The Joseph Carlson Show

This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. The video also touches on broader themes such as the impact of AI on the tech sector, macroeconomic uncertainty, and geopolitical risks. The video concludes by encouraging viewers to subscribe for next week's earnings reports, which will include Google and Tesla.

00:00 Overview 01:00 Buying More Google Stock 13:34 Nvidia Hits 4 Trillion 14:22 Fundsmith Performance Review 18:50 FICO and VantageScore 20:40 Waymo TAM Expands 25:10 Sam Altman Interview

(00:00) Intro (01:00) AI Investment Analysis (21:00) Trump Tariffs Are Back (23:50) Musk Starts A Political Party (27:50) SharkNinja Innovation

00:00 Overview 04:40 Portfolio Update 09:20 New Amazon Thesis 22:09 Tom Lee Believes Markets Will Go higher 25:00 Mark Mahaney, Google Is Top Pick 30:20 Meta Poaching AI Employees 34:51 Lululemon Sues Costco

00:00 Why I Keep Buying Equifax 08:10 The US Bombs Iran, What Now 13:30 Tesla Robotaxi Launch 23:38 Zuckerberg Recruiting AI Talent 27:10 Hims Down -30% 28:57 Amazon Satellite Project