The Joseph Carlson Show

The Stock Market Rotation Has Begun

Investors are starting to reconsider how they have their portfolios positioned.

Here's My Price Target Of Every Holding

00:00 Introduction 02:03 Qualtrim 03:16 How I Set My Price Targets 04:23 Mastercard 07:27 Amazon 09:27 Alphabet / Google 11:49 Meta 14:18 S&P Global 15:01 Microso

Google Stock Is In Trouble

00:00 Google’s Selloff & My Portfolio 04:20 Google’s Revenue Growth 06:00 Understanding Google’s Earnings & Valuation 09:03 Free Cash Flow & Capital Spending 10:49 Is

Anthropic Just Released Their Financials… The Numbers Are Insane

Anthropics S1 shows the fastest growth ever.

I'm Buying More Of This Stock Tomorrow

I explain why I'm buying $5,000 of Netflix tomorrow.

The Best Stocks To Buy This Week

00:00 Earnings Season Heats Up & AI Bubble Fears 01:26 Qualtrim Membership 02:24 SpaceX Earnings: Starlink, Space & AI 05:47 SpaceX vs. Amazon: The Valuation Problem

The Entire Market Relies On These Stocks

The new earnings season has started where the majority of growth is coming from a few AI companies.

The AI Bubble Is Popping

Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of

Three Turn-Around Stocks I’m Buying Today

0:00 I Bought 3 Turnaround Stocks 1:31 Netflix — Buying More After the Selloff 6:37 Netflix’s Growth Is Being Misunderstood 10:35 The Netflix “Low-Quality Content” Cri

Google And Meta Will Beat OpenAI And Anthropic

0:00 Why Google & Meta Could Win AI 2:08 The AI Race: OpenAI vs. Anthropic 3:33 Meta Goes All-In on AI 5:08 Google's Comeback With Gemini 7:04 Gemini 4 Benchmarks 9:

How I’m Investing With $1.5 Million Stock Portfolio

I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push,

Everything Just Changed For Meta

Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has

Warning: Investors Must Prepare For The Agentic Takeover

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transacti

The Best Stock To Buy During The "AI Slowdown"

0:00 The AI Slowdown Battle 4:05 Why Meta Benefits Most 6:49 How Meta Wins Either Way 12:41 Meta’s New AI Assistant 15:41 Zuckerberg’s Track Record 20:43 Dario’s Rea

The AI Conspiracy Is Blowing Up

Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.

Something Has Gone Terribly Wrong

00:00 What's Happneing In The Stock Market 17:31 Microsoft to Reveal Cloud Growth 19:45 S&P Global To Sell Capital IQ 21:52 Google Avoids Breakup 23:00 Fail Of The W

Investor Warning: They’re All Lying To You About AI

Why the biggest bear, Ed Zitron, belives AI is a con.

Meta Wins A Massive Strategic Victory

00:00 Meta Strategic Victory In Lawsuit 18:30 Microsoft Is Hiding From Investors 21:23 Netflix May Offer Peacock Through It's Service 26:15 Win Of The Week: SharkNinja

’m Buying $10,000 Of This Company Next

00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster

How I Built A $1.5 Million Portfolio

00:00 How To Have An Edge In Investing 15:02 Sharing My Investment Journey 19:15 Top Pick 1: Meta 23:50 Top Pick 2: Uber 25:50 Top Pick 3: S&P Global 27:30 Duolingo