Creator Post Archive
Joseph Carlson
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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
Here’s Why Stocks Are Surging Today
The creator discusses a market surge driven by a ceasefire announcement in the Strait of Hormuz, highlighting strong performance in stocks like ASML, Texas Roadhouse, Moody's, Amazon, Google, and Meta. He also delves into a critical New Yorker article about Sam Altman's character and addresses a viewer's criticism regarding a previous segment on Netflix pricing in Europe, defending his right to critique laws he finds illogical.
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.
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
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
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.
Mar 15, 2026
Three Monopoly Stocks To Buy Now
The creator discusses the current market sell-off, particularly in tech stocks, and argues that many oversold companies present buying opportunities. He analyzes the valuations of Mag Seven companies, highlights S&P Global and Microsoft as potential buys based on Chris Hohn's recent activity, and refutes the bearish narrative around Duolingo, contrasting it with Netflix's past struggles. The creator also criticizes Chamath Palihapitiya's claims about Warren Buffett's outperformance being solely due to information asymmetry.
Mar 15, 2026
Investors should keep buying, here’s why
The creator discusses the market's reaction to geopolitical events, highlighting Steve Eisman's view that investors should continue buying and Tom Lee's sentiment that the market will likely recover. The video also analyzes the contrasting performances of Duolingo (DOWN) and Netflix (UP), with a deep dive into Netflix's decision to withdraw from acquiring Warner Bros. Discovery and Duolingo's growth strategy and market position. Finally, the 'fail of the week' segment critiques the inauthentic product review by the CEO of McDonald's.
Mar 15, 2026
These 6 High Quality Stocks Are Worth Buying Today
The creator highlights six high-quality stocks that are currently experiencing significant drawdowns, presenting them as buying opportunities. These companies, including FICO, Uber, Intuit, Microsoft, Brookfield Corporation, and S&P Global, are favored by prominent investors and are believed to have strong underlying businesses despite current market pressures. The video also critiques predictions about widespread job losses due to AI and discusses market outlooks from analysts like Tom Lee.
Mar 15, 2026
Super Investors Keep Buying These Stocks
The creator discusses recent 13F filings from super investors, highlighting their buys and sells. Key stocks mentioned include Meta, Google, Amazon, Apple, Bank of America, and Moody's. The creator expresses bullishness on Meta and Amazon, agreeing with Bill Aman's buys and disagreeing with Berkshire Hathaway's sell of Amazon. They also discuss Moody's strong earnings and defense against the AI thesis, and provide updates on Booking Holdings and DoorDash.
Mar 15, 2026
I Valued Every Stock In My $1.3 Million Portfolio
The creator analyzes every stock in his $1.3 million portfolio, performing historical and future valuations to determine if they are attractively priced. He discusses Meta, Amazon, ASML, Costco, Duolingo, Google, Intuit, Mastercard, Moody's, Microsoft, Netflix, S&P Global, and Texas Roadhouse, providing his outlook on each.