Microsoft is building a $100 billion AI super computer. Amazon ditches their walk out tech. Disney fights off activist investors. Steve Eisman wants interest rates to stay the same.

A closer look at some of the companies that will benefit from AI.

In this episode we discuss the five most overvalued stocks in the market and give context to why each of them are trading with these valuations. 🎉 6,000+ Member Patreon: https://www.patreon.com/josephcarlson🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc…

00:00 Introduction02:10 The Lawsuit20:06 Reddit Analysis24:36 Googel Upgrade

Tesla is the worst performing stock in the S&P 500 and QQQ.

Sellers are complaining, the FTC is getting involved, are the tides turning for Amazon?

We check in on the best-performing and worst-performing stocks in the market this year.

Is Google's dominance coming to an end?

The mechanics behind how Texas Roadhouse keeps winning.

A quick overview of the reasons stocks are the ultimate investment.

Valuations are stretched, and investors are becoming greedy. We discuss how to invest in a bull market.

00:00 Introduction04:00 Investing Philosophy07:15 Stock Selection28:43 Temperament34:09 Portfolio Management

Microsoft, Google, Apple, Meta, Amazon are all reporting earnings this week! Here's what to expect.

Netflix, Tesla, Visa, and many other companies are reporting earnings this week. Here's my prediction.

Investors want a return to normalcy in 2024. We discuss what a normal stock market looks like.

In this episode we discuss the importance of not being scared out of the market.

What's your edge as an investor?

00:00 Introduction02:29 Barrons 10 Stocks19:06 Costco CEO Interview25:34 Apple No Longer Selling Apple Watch27: 15 Adobe and Figma Deal Ends28:28 Trevor Milton Sentenced

00:00 Introduction00:40 VICI06:48 Netflix11:53 Costco19:20 S&P Global23:20 Canadian Pacific

00:00 Introduction02:05 Recap of 202313:00 GTA 6 Trailer16:50 Will AI vs The Internet21:17 Spotify Cutting Costs

Most data you see shows you all the ways you can't win. Here's some data showing the other side.

00:00 Intro02:47 Black Friday Sales Numbers13:43 Amazon Now Bigger Than UPS In US15:29 The Bears Were Wrong... Again17:27 Elizabeth Warren X Post

Here's my case for buying Canadian Pacific today.

We get to look at Super Investor's portfolios. Today we look at Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo.

We look back a year and compare to where we are now.

Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.

We review this earnings season.

In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.

00:00 Introduction02:50 My Portfolios04:25 Coca Cola06:50 Verizon09:20 Spotify11:45 Microsoft16:15 Google22:08 Snapchat23:10 Visa & Mastercard26:36 Canadian Pacific27:48 VICI28:40 Thermo Fisher Scientific29:50 Texas Roadhouse30:50 Meta34:40 Tractor Supply Company37:10 Amazon41:56 Chipotle

00:00 Introduction01:39 Hamas Attacks Israel04:48 Intuit Buy08:22 Chipotle Buy09:09 Canadian Pacific Buy10:45 Peltz Buys More Disney18:10 Home Depot Catches Unusual Suspect

The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.

Stocks are falling, the 10 year treasury is rising. I look over my portfolio. Bill Ackman talks about why he believes things have changed, he overviews his portfolio, and he explains is purchase into Google.

00:00 Introduction01:50 Amazon Invests In AI Company09:20 Writers Srike Ends12:38 AI Voice Translation14:00 Reacting To TikTok $700 Pen

Apple released the iPhone 15. Investors and analysts are underwhelmed. Is this the top for Apple?

00:00 Introduction01:45 Patreon Sponsorship03:46 Better Cash Management09:50 LULU Earnings Report13:20 Disney vs Charter18:03 My Retirement Account24:24 TikTok Life Advice

5 companies that are currently in a dip. Here's the story of each one.

00:00 Introduction04:00 S&P Global09:40 Mastercard11:33 VICI14:50 Apple & Microsoft17:32 Costco22:18 Texas Roadhouse25:09 Intuit26:07 CPKC & Union Pacific27:00 Chipotle

00:00 Introduction03:26 Warren Buffett11:10 Dev Kantesaria20:56 Bill Ackman25:50 Carl Icahn29:50 Chase Coleman31:38 Nelson Peltz34:18 David Einhorn35:22 Bill Gates37:24 Daniel Loeb39:22 Christopher Bloomstran

00:00 Introduction02:55 Chuck Akre08:59 Chris Hohn12:55 Terry Smith20:00 Josh Tarasoff22:57 Michael Burry27:41 Pat Dorsey29:09 Howard Marks31:14 Seth Klarman32:54 Thomas Russo34:24 Mohnish Pabrai

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 Preview01:23 Earnings Week05:34 Threads Slowdown09:45 Sergey Brin Is Back At Google11:10 Netflix Earnings Report15:56 Tesla Earnings Report20:41 TikTok Financial Advice

00:00 Intro02:34 Dominos06:14 Verizon and AT&T09:46 Spotify12:40 Microsoft16:20 Google18:40 Snapchat20:19 Visa and Mastercard22:35 Union Pacific24:20 Meta26:30 Chipotle28:51 McDonalds29:44 Crocs31:50 Intel33:10 Roku

00:00 Preview01:35 Inflation Is Done10:16 Microsoft Merger17:55 Terry Smith Update24:50 Amazon Prime Day

A look into the business models behind big tech.

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?

We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of course we review a TikTok on the next get-rich-money hack.