The Joseph Carlson Show

00:00 Introduction

02:03 Qualtrim

03:16 How I Set My Price Targets

04:23 Mastercard

07:27 Amazon

09:27 Alphabet / Google

11:49 Meta

14:18 S&P Global

15:01 Microsoft

16:15 ASML

17:55 Costco

19:17 Netflix

21:55 Texas Roadhouse

23:25 Moody’s

24:13 Duolingo

25:22 Uber

26:25 DoorDash

28:26 Amazon Earnings Breakdown

39:16 Anthropic Results & Steve Eisman

46:01 Fail of the Week: The $1 Million Kick

00:00 Google’s Selloff & My Portfolio

04:20 Google’s Revenue Growth

06:00 Understanding Google’s Earnings & Valuation

09:03 Free Cash Flow & Capital Spending

10:49 Is AI Hurting Google Search?

14:15 Management’s Explanation & AI Monetization

20:24 Google Cloud, YouTube & My Outlook

24:14 Mastercard Earnings

25:15 Microsoft Earnings

26:15 DoorDash’s Proposed Instacart Acquisition

Anthropics S1 shows the fastest growth ever.

I explain why I'm buying $5,000 of Netflix tomorrow.

00:00 Earnings Season Heats Up & AI Bubble Fears

01:26 Qualtrim Membership

02:24 SpaceX Earnings: Starlink, Space & AI

05:47 SpaceX vs. Amazon: The Valuation Problem

09:24 Netflix Earnings: A Buying Opportunity?

12:16 ASML: When Market Narratives Create Opportunity

14:33 Netflix's Engagement Concerns & Layoffs

18:17 Meta Earnings: Advertising Power & AI Spending

21:08 Tesla Earnings: Robotaxis, Competition & Valuation

24:44 Moody's Earnings: A Long-Term Compounder

25:47 Brad Gerstner: Bullish on AI but Selling Stocks?

31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund

34:07 Fail of the Week: ESPN Embraces Sports Gambling

35:30 How Gambling Advertising Influences Journalism

The new earnings season has started where the majority of growth is coming from a few AI companies.

Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings.

0:00 I Bought 3 Turnaround Stocks

1:31 Netflix — Buying More After the Selloff

6:37 Netflix’s Growth Is Being Misunderstood

10:35 The Netflix “Low-Quality Content” Criticism

17:53 Uber — Buying the 30%+ Drop

21:18 S&P Global — My Third Purchase

24:13 Nike — Why I’m Still Avoiding It

26:03 FICO — Great Business, Major Risk

27:42 Tom Lee Says Investors Are Too Pessimistic

29:12 Fail of the Week: Apple vs. AI Agents

0:00 Why Google & Meta Could Win AI

2:08 The AI Race: OpenAI vs. Anthropic

3:33 Meta Goes All-In on AI

5:08 Google's Comeback With Gemini

7:04 Gemini 4 Benchmarks

9:33 Google & Meta's Financial Advantage

12:16 Free AI, Pricing & Monetization

17:26 Trust, Distribution & OpenAI's Super-App Problem

23:05 Netflix Selloff & Ted Sarandos

25:52 FICO's Stock Collapse

I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over AI and jobs, contrasting Jensen Huang’s optimistic view with Andrew Yang’s concerns about automation, before finishing with Bob Chapek’s comments about what happened behind the scenes at Disney and Bob Iger’s return.

0:00 Intro

1:31 $1.5 Million Portfolio Update

3:04 Google Falling Behind in AI

7:29 Meta’s Huge Comeback

10:35 Amazon & the Portfolio

16:29 Netflix Gets Crushed

23:08 Jensen Huang vs. Andrew Yang on AI

32:20 Bob Iger — Fail of the Week

Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why Amazon’s decision to block Muse may be less about “security and privacy” and more about protecting its advertising business and its direct relationship with customers. We’ll look at what happens if AI agents become the new way people shop online, how Meta could respond to Amazon’s blockade, and why I think this fight is only the beginning.We also have a new Fail of the Week. Andrew Yang went on CNBC with an extraordinary claim that rogue AI bots have “polluted” the internet to the point that major AI companies can no longer use it for training. I dig into what he actually said, whether there’s evidence behind it, and why the technical explanation raises some major questions. Plus, we revisit Gene Munster’s bearish Meta call after the stock’s huge rebound and take a closer look at just how quickly the AI landscape is changing.0:00 Meta, Muse & Amazon: The War Begins

2:00 Why Meta Stock Is Surging

3:39 Muse Changes the Meta Story

10:22 Amazon Blocks Muse

13:21 The Real Reason Amazon Is Worried

16:41 How Meta Can Respond

21:55 Gene Munster’s Meta Call Revisited

23:10 Andrew Yang’s “Polluted Internet” Claim

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world’s biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer’s gatekeeper?”0:00 The Agentic Commerce Thesis

2:03 Meta Muse: The First Real Consumer Agent

5:43 How AI Agents Could Reshape Business

7:26 The Friction Framework: Who Is Most Exposed?

11:57 The Four Stages of the Agent Economy

18:28 Booking Holdings, DoorDash & Intuit

27:12 Google, Amazon, Uber & Duolingo

32:15 Microsoft, Meta, Visa & Mastercard

36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse

41:14 Which Companies Are Most Exposed to AI Agents?

0:00 The AI Slowdown Battle

4:05 Why Meta Benefits Most

6:49 How Meta Wins Either Way

12:41 Meta’s New AI Assistant

15:41 Zuckerberg’s Track Record

20:43 Dario’s Real Incentives

29:21 The Problem With “Coordinated Pacing”

31:46 Fail of the Week: Hunter Biden’s Meme Coin

Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.

00:00 What's Happneing In The Stock Market

17:31 Microsoft to Reveal Cloud Growth

19:45 S&P Global To Sell Capital IQ

21:52 Google Avoids Breakup

23:00 Fail Of The Week: Teleprompter Operator

Why the biggest bear, Ed Zitron, belives AI is a con.

00:00 Meta Strategic Victory In Lawsuit

18:30 Microsoft Is Hiding From Investors

21:23 Netflix May Offer Peacock Through It's Service

26:15 Win Of The Week: SharkNinja's Innovation

00:00 Buy Prices For Every Stock

26:18 Uber Hit Piece

38:50 Fail Of The Week: Gene Munster

00:00 How To Have An Edge In Investing

15:02 Sharing My Investment Journey

19:15 Top Pick 1: Meta

23:50 Top Pick 2: Uber

25:50 Top Pick 3: S&P Global

27:30 Duolingo DAU Update

29:20 Fail Of The Week: Amazon Drone Delivery

30:45 New Carlson Family Member

00:00 Super Investor Portfolio Update

23:00 Meta Lawsuit Gets Worse

In this episode we review Bill Ackmans new buys.

00:00 Overview

01:24 IMAX

08:33 Reddit

11:39 MELI

13:20 Adobe

16:28 Nike

17:50 Rollins

19:40 Copart

23:04 Nebius

24:58 Cava

26:35 Fail Of The Week: Elisson vs California

00:00 Introduction

01:00 A History Of Picking Stocks

06:30 Uber

11:50 Meta

18:02 Netflix

20:15 Semianalysis Gemini Has Lost

23:48 Fail Of The Week: Keith Rabois

00:00 Intro

02:30 AWS Has Changed The Market

11:26 FICO Earnings

14:24 Uber & DoorDash

19:00 Duolingo

22:00 Texas Roadhouse

23:00 Tom Lee 2027 Prediction

Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well.

00:00 Introduction

03:01 PayPal Stock

08:33 S&P Global Earnings

12:36 Visa and Mastercard

17:16 FICO and Robinhood

19:38 Meta and Microsoft Earnings

27:05 The Three Layers of AI

37:05 ASML and China’s Chip Machines

39:11 AI, Hiring, and the Future of Jobs

41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem

00:00 Introduction

02:00 ASML Earnings Reaction

10:00 Netflix Earnings Tomorrow

11:50 JP Morgan & The Banks

12:20 Buffett Reveals He Bought Google

Fail Of The Week: Kalshi & New York City

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: Hyperscalers take control

16:09 Software stocks: AI disruption or rerating opportunity?

20:06 How I’m positioning my portfolio

23:13 Ferrari’s EV and the risk to the brand

27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption

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 Will Struggle

26:40 Fail Of The Week: Waymo

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

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

00:00 Introduction

02:00 Blueprint to $1 million Portfolio

19:20 Waymo Causes Roadblock

23:32 Fail Of The Week: losing Everything

00:00 Overview

02:46 Paramount Was Denied

19:45 Tom Lee Is Bearish

21:17 Mark Mahaney on Google In 2026

24:11 Netflix Is Now In Podcasts

25:38 Fail Of The Week: Director Tricks Netflix

00:00 Overview

03:00 2025 picks

05:00 Amazon

09:00 Bristol Myers Squibb

11:00 Comcast

14:00 Exxon Mobile

15:00 Fairfax Financial

16:50 Flutter Entertainment

18:33 Madison Square Garden

21:04 Visa

22:57 SL Green Realty

24:34 Disney

26:21 Disney Deal with OpenAI

32:00 Google Goes After Zillow

35:00 Fail Of The Week: Elizabeth Warren

00:00 Overview

02:00 Netflix Is Dead Money

04:00 Outline Of My Buy Strategy

08:00 Why Netflix Wins In Every Case

24:30 Waymo Reaches 450,000 Rides Per Week

29:00 Investors Are Turning Away From AI Stocks

00:00 Overview

03:00 Mastercard

08:00 Meta

10:24 Adobe

14:20 Amazon

15:02 Duolingo

17:03 Nvidia

18:25 Salesforce

19:25 Google

21:05 Microsoft

21:25 Uber

22:50 Netflix

26:00 Tesla

28:10 Palantir

29:50 ASML

31:30 Paramount Hostile Bid

40:50 Fail Of The Week: Waymo vs Kitkat

What does this mean? We review it in this episode.

00:00 Introduction

03:00 OpenAI Sam Altman Declares Code Red

12:45 Google Servers In Space

15:03 Waymo Is Changing Health Care

23:32 Netflix Buying Warner Media

26:25 Fail Of The Week: Waymo

00:00 Introduction

03:16 My Biggest Buy (Mastercard)

15:30 Google VS Nvidia

25:00 Stranger Things Premiere

26:52 Fail Of The Week: Gene Munster Google Take

00:00 Introduction

02:00 Ray Dalio & Michael Burry Bubble Talk

18:29 Google Stock Goes Up 6%

23:28 I Bought More Mastercard & Sold Booking Holdings

18:17 My Favorite Things

00:00 Introduction

02:50 Google Hits $300

08:00 Why Mastercard Is Misunderstood

22:23 Nvidia Earnings

26:50 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 Catalysts

13:00 5 Stocks Worth Considering

30:03 Tom Lee & Dan Ives On Market Sell Off

33:38 Netflix Party games

35:12 Fail Of The Week: Michael Saylor

00:00 Michael Burry Short Position

26:59 Mark Mahaney Top 3 Stock Picks

35:43 Waymo Expands To Freeway

37:30 Fail Of The Week - Admitting Your Fraud

00:00 Overview

03:00 Don't Miss The Opportunity

18:20 Visa & Mastercard Settle

22:50 $2,000 Dividend Stimulus

25:19 Gene Munster Apple Call

28:00 Dan Ives Meta Table Pounder

29:20 Mark Mahaney on Duolingo & Uber

32:50 Fail Of The Week - Employees Harass HR

00:00 Overview

04:00 Duolingo Reaction

36:00 Google TPU Advancement

38:00 Fail Of The Week Chipotle

00:00 Introduction

03:04 Meta's Issue with Capex

08:35 Salesforce & Adobe Fundamentals vs Sentiment

12:00 S&P Global & Equifax Catalysts Ahead

15:36 Netflix's Underappreciated Financial Strength

22:29 Uber CEO On It's Future

26:00 Amazon Sues Perplexity

00:00 Overview

02:00 Palantir

06:00 Shopify

08:30 Uber

13:50 Spotify

15:57 AMD

17:34 FICO

18:15 Duolingo

26:40 Texas Roadhouse

28:55 Tom Lee Case For The Bull Market

32:54 Amazon OpenAI Deal

34:07 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 Overview

01:44 Netflix Earnings

08:00 Tesla Earnings

13:45 Amazon Replacing 600,000 Jobs

22:40 Fail Of The Week: NBA Coach Bets His Life

00:00 Overview

02:00 OpenAI Releases AI Browser

13:10 Salesforce Stock Surge

15:00 Equifax Earnings

18:45 Warner Bros Sale

21:50 Netflix Future

23:15 Fail Of The Week: Amazon

00:00 Overview

02:00 New Buys Today

14:30 Salesforce Dreamforce

16:50 Sundar Pichai Interview

27:30 Fail Of The Week (Grant Cardon)