The Joseph Carlson Show

The podcast delves into Duolingo's recent 29% stock drop, unpacking investor concerns and the company's focus on long-term user growth. CEO Luis von Ahn discusses their strategy to prioritize teaching with AI over immediate monetization. Meanwhile, Google unveils its latest TPU technology that challenges NVIDIA, and Chipotle faces criticism for inconsistent portion sizes, backed by viral customer experiences. The host emphasizes fundamental analysis over reacting to stock fluctuations, using examples from Netflix and Amazon.

Explore why Meta is grappling with capex issues despite its AI ambitions. Dive into Salesforce and Adobe's surprising fundamentals that suggest they're undervalued. Discover the undervalued potential of financial data firms like S&P Global and Equifax amid upcoming catalysts. Learn about Netflix's financial strength that might indicate significant upside. Plus, hear how Uber envisions ongoing growth and profitability from its delivery services. Finally, uncover the implications of Amazon's lawsuit over AI-driven shopping.

00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 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 Overview01:44 Netflix Earnings08:00 Tesla Earnings13:45 Amazon Replacing 600,000 Jobs22:40 Fail Of The Week: NBA Coach Bets His Life

00:00 Overview02:00 OpenAI Releases AI Browser13:10 Salesforce Stock Surge15:00 Equifax Earnings18:45 Warner Bros Sale21:50 Netflix Future23:15 Fail Of The Week: Amazon

00:00 Overview02:00 New Buys Today14:30 Salesforce Dreamforce16:50 Sundar Pichai Interview27:30 Fail Of The Week (Grant Cardon)

Delve into ASML's impressive earnings and stock surge, with insights on why the company's growth strategy is a game changer. Explore the intriguing question of whether we're in an AI bubble, featuring Brad Gerstner's expert perspectives on valuations. Discover the concept of agentic commerce and its potential to transform industries. Exciting news about Waymo's London expansion and Salesforce's partnership with OpenAI rounds out the discussion, leaving listeners with a sense of what's next in tech.

00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week