
Free Daily Podcast Summary
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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Today we look at the full details of Jensen's scandal.
Investors are starting to reconsider how they have their portfolios positioned.
00:00 Introduction02:03 Qualtrim03:16 How I Set My Price Targets04:23 Mastercard07:27 Amazon09:27 Alphabet / Google11:49 Meta14:18 S&P Global15:01 Microsoft16:15 ASML17:55 Costco19:17 Netflix21:55 Texas Roadhouse23:25 Moody’s24:13 Duolingo25:22 Uber26:25 DoorDash28:26 Amazon Earnings Breakdown39:16 Anthropic Results & Steve Eisman46:01 Fail of the Week: The $1 Million Kick
00:00 Google’s Selloff & My Portfolio04:20 Google’s Revenue Growth06:00 Understanding Google’s Earnings & Valuation09:03 Free Cash Flow & Capital Spending10:49 Is AI Hurting Google Search?14:15 Management’s Explanation & AI Monetization20:24 Google Cloud, YouTube & My Outlook24:14 Mastercard Earnings25:15 Microsoft Earnings26:15 DoorDash’s Proposed Instacart Acquisition
Anthropics S1 shows the fastest growth ever.
I explain why I'm buying $5,000 of Netflix tomorrow.
00:00 Earnings Season Heats Up & AI Bubble Fears01:26 Qualtrim Membership02:24 SpaceX Earnings: Starlink, Space & AI05:47 SpaceX vs. Amazon: The Valuation Problem09:24 Netflix Earnings: A Buying Opportunity?12:16 ASML: When Market Narratives Create Opportunity14:33 Netflix's Engagement Concerns & Layoffs18:17 Meta Earnings: Advertising Power & AI Spending21:08 Tesla Earnings: Robotaxis, Competition & Valuation24:44 Moody's Earnings: A Long-Term Compounder25:47 Brad Gerstner: Bullish on AI but Selling Stocks?31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund34:07 Fail of the Week: ESPN Embraces Sports Gambling35:30 How Gambling Advertising Influences Journalism
The new earnings season has started where the majority of growth is coming from a few AI companies.
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