The Joseph Carlson Show

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

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 Introduction
03:01 PayPal Stock
08:33 S&P Global Earnings
12:36 Visa and Mastercard
17:16 FICO and Robinhood
19:38 Meta and Microsoft Earnings
27:05 The Three Layers of AI
37:05 ASML and China’s Chip Machines
39:11 AI, Hiring, and the Future of Jobs
41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem

00:00 Introduction
02:00 Why Investing Is So Difficult
06:41 Google Is a Secular Short
07:40 Viral Conspiracies Against Google
15:58 Misinformation About Netflix
20:30 Fail Of The Weeks: President Trump & Trial Attorneys

00:00 Introduction
02:00 ASML Earnings Reaction
10:00 Netflix Earnings Tomorrow
11:50 JP Morgan & The Banks
12:20 Buffett Reveals He Bought Google
Fail Of The Week: Kalshi & New York City