 13:52 Buffett on The Market Today 18:59 Fail Of The Week: Ryan Cohen

00:00 Episode Overview 02:00 Google Earnings 19:58 Meta Earnings 30:59 Amazon Earnings 40:34 Fail Of The Week: Blue vs Red

00:00:00 - Intro & Qualtrim Overview 00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood) 00:10:43 - The Big Tech "AI Layoff" Myth 00:18:06 - Google & Microsoft Expectations 00:23:50 - Amazon & Meta Growth Strategies 00:27:36 - Apple's Financial Engineering 00:28:47 - 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 Overview 03:53 Analysts Warn About The Market 09:00 Meta Bear Case 15:12 Salesforce & Adobe 21:00 Netflix Earnings Reaction 25:00 Fail Of The Week: The change-name AI Frenzy

00:00 Episode Overview 02:00 The Market Recovery 14:00 Netflix Earnings 15:30 Amazon Buys Satellite Company 16:28 Analysts Turn Bullish On Meta 27:00 Jensen Says Amazon Is Lying 37:00 Fail Of The Week: Allbirds Goes to AI 39:45 New Qualtrim Feature

00:00 Episode Overview 03:00 Portfolio Update 10:11 Amazon Updated Analysis 32:20 Meta Updated Analysis 45:40 Fail Of The Week

00:00 Episode Overview 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments

00:00 Episode Overview 01:28 Qualtrim Plug 02:20 Nike 09:10 Booking Holdings 12:48 Robinhood & American Express 15:20 Intuit 18:20 Jamie Dimon & Tom Lee 22:25 Open AI and Anthropic IPO 26:58 Fail Of The Week: Italy Court