The Joseph Carlson Show

They dig into a once‑loved stock that has plunged over 50% and why investors turned away. Discussion covers competitive threats, pricing fights, and political scrutiny around credit scoring. They also examine an ambitious $9 trillion market cap target from a major tech company. The segment ends with a comical fail about a dancing robot gone wrong.

They break down Meta’s five-year metaverse flop and the $80 billion write-off. They talk about a sudden corporate pivot to AI and a quirky plan for an AI “CEO” agent. There's coverage of Uber’s big Rivian robotaxi deal and a movie success tied to a streaming win. Plus a nostalgic Costco hot dog stunt and a controversial take on introspection.

A deep dive into Apple’s device-first AI strategy and its M5 chip ambitions. A debate over whether devices can undercut cloud giants and threaten social platforms. News on Intuit’s aggressive buybacks and halted exec sales. A look at Adobe’s cash flow versus slowing growth. Netflix’s pricey AI acquisition decoded. Critique of an SEC reporting change labeled a transparency risk.

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.

Six resilient compounders that recently dipped are reviewed, including why a credit scoring firm, a ride-hailing giant, and a tax-software leader still matter. A software titan and an asset manager face valuation and macro questions. S&P Global’s buybacks and AI fears get scrutiny. Forecasts for a near-term rally and later weakness are debated, and lively pushback on AI doom narratives wraps things up.

Oil surges past $100 after the Strait of Hormuz closure and global shipments grind to a halt. A major AI company sues the Trump administration over blacklist designation and contract risks. Netflix buys Ben Affleck’s AI studio to boost in-house production tools. Viral CEO food-review videos spark a contest of authenticity, with one clearly standing out.

A deep walkthrough of valuing every stock in a $1.3M portfolio using historical multiples and DCF models. Individual company checks include Meta, Amazon, ASML, Costco, Google, Microsoft, Netflix and more. The host compares growth assumptions, target returns and where positions look cheap or pricey. A practical tour of portfolio-wide valuation decisions and future watchlist plans.

Discussion of market reactions to geopolitical conflict and whether investors should stay the course. Debate over short-term volatility versus long-term buying, and one investor’s unchanged portfolio strategy. Deep dive into Netflix walking away from a major deal and the financial implications. Examination of Duolingo’s earnings shock, growth metrics, and strategic focus on engagement. A humorous takedown of a fast food CEO’s awkward PR moment.

A viral doomsday article and why it rattled markets. A debate over AI agents removing intermediaries and whether that thesis holds. Corporate M&A drama around Warner Bros and Netflix. A massive Meta‑AMD chip purchase and its long view on AI infrastructure. A surprising robot vacuum hack that raises privacy alarms.

A tour of which stocks top investors were buying in Q4 2025 and where bargains may now exist. A deep dive into Bill Ackman’s big Meta move and his shifts between Google and Amazon. A look at Moody’s case for why AI will not replace its business. Reactions to Booking Holdings and DoorDash earnings and a humorous take on an awkward AI summit moment.