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The Joseph Carlson Show
The Joseph Carlson Show
The Best Stocks To Buy This Week
OCT 19, 202638 MIN
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Description
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
09:24 Netflix Earnings: A Buying Opportunity?
12:16 ASML: When Market Narratives Create Opportunity
14:33 Netflix's Engagement Concerns & Layoffs
18:17 Meta Earnings: Advertising Power & AI Spending
21:08 Tesla Earnings: Robotaxis, Competition & Valuation
24:44 Moody's Earnings: A Long-Term Compounder
25:47 Brad Gerstner: Bullish on AI but Selling Stocks?
31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund
34:07 Fail of the Week: ESPN Embraces Sports Gambling
35:30 How Gambling Advertising Influences Journalism

