Google's stock drop due to AI talent departures is an overreaction; its comprehensive infrastructure and distribution provide a strong moat in AI.
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I Just Bought Two NEW Stocks
Jun 22, 2026
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.
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Tesla is mentioned as one of three companies that will be competing in Houston with their own robo taxi service.
Caterpillar, a construction equipment company, is also seeing its stock rise significantly due to its indirect relation to AI infrastructure, up 70% year-to-date.
Even older companies like Intel are seeing their stock prices reflect relevance in the AI world, with Intel up 251% year-to-date.
SanDisk is mentioned as another company with explosive bottleneck-type performance, moving up hundreds of dollars per day.
Micron Technologies is attracting significant attention from AI enthusiasts and momentum investors, with its stock up 277% year-to-date and 875% over the past year.
TSM, ASML's primary customer, has also experienced significant growth, up 50% year-to-date and 122% over the past year.
The creator trimmed 10% of his ASML position, reallocating funds to Door Dash and Uber, but remains very bullish on ASML long-term.
Joseph Carlson initiated a $10,000 position in Door Dash, seeing it as a quality growth company that is currently undervalued.
Joseph Carlson initiated a $10,000 position in Uber as part of his strategy to buy quality growth companies left behind by the market.