The Joseph Carlson Show

I'm Buying These Undervalued Stocks Jun 10, 2026 00:31:14 00:00 Intro02:00 11 Top Undervalued Stocks To Buy18:26 ASML's Dominance Continues25:00 Social Reckoning Movie Trailer

These Stocks Are Going Down Jun 8, 2026 00:25:50 00:00 Overview02:00 The Market Is Getting More Volatile08:00 Steve Eisman's Bearish Take19:48 Meta Rumored Equity Raise22:00 Fail Of The Week: Sam Bankman-Fried

Google Is Fooling Everyone Jun 2, 2026 00:35:39 0:00 Intro02:00 Google's Strategic Reason For Record Dilution26:09 Tom Lee Explains Next 3 Year Bull Run19:00 YouTubers Are Taking Over Hollywood32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

My Investing Plan For The Next 5 Years May 26, 2026 00:31:41 In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.0:00 AI winners, losers, and the investing roadmap2:21 Phase 1: The AI scarcity boom5:31 Why today’s AI winners may not stay winners7:00 ASML, Nvidia, and durable supply-chain advantages9:04 The danger of assuming cyclicals are no longer cyclical11:13 Phase 3: Hyper

This Is The Craziest IPO Ever May 21, 2026 00:28:44 00:00 SpaceX Incredible IPO15:20 Nvidia's Amazing Earnings Report16:17 Why I'm Selling Intuit21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

Super Investors Are Buying AI Stocks May 18, 2026 00:30:37 00:00 Episode Overview00:50 Chris Hohn Sells Microsoft and Buys Google08:54 Bill Ackman Buys Microsoft and Sells Google13:40 Dev Kantesaria Is Down -20% This Year17:00 Berkshire Sells a LOT of Holdings19:03 Terry Smith's Recent Performance Is Horrible21:40 Pat Dorsey Is Buying Uber23:30 Alta Rock Portfolio Bets Big On Amazon24:15 Brad Gersner Bets Big on AI25:00 Chuck Akre's Fund Will Stru

These 7 Companies Will Dominate The Future May 13, 2026 00:41:41 00:00 Episode Overview02:00 Google As An Example06:11 Amazon11:22 Uber15:20 DoorDash18:03 Shopify20:32 Meta24:58 Broadcom29:03 Mercado Libre31:50 Game Stop Rejection33:57 Fail Of The Week: Texas vs Netflix

The Best Investor In The World Just Sold Microsoft May 11, 2026 00:35:37 00:00 Episode Overview01:20 Why Chris Hohn Is Selling17:48 Chris Hohn Has Been Wrong Before24:57 Texas Roadhouse Bull Case28:23 Fail Of The Week: Prediction Markets

Analysts Were Completely Wrong About This Stock May 6, 2026 00:40:27 00:00 Episode Overview01:45 The "Culture" Problem07:37 Brad Gerstner On AI Landscape15:22 Dario's vs Jensen21:20 Ackman On Zuckerberg31:05 Fail Of The Week: NY Mayor vs Ken Griffin

Four Stocks To Buy After Earnings May 4, 2026 00:30:38 00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen

Analysts Can’t Believe These Numbers Are Real Apr 30, 2026 00:45:17 00:00 Episode Overview02:00 Google Earnings19:58 Meta Earnings30:59 Amazon Earnings40:34 Fail Of The Week: Blue vs Red

This Week Is Going To Be Nuts Apr 28, 2026 00:37:31 00:00:00 - Intro & Qualtrim Overview00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)00:10:43 - The Big Tech "AI Layoff" Myth00:18:06 - Google & Microsoft Expectations00:23:50 - Amazon & Meta Growth Strategies00:27:36 - Apple's Financial Engineering00:28:47 - Elon vs. OpenAI & The Polymarket Fail

Don't Miss This And Get Left Behind Apr 22, 2026 00:22:23 Tom Lee shares his view on why the market is set up for the best 12 to 18 months

Analyst Warns Things Could Get Much Worse Apr 21, 2026 00:31:30 00:00 Episode Overview03:53 Analysts Warn About The Market09:00 Meta Bear Case15:12 Salesforce & Adobe21:00 Netflix Earnings Reaction25:00 Fail Of The Week: The change-name AI Frenzy

Here Are ALL The Stocks I’m Buying Now Apr 17, 2026 00:43:52 00:00 Episode Overview02:00 The Market Recovery14:00 Netflix Earnings15:30 Amazon Buys Satellite Company16:28 Analysts Turn Bullish On Meta27:00 Jensen Says Amazon Is Lying37:00 Fail Of The Week: Allbirds Goes to AI39:45 New Qualtrim Feature

The Two Best Stocks To Buy In 2026 Apr 13, 2026 00:49:58 00:00 Episode Overview03:00 Portfolio Update10:11 Amazon Updated Analysis32:20 Meta Updated Analysis45:40 Fail Of The Week

Stocks Are Going Crazy Today Apr 9, 2026 00:23:35 00:00 Episode Overview02:00 Stocks Are Going Crazy07:36 Sam Altman Criticisms13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments

5 High Quality Stocks That Have Fallen Off Apr 7, 2026 00:36:15 00:00 Episode Overview01:28 Qualtrim Plug02:20 Nike09:10 Booking Holdings12:48 Robinhood & American Express15:20 Intuit18:20 Jamie Dimon & Tom Lee22:25 Open AI and Anthropic IPO26:58 Fail Of The Week: Italy Court

Here’s Why Stocks Are Going Crazy Apr 1, 2026 00:27:48 00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments

Don’t Make This Huge Mistake Mar 30, 2026 00:36:35 00:00 Overview01:40 The Best Time To Buy Is now22:25 The Strategic Mistake Of Sora26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix30:58 Responding To comments

This Perfect Stock Is Down 50% Mar 25, 2026 00:35:34 00:00 Overview02:00 The Fall of FICO31:09 Meta $9 Trillion Market Cap Goal32:50 Fail Of The Week: Robots

They Wasted $80 Billion On This Mar 23, 2026 00:37:31 00:00 Overview02:41 End Of The Metaverse18:37 Mark Zuckerberg Creating AI CEO21:47 Uber Invests In Rivian23:47 Project Hail Mary Success27:20 Costco CEO Eats Hot Dog29:28 Fail Of The Week: Marc Andreessen No Introspection

They're All Making A Big Mistake Mar 17, 2026 00:42:08 00:00 Overview02:00 Apple's Superior AI Strategy25:30 Intuit Is Doubling Buybacks27:00 Adobe Earnings32:05 Netflix Paid $600 For AI Company35:00 Fail Of The Week: SEC Quarterly Report

I Just Invested $160,000 In This Stock Mar 16, 2026 00:13:00 In this episode we review why I purchased, and continue to buy, Meta.

The 6 Best Stocks On A Dip Mar 12, 2026 00:41:46 00:00 6 Compounding Machines On A Dip27:45 Tom Lee Predictions30:00 Fail Of The Week: Prediction Of AI Destruction

The Worst Case Scenario Just Happened Mar 9, 2026 00:41:30 00:00 Overview02:00 Oil Goes Above $10025:30 Anthropic Sues Trump Administration30:20 Netflix Buys Ben Affleck AI Company34:43 Fail Of The Week: More CEO's Eat Their "product"

I Valued Every Stock In My $1.3 Million Portfolio Mar 4, 2026 00:39:02 We value each stock based on historical valuation and future DCF.

Investors should keep buying, here’s why Mar 2, 2026 00:38:40 00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO

This Doomsday Article Is Causing Investor Panic Feb 25, 2026 00:49:13 00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal46:36 Fail Of The Week: Robot Vacuum Hacking

Super Investors Keep Buying These Stocks Feb 20, 2026 00:26:59 00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario

Three Monopoly Stocks To Buy Now Feb 18, 2026 00:37:24 00:00 Investors Are Scared14:00 3 Monopolies To Buy17:14 Chris Hohn 13f Holding Update19:18 Netflix And Warner Bros21:20 Responding To Jeremy On Duolingo31:52 Fail Of The Week: Chamath Palihapitiya

Something Big Is Happening Feb 11, 2026 00:28:48 00:00 Introduction02:00 Things Are Changing Fast19:50 Bill Ackman Buys Meta

Michael Burry Says We're In Another Bubble Feb 9, 2026 00:35:36 00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad

The Biggest Loss Ever Feb 5, 2026 00:26:23 00:00 Overview01:13 Stock Market Panic 13:10 Duration And Business Model19:59 Uber Earnings21:40 Fail Of The Week: Netflix at Congress

I Bought $40,000 Of A New Stock Feb 3, 2026 00:32:42 00:00 Overview02:00 Meta Analysis12:50 Meta Capex Spend Explained22:00 Tom Lee Bitcoin Prediction23:15 Waymo Accident27:47 Nvidia Walks Back OpenAI Deal

The Microsoft Stock Sell-Off Explained Jan 29, 2026 00:28:43 00:00 Overview02:00 Microsoft13:00 Meta18:24 ASML20:08 Mastercard22:00 Tesla

Revealing My $1,400,000 Stock Portfolio Of Compounding Machines Jan 26, 2026 00:36:11 Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo

It’s Time To Sell America Jan 20, 2026 00:35:24 00:00 Overview01:58 The Markets Are Sinking14:53 Buying $5,000 More Of Duolingo18:17 Netflix Earnings21:50 Andy Jassy On Job Loss26:20 Chris Hohn Breaks Hedge Fund Record30:25 Fail Of The Week: Beast Games Contestant

4 Compounding Machines To Buy Now Jan 14, 2026 00:28:44 00:00 Introduction03:00 Netflix & Warner Bros11:40 JP Morgan Is No Longer A Bank16:00 Amazon Advances With Robotics18:52 Visa & Mastercard Interest Rate Cap23:37 Gemini's Unfair Advantage25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself

The FED Goes To War With Trump Jan 12, 2026 00:27:11 00:00 Fed vs President Trump15:00 Duolingo CFO Steps Down23:40 Apple and Google Partnership25:13 Paramount Sues Warner Bros

This Stock Is Unstoppable Jan 9, 2026 00:33:27 00:00 Preview02:00 The Best Stock17:08 Warner Bros Rejects Paramount, Again19:00 Brad Gerstner on 202622:55 Palmer Luckey's Great Take24:00 Trump Blocking Wall Street from Buying Homes28:00 Fail Of The Week: AI "Pranks"

10 Super Wide-Moat Compounding Machine Stocks To Buy Now Jan 7, 2026 00:40:50 We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.

I Ranked The Best And Worst Stocks Of 2025 Dec 29, 2025 00:45:05 00:00 Overview02:00 Best & Worst Stocks Of 202529:50 2026 Predictions37:20 Fail Of The Week: The Nike Exploiter

How To Grow A $1 Million Portfolio Dec 22, 2025 00:26:53 00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything

Paramount Was Denied Dec 18, 2025 00:29:46 00:00 Overview02:46 Paramount Was Denied19:45 Tom Lee Is Bearish21:17 Mark Mahaney on Google In 202624:11 Netflix Is Now In Podcasts25:38 Fail Of The Week: Director Tricks Netflix

10 Value Stocks To Buy For 2026 Dec 16, 2025 00:43:41 00:00 Overview03:00 2025 picks05:00 Amazon09:00 Bristol Myers Squibb11:00 Comcast14:00 Exxon Mobile15:00 Fairfax Financial16:50 Flutter Entertainment18:33 Madison Square Garden21:04 Visa22:57 SL Green Realty24:34 Disney26:21 Disney Deal with OpenAI32:00 Google Goes After Zillow35:00 Fail Of The Week: Elizabeth Warren

I'm Buying $10,000 Of This "Dead Money" Stock Dec 10, 2025 00:31:45 00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks

I Ran Valuation Analysis On The Most Popular Stocks Dec 8, 2025 00:51:40 00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat

Netflix Buys Warner Bros For $72 Billion Dec 5, 2025 00:24:23 What does this mean? We review it in this episode.

Google Is Making Everyone Worried Dec 3, 2025 00:29:01 00:00 Introduction03:00 OpenAI Sam Altman Declares Code Red12:45 Google Servers In Space15:03 Waymo Is Changing Health Care23:32 Netflix Buying Warner Media26:25 Fail Of The Week: Waymo

I Just Bought $77,000 Of This Stock Dec 1, 2025 00:31:24 00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

Michael Burry & Ray Dalio Say The Market Is In A Huge Bubble Nov 25, 2025 00:33:51 00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things

I’m Buying $10,000 to $20,000 Of This Stock Nov 19, 2025 00:29:11 00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week

The Worlds Best Investor Just Bought Google Nov 17, 2025 00:39:08 Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.

I Just Bought $5,000 Of This Stock Nov 14, 2025 00:38:11 00:00 Amazon Catalysts13:00 5 Stocks Worth Considering30:03 Tom Lee & Dan Ives On Market Sell Off33:38 Netflix Party games35:12 Fail Of The Week: Michael Saylor

Michael Burry Warns About The Stock Market Again Nov 12, 2025 00:43:38 00:00 Michael Burry Short Position26:59 Mark Mahaney Top 3 Stock Picks35:43 Waymo Expands To Freeway37:30 Fail Of The Week - Admitting Your Fraud

Don’t Waste This Opportunity Nov 10, 2025 00:38:36 00:00 Overview03:00 Don't Miss The Opportunity18:20 Visa & Mastercard Settle22:50 $2,000 Dividend Stimulus25:19 Gene Munster Apple Call28:00 Dan Ives Meta Table Pounder29:20 Mark Mahaney on Duolingo & Uber32:50 Fail Of The Week - Employees Harass HR

The Rise And Fall Of Duolingo Nov 6, 2025 00:45:18 00:00 Overview04:00 Duolingo Reaction36:00 Google TPU Advancement38:00 Fail Of The Week Chipotle

6 Stocks To Buy In An Overvalued Market Nov 5, 2025 00:34:04 00:00 Introduction03:04 Meta's Issue with Capex08:35 Salesforce & Adobe Fundamentals vs Sentiment12:00 S&P Global & Equifax Catalysts Ahead15:36 Netflix's Underappreciated Financial Strength22:29 Uber CEO On It's Future26:00 Amazon Sues Perplexity

Tom Lee On Earnings Week: The Market Will Keep Going Up Nov 3, 2025 00:41:53 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 Surge Higher After Earnings Oct 30, 2025 00:18:31 Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.

I’m Betting Big On This Company Going Into Earnings Oct 27, 2025 00:48:19 Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.

This Company Is The Best Robotics Investment Oct 23, 2025 00:27:55 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

I'll Keep Buying Any Dip In This Company Oct 21, 2025 00:29:31 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

I Just Bought $8,000 Of These Two Stocks Oct 17, 2025 00:29:34 00:00 Overview02:00 New Buys Today14:30 Salesforce Dreamforce16:50 Sundar Pichai Interview27:30 Fail Of The Week (Grant Cardon)

This Monopoly Stock Keeps Getting Stronger Oct 15, 2025 00:31:06 00:00 Overview02:00 ASML Earnings14:35 Brad Gerstner on AI Bubble25:30 Agentic Commerce28:00 Waymo Expansion28:50 Salesforce OpenAI Deal

5 Stocks That Will Lead The AI Revolution Oct 13, 2025 00:33:04 00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week

Why Investors Are Concerned About Circular Financing Of Top AI Companies Oct 8, 2025 00:33:15 00:00 Overview02:00 AMD Open AI Deal11:40 The 1999 Stock Bubble Is Here15:30 Portfolio Construction

AMD Stock Surges +30% After Deal With OpenAI Oct 6, 2025 00:34:18 AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.

The Stock Market Valuation Is Worrying Analysts Oct 3, 2025 00:32:20 - Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction

Uber, Spotify, Google Hedge Fund Analysis (My Reaction) Oct 1, 2025 00:23:20 Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.

5 Quality Stocks To Buy In An Overvalued Market Sep 29, 2025 00:33:07 The market is getting overvalued. We look at five high quality stocks that are still a deal.

Billionaire Investor Gives Critical Warning About AI CAPEX Sep 27, 2025 00:29:41 00:00 Overview02:00 AI Capex Warning13:22 Costco Earnings Report18:50 Tia Lopez RadioShack Scheme24:00 Duolingo Chess

Amazon Stock is Going to $400 (Full Analysis) Sep 24, 2025 00:35:24 00:00 Overview02:30 The Amazon Thesis26:30 Jimmy Kimmel Returns33:20 Mark Mahaney Netflix

ASML Stock Jumps +30% In One Month, Here’s Why Sep 22, 2025 00:29:53 00:00 Overview02:00 Why ASML Stock Is Surging13:40 Nvidia $100b Investment16:50 H1-B Visa Changes21:40 Meta Live Demo Fail24:02 Fail Of The Week

What I'm Buying And Selling In my $1.3 Million Portfolio Sep 19, 2025 00:41:01 00:00 Introduction02:05 What I'm Buying and Selling18:20 The Impact Of Rate Cuts21:52 Jimmy Kimmel Suspension36:55 Linkedin Tax-Saving Strategy

10 Deep Value Stocks To Buy Now Sep 17, 2025 00:44:04 00:00 Overview02:50 Option Care Health05:43 Twilio08:35 U-Haul09:39 Elf Beauty11:44 Innodata14:00 Vertiv15:32 Aptiv16:43 FirstCash21:10 XQO22:23 JBS23:50 Interest Rates Lowered25:54 Waymo Expansion and Safety28:30 Comment Section

Why Everyone Is Buying This Stock Right Now Sep 15, 2025 00:24:23 00:00 The Case For Opendoor18:10 Gemini Number One In App Store20:19 Should We End Quarterly Reports

8 High Quality Undervalued Companies Sep 12, 2025 00:27:23 00:00 Portfolio Update21:10 Paramount, Warner Bros, And Netflix24:45 TikTok Interview

I Ranked The Moat Of Popular Stocks Sep 8, 2025 00:28:39 Does your stock have a strong hold or a picket fence? We discuss in this video.

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