00:00 Overview02:00 AI Capex Warning13:22 Costco Earnings Report18:50 Tia Lopez RadioShack Scheme24:00 Duolingo Chess

The Joseph Carlson Show

Billionaire Investor Gives Critical Warning About AI CAPEX

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'll Keep Buying Any Dip In This Company

00:00 Overview02:00 New Buys Today14:30 Salesforce Dreamforce16:50 Sundar Pichai Interview27:30 Fail Of The Week (Grant Cardon)

I Just Bought $8,000 Of These Two Stocks

00:00 Overview02:00 ASML Earnings14:35 Brad Gerstner on AI Bubble25:30 Agentic Commerce28:00 Waymo Expansion28:50 Salesforce OpenAI Deal

This Monopoly Stock Keeps Getting Stronger

00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week

5 Stocks That Will Lead The AI Revolution

00:00 Overview02:00 AMD Open AI Deal11:40 The 1999 Stock Bubble Is Here15:30 Portfolio Construction

Why Investors Are Concerned About Circular Financing Of Top AI Companies

AMD stock price surges, Paul Tudor Jones warns we&#39;re in a 1999 bubble, and we discuss how to make a portfolio defensive.

AMD Stock Surges +30% After Deal With OpenAI

- Expert warns about &quot;irrational&quot; 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

The Stock Market Valuation Is Worrying Analysts

Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.

Uber, Spotify, Google Hedge Fund Analysis (My Reaction)

The market is getting overvalued. We look at five high quality stocks that are still a deal.

5 Quality Stocks To Buy In An Overvalued Market

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A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.

Billionaire Investor Gives Critical Warning About AI CAPEX

The Joseph Carlson Show

Weitere Episoden von „The Joseph Carlson Show“

I'll Keep Buying Any Dip In This Company

I Just Bought $8,000 Of These Two Stocks

This Monopoly Stock Keeps Getting Stronger

5 Stocks That Will Lead The AI Revolution

Why Investors Are Concerned About Circular Financing Of Top AI Companies

AMD Stock Surges +30% After Deal With OpenAI

The Stock Market Valuation Is Worrying Analysts

Uber, Spotify, Google Hedge Fund Analysis (My Reaction)

5 Quality Stocks To Buy In An Overvalued Market

Billionaire Investor Gives Critical Warning About AI CAPEX