Creator Post Archive
Joseph Carlson
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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.
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.
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
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
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
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.
Jan 14, 2026
4 Compounding Machines To Buy Now
The creator discusses four "compounding machine" stocks that are buys today, alongside news about Netflix, a potential credit card interest rate cap, Google's Gemini advantage, and Matthew McConaughey's trademark. The creator also notes a significant market downturn affecting major tech and software companies.
Dec 1, 2025
I Just Bought $77,000 Of This Stock
The creator discusses their significant recent purchases of Mastercard, totaling $77,000 in the past 30 days, bringing their total position to $183,000. They plan to detail four reasons for this investment. The video also touches on Google's challenge to Nvidia's AI dominance with TPUs, analyst opinions on Alphabet (GOOGL), and Netflix's (NFLX) recent performance and service issues.
Nov 5, 2025
6 Stocks To Buy In An Overvalued Market
The creator acknowledges the current bull market and high valuations but intends to present six stock ideas that he believes are still good buys. He also briefly mentions news regarding Uber's earnings, Amazon suing Perplexity, and promotes his stock analysis platform, Qualrrim.
Oct 13, 2025
Top Five AI Stocks I'm Buying Now
Joseph Carlson identifies Google as a top AI investment, citing its strong search growth, cloud momentum, and attractive valuation relative to its intrinsic value.
Sep 29, 2025
The Stock Market Is Overvalued, Here's What I'm Doing Now
The creator notes that the stock market, particularly the S&P 500 and QQQ, has had a strong year with significant gains, driven by investor optimism concentrated in big tech. Despite the overall market rally, the creator plans to highlight five undervalued companies that have been left behind and are still considered buys.
Sep 19, 2025
What I'm Buying And Selling In my $1.3 Million Portfolio
The creator plans to review his $1.3 million portfolio, discussing his sentiment and thesis for each holding, including strong buys and less bullish companies. He also touches on broader market news, including opinions from Steve Eisman and Tom Lee on the Fed and interest rates, a discussion on the suspension of Jimmy Kimmel's show, and a tax-saving strategy from LinkedIn.
Sep 10, 2025
I’m Buying $10,000 Of This Stock, Here’s Why
The creator is buying an additional $10,000 of Google (GOOGL/GOOG) and discusses Oracle's (ORCL) recent spectacular earnings, which have been compared to Nvidia's (NVDA) performance, due to massive AI deals. The video also touches on Apple's (AAPL) new products, differing economic outlooks from bank CEOs, and the launch of Amazon's (AMZN) robo taxi service.
Sep 3, 2025
Google Just Won Its Case - What Investors Should Do Now
The creator discusses the favorable outcome of Google's antitrust lawsuit, where the company will retain Chrome. This ruling is seen as a clearing event, leading to a stock price increase and renewed bullish sentiment from commentators. The creator also touches on the implications for Apple and mentions Netflix.
Aug 20, 2025
Here's A Full Look At My $1.3 Million Stock Portfolio
The creator discusses recent market nervousness, particularly in AI darlings like Nvidia, and suggests it might be a good time to review one's portfolio. He plans to go through his $1.3 million stock portfolio, highlighting S&P Global and Netflix as his top holdings.
Aug 4, 2025
I Just Bought $10,000 of a Brand New High-Quality Stock
The creator discusses his recent purchase of Duolingo stock for his "Story Fund" portfolio, believing it to be a misunderstood compounding machine despite a recent sell-off. He also touches on market outlook, Apple's growth, Amazon's earnings reaction, and a "fail of the week" related to Microsoft.
Jul 24, 2025
Google Stock Will Keep Going Higher, Here’s Why
The creator is highly bullish on Google following its strong earnings report, believing the stock will continue to rise and has a price target of $240. In contrast, the creator remains critical of Tesla due to its high valuation and Elon Musk's commentary, noting the stock's decline after its earnings report.
Jul 9, 2025
I Just Bought $5,000 More Of This Compounding Machine
The creator discusses his recent $5,000 purchase of Google stock, highlighting its undervaluation and strong risk-adjusted returns compared to other growth companies. He also touches on Nvidia's market cap milestone, Fundsmith's performance struggles, and news regarding FICO, Vantage Score, and Waymo.
Jun 23, 2025
I Keep Buying This Stock (I Bought More Today)
The creator discusses geopolitical events including US bombing of Iran and the Tesla robo taxi event. He also covers news from OpenAI and Hims & Hers. The main focus is on his continued buying of Equifax stock, which he is bullish on due to its steady revenue growth and underlying value.
Jun 12, 2025
The Five Best and Worst Investments I've Ever Made
The creator discusses reaching a $500,000 gain milestone across his two portfolios, highlighting a disciplined strategy of investing in high-quality companies with low turnover. He plans to share his five best and five worst investments, detailing the lessons learned and how his strategy has evolved.
May 27, 2025
Five Quality Stocks To Buy Now
The creator discusses his investment strategy focused on high-quality, compounding companies and highlights five stocks that are currently attractive buys. He mentions that despite market gains, there are still undervalued opportunities. The first stock discussed is FICO, which has recently experienced a significant price drop.
May 19, 2025
United Health Group Stock Drops 50% and Moody’s Lowers US Credit Rating
The creator discusses the significant sell-off in United Health Group (UNH), noting its current low valuation and high free cash flow yield. Despite the stock's drop and recent CEO departure, the creator views it as a potential investment opportunity due to its embedded position in the healthcare system and historical quality.
May 9, 2025
The Stock Market Is Now A Rocket Ship, According To Trump
President Trump is encouraging people to buy stocks, predicting significant market growth due to a new trade deal with the UK. The video also touches on news regarding Google's search volume on Apple devices, Palantir's market cap surge and high earnings multiple, and Kathy Wood's price target for Tesla.
Apr 25, 2025
Google Is The Next eBay, According To Analysts
The creator discusses Google's recent earnings report, noting that analysts are comparing the company to eBay and questioning its future amidst AI disruption. The creator also mentions their personal holdings in Google across different portfolios, acknowledging its mediocre performance due to multiple compression despite earnings growth.
Mar 28, 2025
The Stock Market May Be In Serious Trouble
The creator discusses a market downturn affecting major tech stocks like Amazon, Google, Tesla, Microsoft, Meta, and Netflix. He also touches on consumer economic anxieties, the conviction of Tom Lee seeing a buying opportunity, the legal outcome for Trevor Milton of Nikola, Discord's potential IPO, and the shift in younger consumer preferences towards creator content over premium TV. The creator notes that some of his holdings like S&P Global, Mastercard, and Intuit are performing well, while others like Microsoft, Salesforce, Google, and ASML are down.
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