The Joseph Carlson Show I Just Invested $160,000 In This Stock
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Mar 16, 2026 A deep dive into why a major social media stock has become a buy-the-dip opportunity. A timeline of purchases and position sizing is laid out. Discussion of an influential NYT AI article and whether its reporting mischaracterized product delays. Comparison of AI offerings and valuation contrasts with a high-profile auto tech company. A firm conviction to keep buying on dips.
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Buying Meta Through Multiple Dips
- Joseph Carlson recounts repeatedly buying Meta during its dip, starting with $45,000 on January 29 and adding multiple purchases through March 13 totaling roughly $160,000.
- He lists exact buys and prices (e.g., $40,000 on Feb 4, buys at ~$672 and $657) to show conviction despite being down $16,000.
News-Driven Dip From Avocado Delay
- A New York Times article about Meta delaying its Avocado AI model triggered a selloff that Carlson calls an overreaction by investors.
- He highlights anonymous sourcing and timeline nitpicking as reasons the market mispriced the news.
Context Matters For CEO Timelines
- Carlson critiques the NYT for misrepresenting Mark Zuckerberg's timeline, arguing 'a year or so' isn't a hard 12-month deadline.
- He notes anonymous insiders claimed Meta's model trailed rivals, which he says is unsurprising given competitors' multi-year head starts.