The Joseph Carlson Show

The host shares insights on trimming investments in Texas Roadhouse and the potential for reinvestment. They dive into the dual effects of AI on software companies, discussing stock valuation concerns alongside growth potential. An unexpected $34.5 billion bid for Google Chrome by Perplexity raises eyebrows and skepticism. The discussion turns to Duolingo's stock volatility and promising growth amid increasing subscription revenues. Finally, Amazon's aggressive grocery strategy shakes up the market while sports media rights become a competitive battleground.

00:00 Overview01:00 Duolingo Review13:38 Responding To Comments23:10 Texas Roadhouse26:00 Uber and Waymo

Dive into the booming world of tech as the hosts dissect Microsoft's impressive earnings, fueled by its AI advancements and cloud services. They also explore Meta's resurgence, showcasing its AI-driven strategies for ad revenue. Investment strategies are unpacked, highlighting the potential of major players like Google and S&P Global. Additionally, there are discussions on regulatory challenges facing FICO and MasterCard's solid performance, alongside Spotify’s stock valuation concerns. It's a thrilling look at the shifting dynamics in the tech landscape!

00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon

00:00 Overview01:28 Google Earnings Analysis35:26 Tesla Earnings Analysis

00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer

This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. The video also touches on broader themes such as the impact of AI on the tech sector, macroeconomic uncertainty, and geopolitical risks. The video concludes by encouraging viewers to subscribe for next week's earnings reports, which will include Google and Tesla.

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.

(00:00) Intro(01:00) AI Investment Analysis(21:00) Trump Tariffs Are Back(23:50) Musk Starts A Political Party(27:50) SharkNinja Innovation

00:00 Overview04:40 Portfolio Update09:20 New Amazon Thesis22:09 Tom Lee Believes Markets Will Go higher25:00 Mark Mahaney, Google Is Top Pick30:20 Meta Poaching AI Employees34:51 Lululemon Sues Costco