buy
Mentioned 5/18/2026
Current ROI
-4.61%
Creator Profile
Joseph Carlson
YouTube | Stock
246,000 followers
Visit creator profileTracked since March 15, 2026
Return Since March 15, 2026
Creator Strategy-1.52%
Market Index (SPY)+14.69%
Recent Posts
Latest published research
May 18, 2026
Super Investors Are Buying AI Stocks
The creator discusses the investment strategies of "super investors," highlighting contrasting views on Microsoft. While some investors are selling, Bill Aman is buying. The creator also notes significant investment in Google despite its high stock price. A major focus is on Chris Hone's decision to sell 83% of his Microsoft holdings due to concerns about its moat being pressured by AI, particularly in its software and cloud divisions.
17 tracked mentions4 linked signals
May 8, 2026
Analysts Were Completely Wrong About This Stock
The creator discusses Google's (GOOGL) impressive stock performance, attributing it to strong execution and AI integration, and contrasts it with the perceived culture issues and leadership doubts from the past. He also analyzes the AI investment landscape, highlighting the capex spend by major tech companies like Amazon (AMZN), Microsoft (MSFT), and Meta (META), and discusses the differing perspectives on AI's impact on jobs from figures like Dario Amodei and Jensen Huang. The creator also shares his personal investment in Duolingo (DUOL), explaining why he's holding despite its poor performance, and concludes with a "fail of the week" segment detailing the conflict between New York City Mayor Eric Adams and hedge fund manager Ken Griffin, suggesting it's driving businesses away from New York to Miami.
5 tracked mentionsNo linked signals detected
May 6, 2026
Four Stocks To Buy After Earnings
The creator highlights four stocks to buy after earnings: Meta, Visa, MasterCard, and Microsoft. He analyzes past successful stock performances using Google, ASML, and Netflix as examples, emphasizing the combination of multiple expansion and earnings growth. The video also discusses Warren Buffett's market commentary, Bill Ackman's views on undervalued companies like Uber and Meta, and Tom Lee's perspective on AI's impact on US tech firms. Finally, it details the "fail of the week" concerning GameStop's proposed acquisition of eBay and Ryan Cohen's interview.
9 tracked mentions5 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buy
Mentioned 5/18/2026
Current ROI
-3.15%buy
Mentioned 5/18/2026
Current ROI
+15.82%Tracked Portfolio Performance Since March 15, 2026
Total Tickers
14
Success Rate
Locked
Average Return
Locked
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