In this episode we review the upcoming earnings of many notable stocks.

Two of them I already owned, one is a new holding.

00:00 Preview 01:23 Earnings Week 05:34 Threads Slowdown 09:45 Sergey Brin Is Back At Google 11:10 Netflix Earnings Report 15:56 Tesla Earnings Report 20:41 TikTok Financial Advice

00:00 Intro 02:34 Dominos 06:14 Verizon and AT&T 09:46 Spotify 12:40 Microsoft 16:20 Google 18:40 Snapchat 20:19 Visa and Mastercard 22:35 Union Pacific 24:20 Meta 26:30 Chipotle 28:51 McDonalds 29:44 Crocs 31:50 Intel 33:10 Roku

00:00 Preview 01:35 Inflation Is Done 10:16 Microsoft Merger 17:55 Terry Smith Update 24:50 Amazon Prime Day

A look into why big tech companies like Apple, Microsoft, Amazon, and Google always outperform benchmarks. Topics include Apple's seamless ecosystem and disruption in the FinTech industry, leveraging existing advantages to grow, and the importance of cohesive product offerings for big tech companies.

Apple hits 3 trillion market cap.

Here's When I'll Sell My Stocks

Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.

Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?