The Joseph Carlson Show I Just Bought $5,000 More Of This Compounding Machine
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Jul 9, 2025 A deep dive into investing strategies reveals a $5,000 boost to Google stock while NVIDIA's market cap skyrockets to $4 trillion. The rivalry of credit scoring models sees VantageScore challenging FICO as mortgage dynamics shift. Waymo's adventurous plans include offering ride-hailing services for teens, promoting safety for parents. Autonomous vehicle testing heats up as Waymo navigates regulations in NYC, and an insightful interview kicks off a discussion on tech industry talent wars featuring heavyweights like Sam Altman and Mark Zuckerberg.
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Google Undervalued Despite Negative Narrative
- Google stock is currently undervalued at an 18 to 19 PE ratio despite strong fundamentals.
- Market narratives about Google search dying contrast with its continued 12% year-over-year growth.
Netflix Stock Drop and Recovery
- Netflix lost 1 million subscribers, causing a 74% stock drop in 2022.
- Despite grim media narratives, Netflix's stock later grew 5 to 6 times from its lows, proving investors mispriced the company.
YouTube and Cloud Drive Google Value
- YouTube and Google Cloud grow combined at 21% annually, potentially worth more than Netflix.
- These segments alone could justify Google's current $2.1 trillion market cap within five years.