Creator Post Archive
Joseph Carlson
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Oct 5, 2026
Three Turn-Around Stocks I’m Buying Today
The creator discusses buying three high-quality, turnaround stocks that are currently in massive dips, emphasizing a long-term investment horizon. The first stock purchased is Netflix, where the creator added $2,000 to an already substantial position, believing it to be a great company at a very good deal despite recent stock price declines.
Oct 1, 2026
Google And Meta Will Beat OpenAI And Anthropic
The creator argues that Google and Meta are better positioned to lead in AI over the next 5 years than current frontrunners OpenAI and Anthropic. The video also touches on Netflix's growth concerns and FICO's significant stock decline, while promoting a paid membership service for in-depth analysis.
Sep 21, 2026
Amazon Blocks Meta: The Agentic Wars Have Started
Joseph Carlson discusses the recent surge in Meta's stock price, attributing it to a combination of a low forward PE ratio, strong growth, and a wide economic moat. He highlights that Meta was previously undervalued and growing quickly, making it an ideal investment setup. The launch of Metamuse and a positive sentiment shift have further propelled the stock, which has gained 33% in the past month.
Aug 31, 2026
Investor Warning: They’re All Lying To You About AI
The creator discusses the rise of "AI bears" in the financial market, specifically focusing on Ed Zitron's critical views on AI, which he calls a "con." The creator plans to rebut Zitron's arguments point by point, believing that millions are being misled. The video also touches upon other prominent bears like Michael Bur and Jeremy Grantham.
Aug 26, 2026
Meta Wins A Massive Strategic Victory
Joseph Carlson discusses a recent settlement involving Meta, framing it as a strategic victory for the company despite initial negative headlines. He also touches upon news regarding Microsoft's financial reporting, potential changes for Netflix, and highlights Shark Ninja as an innovative company.
Aug 17, 2026
All The Pros All Buying These Companies
This video discusses how investors can learn from professional athletes and apply similar principles to investing, particularly by analyzing 13F filings. It highlights the investment philosophy of Dev Cantaria of Valley Forge Capital, who focuses on high-quality, efficient companies like FICO, Mastercard, Visa, and S&P Global. Despite recent underperformance, the creator notes that Valley Forge Capital has been reducing positions in companies that are currently at attractive valuations, suggesting these are not outright sells but rather strategic adjustments.
Aug 13, 2026
Bill Ackman Just Bought 6 New Stocks
Joseph Carlson discusses Bill Ackman's recent purchase of six new stocks, including Netflix, Mastercard, and S&P Global, as detailed in Pershing Square's Q2 report. Carlson compares Ackman's analysis and portfolio overlap with his own holdings, noting he often owned these stocks before Ackman. He provides a historical overview of Ackman's previous Netflix investment and the company's subsequent challenges.
Aug 10, 2026
Three Top Stocks To Buy Today
The creator believes there are still undervalued stocks despite the market's recent momentum and the S&P 500 and QQQ nearing all-time highs. He discusses Microsoft and ASML as past examples of companies he highlighted as buys when they were trading at significantly lower prices and were considered undervalued, noting his personal investments in both. He also touches on news regarding Gemini's AI model and a 'fail of the week' segment.
Jul 31, 2026
I’m Buying More Today
Joseph Carlson discusses recent earnings reports from major tech companies, including Microsoft, Meta, Amazon, and Apple. He highlights his significant investments in Meta, Microsoft, Amazon, and Google, emphasizing their role in AI data center spending. Carlson also touches on a bearish take on Meta from an interview and a hedge fund failure.
Jul 24, 2026
You're Being Lied To About Google Stock
The creator discusses the difficulty investors face in discerning truth from misinformation on social media, especially concerning company earnings reports. He plans to analyze ASML, Netflix, and Google, addressing false narratives and manipulative tactics. The episode also touches on why people are often better at investing in homes than stocks due to differences in due diligence and time horizon.
Jul 15, 2026
Why The Market’s Not Reacting To The Biggest Earnings
Joseph Carlson discusses ASML's blowout earnings report, noting the stock's flat reaction despite strong revenue, EPS, and multi-year guidance increases. He also expresses trepidation about Netflix's upcoming earnings and shares updates on his personal portfolio, which has reached an all-time high. The episode also covers two "fails of the week": Kalshi's proposal to bet on plane delays and New York City's ban on data center development.
Jul 13, 2026
Prepare For The Earnings Week Ahead
This week's earnings reports include major banks like JP Morgan, Bank of America, and Goldman Sachs, as well as semiconductor companies ASML and TSM, which are expected to perform well. Netflix is also reporting, with its stock having fallen 50% from its highs due to concerns about declining engagement and content. The creator will analyze whether this presents a buying opportunity. Other news includes Meta's recent surge, Apple suing OpenAI, and states suing Paramount over a merger.
Jul 6, 2026
9 Best Stocks To Buy In July
Joseph Carlson introduces his list of nine high-quality stocks to buy in July, emphasizing attractive valuations for companies that have been overlooked while semiconductor stocks have led the market. He outlines his investment philosophy focused on long-term compounding growth and durable earnings, combined with short-term valuation opportunities. The segment also touches on market news, including Tom Lee's positive outlook for July and a 'fail of the week' involving MicroStrategy.
Jun 29, 2026
Stocks Will Fall -70% According To This Expert
Joseph Carlson discusses Jeremy Grantham's bearish market predictions, highlighting Grantham's reputation and the entertaining nature of a CNBC interview where Grantham debated Joe Kernan. The video also briefly mentions Mark Zuckerberg's thoughts on AI and the significant losses of a fund manager named "Pulling Capital."
Jun 22, 2026
I Just Bought Two NEW Stocks
Joseph Carlson discusses his recent purchases of Uber and Door Dash, viewing them as quality growth companies being overlooked by the market's focus on AI. He plans to continue buying these and similar stocks throughout 2026, adopting a contrarian strategy. He also criticizes Poly Market for deceptive practices and mentions his stock analysis platform, Qualrrim.
Jun 10, 2026
11 Undervalued Stocks To Buy Today
The creator discusses undervalued stocks that are being left behind in the current market rally, despite the S&P 500 and QQQ showing significant gains. He emphasizes a core-satellite investment strategy, recommending a mix of ETFs like SPY, VOO, or SCHG as core holdings and individual stocks as satellite positions. The creator plans to highlight 11 specific companies that he believes are high-quality and attractively valued.
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.
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.
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.
Apr 22, 2026
Stocks Are About To Take Off, Here’s why
The creator argues that despite geopolitical turmoil and negative sentiment, the market is poised for a significant rally. He highlights the Nasdaq and S&P 500's strong recovery since March 30th, attributing it to investor complacency and extreme fear during the dip, which historically signals a market turnaround. He suggests now is an opportune time to buy stocks.
Apr 16, 2026
Here Are ALL The Stocks I’m Buying Now
The creator discusses the stock market's recovery to all-time highs, noting that software stocks have lagged significantly. He highlights recent corporate actions like Amazon's purchase of Global Star and analyst sentiment shifts towards Meta. The creator also details a public disagreement between Nvidia's CEO Jensen Huang and Amazon's Andy Jassy regarding AI efficiency and Nvidia's sales to China. Finally, he touches on the speculative rise of Albirds after pivoting to AI and introduces his new investor platform, Qualram Studio.
Apr 15, 2026
The Two Best Stocks To Buy In 2026
The creator highlights Amazon (AMZN) and Meta (META) as the two best stocks to buy in 2026, emphasizing their strong growth prospects, technological advancements, and market positions. For Amazon, the focus is on AWS's dominance in AI cloud hosting and its custom chip development, while for Meta, the emphasis is on its rapidly growing advertising business, expanding moat, and potential for multiple expansion. The creator also discusses personal investments in other companies like ASML, Google, Microsoft, Mastercard, S&P Global, Moody's, Intuit, Costco, and Netflix, while dismissing negative AI narratives as often being based on manipulated prompts.
Apr 15, 2026
This Perfect Stock Is Down 50%
The creator discusses FICO's stock, noting its significant price drop and the reasons behind it, including increased competition from Vantage Score and political scrutiny over its pricing practices. While acknowledging FICO's strong business model and network effects, the creator expresses disagreement with the company's aggressive pricing strategy and management's perceived arrogance, leading to a decision not to buy the stock. The creator also briefly touches on Meta's ambitious valuation target and a cautionary tale about a malfunctioning robot.
Apr 15, 2026
5 High Quality Stocks That Have Fallen Off
The creator discusses five stocks that have seen significant price drops but may present buying opportunities: Nike, Booking Holdings, American Express, Robin Hood, and Intuit. He analyzes their fundamentals, competitive moats, and risks, particularly from AI disruption. The creator also touches on market commentary from Jamie Diamond and Tom Lee regarding inflation and geopolitical risks, and reviews financial projections for OpenAI and Anthropic, concluding with a critique of an Italian court ruling against Netflix.
Apr 15, 2026
Here’s Why Stocks Are Going Crazy
The creator discusses a recent market rally, attributing it to President Trump's statement about potentially leaving Iran, which eased geopolitical concerns. He contrasts this with bearish predictions from Mohamed El-Erian, highlighting El-Erian's past inaccurate market timing. The creator also critiques a LendingTree study on the affordability of raising children, deeming it flawed and fearmongering. He mentions his own portfolio's recovery, with Meta, Google, and ASML showing significant gains, and discusses Warren Buffett's long-term perspective on market downturns.
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