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by The Joseph Carlson Show
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
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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 concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well.
00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip Machines39:11 AI, Hiring, and the Future of Jobs41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
00:00 Introduction02:00 Why Investing Is So Difficult06:41 Google Is a Secular Short07:40 Viral Conspiracies Against Google15:58 Misinformation About Netflix20:30 Fail Of The Weeks: President Trump & Trial Attorneys
00:00 Introduction02:00 ASML Earnings Reaction10:00 Netflix Earnings Tomorrow11:50 JP Morgan & The Banks12:20 Buffett Reveals He Bought GoogleFail Of The Week: Kalshi & New York City
00:00 The Growth of Momentum Investing19:00 How Buffett Comapres To Terry Smith29:00 Starbucks Is Building Their Own Software32:00 Fail Of The Week: AI Cheating In School
00:00 Market Dynamics & 9 Stocks28:36 Tom Lee On July Strength31:00 Fail Of The Week: Michael Saylor
00:00 Jeremy Grantham Predictions18:20 Zuckerberg Talks About Meta's Spend33:40 Fail Of The Week: Polen Capital Collapse
00:00 The AI Trade Is Cracking07:36 Netflix At 52 Week Low17:00 Meta Sell-Off Continues23:40 Fail Of The Week: JP Morgan Community Manager
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