The Joseph Carlson Show

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Message History

Three Top Stocks To Buy Today13 hrs

00:00 Introduction

01:00 A History Of Picking Stocks

06:30 Uber

11:50 Meta

18:02 Netflix

20:15 Semianalysis Gemini Has Lost

23:48 Fail Of The Week: Keith Rabois

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Market Sentiment Is Quickly Changing1 week

00:00 Intro

02:30 AWS Has Changed The Market

11:26 FICO Earnings

14:24 Uber & DoorDash

19:00 Duolingo

22:00 Texas Roadhouse

23:00 Tom Lee 2027 Prediction

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I’m Buying More Today2 weeks

Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concen...

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