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

1.10.2025

The Joseph Carlson Show

0:00

23:20

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

Weitere Episoden von „The Joseph Carlson Show“

I'll Keep Buying Any Dip In This Company
vor einem Tag
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
17.10.2025
29:34
00:00 Overview02:00 New Buys Today14:30 Salesforce Dreamforce16:50 Sundar Pichai Interview27:30 Fail Of The Week (Grant Cardon)
Verpasse keine Episode von “The Joseph Carlson Show” und abonniere ihn in der kostenlosen GetPodcast App.
This Monopoly Stock Keeps Getting Stronger
15.10.2025
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
13.10.2025
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
8.10.2025
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
6.10.2025
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
3.10.2025
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)
1.10.2025
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
29.9.2025
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
27.9.2025
29:41
00:00 Overview02:00 AI Capex Warning13:22 Costco Earnings Report18:50 Tia Lopez RadioShack Scheme24:00 Duolingo Chess

Weitere Episoden

Hol dir die ganze Welt der Podcasts mit der kostenlosen GetPodcast App.

Abonniere alle deine Lieblingspodcasts, höre Episoden auch offline und erhalte passende Empfehlungen für Podcasts, die dich wirklich interessieren.

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

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