New York City is criticized for scaring away businesses like Amazon and implementing policies such as a ban on new data centers, which benefits other cities like Miami.
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Why The Market’s Not Reacting To The Biggest Earnings
Jul 15, 2026
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.
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JP Morgan's earnings were very good, and the bank's health is tied to the strong US consumer and economy, suggesting no reason for it to struggle.
Nvidia is mentioned as a company that has previously achieved earnings 'better than perfect,' suggesting it's possible for TSM or memory companies to do the same, though less likely.
TSMC is mentioned as a semiconductor stock that is expected to do fantastically fundamentally but has given up gains recently, with investors becoming more skeptical.
Micron Technology is mentioned as one of the semiconductor stocks that has given up significant gains over the past month.
DoorDash has outperformed ASML recently after the creator reallocated capital from trimmed ASML shares into DoorDash, which was at a lower valuation.
Warren Buffett reportedly bought Google shares through Berkshire Hathaway, not management.
Carlson expresses nervousness and trepidation about Netflix's upcoming earnings report, given the stock's history of significant single-day price swings.
ASML reported blowout earnings with substantial multi-year guidance increases, yet the stock reacted minimally, prompting Carlson to hold his position.
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