The Joseph Carlson Show

00:00 Stocks Surge 11:40 Buffett On The Market 13:00 Fail Of The Week: Child Affordability Study 21:57 Responding To Comments

00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments

00:00 Overview 02:00 The Fall of FICO 31:09 Meta $9 Trillion Market Cap Goal 32:50 Fail Of The Week: Robots

00:00 Overview 02:41 End Of The Metaverse 18:37 Mark Zuckerberg Creating AI CEO 21:47 Uber Invests In Rivian 23:47 Project Hail Mary Success 27:20 Costco CEO Eats Hot Dog 29:28 Fail Of The Week: Marc Andreessen No Introspection

00:00 Overview 02:00 Apple's Superior AI Strategy 25:30 Intuit Is Doubling Buybacks 27:00 Adobe Earnings 32:05 Netflix Paid $600 For AI Company 35:00 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 Dip 27:45 Tom Lee Predictions 30:00 Fail Of The Week: Prediction Of AI Destruction

00:00 Overview 02:00 Oil Goes Above $100 25:30 Anthropic Sues Trump Administration 30:20 Netflix Buys Ben Affleck AI Company 34:43 Fail Of The Week: More CEO's Eat Their "product"

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

00:00 Overview 02:00 Steve Eisman & Tom Lee On War 06:45 Netflix Walks Away From Warner Deal 20:48 Duolingo Falls 20% After Earnings 32:00 Fail Of The Week: McDonalds CEO

00:00 Overview 02:00 Agents Remove Friction 10:31 DooDash Disruptted Rebuttal 24:17 Mastercard Disrupted Rebuttal 32:40 The Domino Effect Rebuttal 42:45 Netflix Warner Bros Update 44:45 Meta & AMD Chip Deal 46:36 Fail Of The Week: Robot Vacuum Hacking

00:00 Overview 02:00 Super Investor Buys 17:17 Moody's Earnings 22:40 DoorDash Earnings 23:55 Fail Of The Week: Sam & Dario

00:00 Investors Are Scared 14:00 3 Monopolies To Buy 17:14 Chris Hohn 13f Holding Update 19:18 Netflix And Warner Bros 21:20 Responding To Jeremy On Duolingo 31:52 Fail Of The Week: Chamath Palihapitiya

00:00 Introduction 02:00 Things Are Changing Fast 19:50 Bill Ackman Buys Meta

00:00 Overview 02:00 Burry's Argument 11:30 Big Tech Valuation 18:50 Jensen Asked About CAPEX 31:34 Fail Of The Week: Anthropic Super Bowl Ad

00:00 Overview 01:13 Stock Market Panic 13:10 Duration And Business Model 19:59 Uber Earnings 21:40 Fail Of The Week: Netflix at Congress

00:00 Overview 02:00 Meta Analysis 12:50 Meta Capex Spend Explained 22:00 Tom Lee Bitcoin Prediction 23:15 Waymo Accident 27:47 Nvidia Walks Back OpenAI Deal

00:00 Overview 02:00 Microsoft 13:00 Meta 18:24 ASML 20:08 Mastercard 22:00 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 Overview 01:46 Google 06:18 Mastercard 09:40 Amazon 11:20 S&P Global and Moody's 12:45 ASML 15:20 Netflix 20:12 Microsoft 21:06 Costco 24:44 Intuit 26:33 Salesforce 28:10 Texas Roadhouse 30:40 Equifax 32:30 Duolingo

00:00 Overview 01:58 The Markets Are Sinking 14:53 Buying $5,000 More Of Duolingo 18:17 Netflix Earnings 21:50 Andy Jassy On Job Loss 26:20 Chris Hohn Breaks Hedge Fund Record 30:25 Fail Of The Week: Beast Games Contestant

00:00 Introduction 03:00 Netflix & Warner Bros 11:40 JP Morgan Is No Longer A Bank 16:00 Amazon Advances With Robotics 18:52 Visa & Mastercard Interest Rate Cap 23:37 Gemini's Unfair Advantage 25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself

00:00 Fed vs President Trump 15:00 Duolingo CFO Steps Down 23:40 Apple and Google Partnership 25:13 Paramount Sues Warner Bros

00:00 Preview 02:00 The Best Stock 17:08 Warner Bros Rejects Paramount, Again 19:00 Brad Gerstner on 2026 22:55 Palmer Luckey's Great Take 24:00 Trump Blocking Wall Street from Buying Homes 28:00 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 Overview 02:00 Best & Worst Stocks Of 2025 29:50 2026 Predictions 37:20 Fail Of The Week: The Nike Exploiter