The Joseph Carlson Show

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

This discussion highlights the promising landscape of AI investments, featuring heavyweights like ASML, Meta, and Amazon. Intuit's innovative use of AI in products showcases how technology drives growth. Nvidia and Salesforce are examined for their robust potential in the sector. The importance of assessing market giants like Google and Oracle is emphasized, alongside a critical look at Palantir's valuation. Legal battles over AI content add a layer of intrigue, signaling both challenges and opportunities in this rapidly evolving domain.

00:00 Intro01:30 Must & Trump Ending33:56 Jobs Report35:00 LULU Stock Crashes37:00 Amazon Is Making Human Robots

This insightful discussion begins with the importance of portfolio reevaluation, showcasing impressive gains. It highlights Netflix's growth versus Amazon's diverse strategy, pointing to both companies' potential. The analysis then shifts to tech giants, revealing Google's resilience and Microsoft’s market position. Finally, there's an exciting look at Meta's AI-driven advertising strategy, emphasizing the shift to hyper-targeted marketing and a bullish outlook for the future.

The discussion kicks off with a look at how high-quality companies like S&P Global and Costco are thriving. FICO's recent stock dip is analyzed amid regulatory hurdles, but long-term potential is emphasized. The mortgage industry faces changes impacting credit reporting practices, highlighting the risks of insufficient borrower evaluations. Salesforce's strategic acquisition of Informatica is unpacked, showcasing how it strengthens data management and AI. Finally, ASML's lithography monopoly and the competitive outlook for Amazon and Google are critically examined.

The discussion kicks off with Google's exciting new Gemini app featuring cutting-edge AI and live video elements, setting the stage for fierce competition in tech. Transitioning to autonomous driving, the contrasting strategies of Waymo and Tesla reveal insights into their respective strengths. Financial woes are highlighted with FICO's stock drop due to controversial remarks, while Equifax remains strong. Finally, Klarna's battles with consumer defaults complicate its IPO ambitions, painting a vivid picture of the financial landscape.

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