Joseph Carlson After Hours
Monthly Top 5 Picks (Rolling 30-Day Positive)
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Three Top Stocks To Buy Today
Joseph Carlson After Hours
Joseph argues that despite the S&P 500 and QQQ being near all-time highs, specific high-quality companies like Uber, Meta, and Netflix remain significantly undervalued due to market misunderstandings. Joseph states that these stocks represent a unique opportunity to buy into strong businesses where the perceived risks are already fully priced in.
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The Bears Are Wrong Once Again
Joseph Carlson After Hours
Joseph argues that market leaders like Uber, DoorDash, and Duolingo remain strong investments despite bearish narratives regarding AI disruption and competition. Joseph states that the fundamentals of these companies, specifically their distribution networks and growing user engagement, outweigh the perceived risks from emerging technologies.
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Market Sentiment Is Quickly Changing
Joseph Carlson After Hours
Joseph argues that market sentiment is shifting positively toward big tech hyperscalers, driven primarily by Amazon's massive AWS acceleration and robust cloud demand. Joseph states that while some companies like FICO face regulatory hurdles and valuation compression, his portfolio is reaching new highs due to the structural strength of AI-driven growth in companies like Microsoft and Google.
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I’m Buying More Today
Joseph Carlson After Hours
Joseph argues that the market is finally beginning to recognize the massive value generated by the heavy capital expenditure spending of big tech companies, specifically Microsoft, Amazon, and Google. Joseph states that Meta is currently being unfairly penalized by the market despite strong core fundamentals and will eventually follow the upward trajectory of its peers as its AI investments bear fruit.
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This Is The Best Opportunity In Years
Joseph Carlson After Hours
Joseph argues that the current earnings week is a critical turning point for the market, offering unique entry points for high-quality big tech stocks despite extreme retail investor discouragement. Joseph states that while the market is currently punishing companies for high capital expenditures, the underlying business growth and low valuations of firms like Meta and Microsoft present a long-term buying opportunity.
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You're Being Lied To About Google Stock
Joseph Carlson After Hours
Joseph argues that social media has made it increasingly difficult for investors to discern truth from misinformation regarding stock investments. He highlights how treating stocks like real estate, with thorough research and a long-term perspective, leads to better outcomes. Joseph then demonstrates this by debunking negative narratives about Google and Netflix, presenting their strong financial performance and strategic growth as evidence of their intrinsic value.
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Why The Market’s Not Reacting To The Biggest Earnings
Joseph Carlson After Hours
Joseph argues that even when companies like ASML deliver blowout earnings, their stock prices may remain flat because high growth expectations are already priced to perfection. Joseph states that market momentum is beginning to shift away from semiconductor stocks toward quality growth companies in other sectors that have been previously overlooked.
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Prepare For The Earnings Week Ahead
Joseph Carlson After Hours
Joseph argues that the current market narrative regarding Netflix's decline is overstated, suggesting instead that the company is in an advantageous position to pivot and address engagement issues. Joseph states that he is shifting his portfolio focus from high-valuation semiconductor stocks like ASML toward quality growth companies like Meta, which are strategically positioned to benefit from the commoditization of AI models.
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Stocks Will Fall -70% According To This Expert
Joseph Carlson After Hours
Joseph argues against the persistent bearish outlook of Jeremy Grantham, asserting that Grantham's market predictions have largely been inaccurate and detrimental to long-term investors. Joseph believes the overall market trends upwards over time and highlights Meta and Amazon as his top stock picks.
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The AI Boom Is Starting To Crack
Joseph Carlson After Hours
Joseph argues that the AI-driven capital expenditure cycle has reached a critical turning point as high component costs force major consumer tech companies to raise prices. Joseph states that while infrastructure providers like Micron are seeing record growth, the transition of these costs to the end consumer serves as a significant warning sign for the sustainability of the current tech boom.
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I Just Bought Two NEW Stocks
Joseph Carlson After Hours
Joseph argues that the current market is bifurcated, with investors over-piling into AI-related stocks while ignoring high-quality, durable growth companies. Joseph states that he is rebalancing his portfolio by trimming his successful ASML position to initiate new stakes in Uber and DoorDash, which he believes offer better value and long-term growth potential.
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I Invested $182,000 Into This Broken Company
Joseph Carlson After Hours
Joseph argues that the market is bifurcated, with AI beneficiaries driving highs while many fundamentally strong companies are overlooked due to recency bias. He identifies Meta as a prime example of such a company, holding a bullish outlook and personally investing, while criticizing Snapchat's new VR headset as a likely failure.
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Investing Legend Warns About This Market
Joseph Carlson After Hours
Joseph states that the current market rally is driven by optimism regarding a new diplomatic framework with Iran and the massive valuation of SpaceX following its IPO. Joseph argues that while big tech and select consumer stocks like Texas Roadhouse show strong momentum, investors must remain cautious of speculative exuberance and companies trading at over 100 times revenue.
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11 Undervalued Stocks To Buy Today
Joseph Carlson After Hours
Joseph states that while the current market rally is concentrated in a few AI and semiconductor stocks, many high-quality companies are being left behind at attractive valuations. He identifies several 'compounder' stocks across various sectors that he believes are currently undervalued and represent strong long-term buying opportunities.
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Google Is Fooling Everyone
Joseph Carlson After Hours
Joseph argues that Google's $80 billion equity raise is a strategic masterstroke to secure AI infrastructure dominance despite widespread investor fear. He states that the company's massive capital expenditure is a response to unprecedented demand and serves as a preemptive strike to drain market liquidity before competitors can access it.
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My Investing Plan For The Next 5 Years
Joseph Carlson After Hours
Joseph argues that the AI market is currently in a scarcity phase benefiting infrastructure providers, but power will eventually shift to the 'buyers' or hyperscalers. He states that the most durable long-term gains will come from companies with massive distribution and proprietary data, rather than cyclical hardware sellers.
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This Is The Craziest IPO Ever
Joseph Carlson After Hours
Joseph argues that the upcoming SpaceX IPO represents a massive opportunity driven by technological optionality and low share supply, despite a questionable valuation and unrealistic market projections. Joseph also states that he has liquidated his position in Intuit due to the rising threat of AI and is shifting those funds into Amazon, Meta, and S&P Global.
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Super Investors Are Buying AI Stocks
Joseph Carlson After Hours
Joseph argues that high-profile investors are increasingly divided on the future moats of tech giants like Microsoft and Google, leading to dramatic portfolio shifts. Joseph states that despite these disagreements, the most successful strategies focus on identifying high-quality 'compounding machines' with durable competitive advantages.
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These 7 Companies Will Dominate The Future
Joseph Carlson After Hours
Joseph argues that investors should focus on high-quality compounding machines that dominate multiple market verticals rather than chasing short-term momentum. He identifies several key companies, including Meta and Amazon, that are winning across various sectors like AI, cloud, and logistics despite current market skepticism.
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The Best Investor In The World Just Sold Microsoft
Joseph Carlson After Hours
Joseph states that Microsoft's competitive moat is being threatened by AI disruption, specifically through tools like Claude that erode traditional software bundles. He also highlights the continued operational excellence of Texas Roadhouse and warns against the risks of prediction markets.
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Analysts Were Completely Wrong About This Stock
Joseph Carlson After Hours
Joseph states that major technology firms are successfully translating massive AI capital expenditures into accelerating revenue, particularly highlighting Google's record-breaking cloud backlog and stock performance. He argues that investors should maintain mental flexibility and hold high-quality companies like Duolingo through periods of growth deceleration, drawing parallels to Netflix's historical recovery.
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Four Stocks To Buy After Earnings
Joseph Carlson After Hours
Joseph argues that investors can achieve outsized returns by targeting high-quality companies like Meta, Microsoft, Visa, and MasterCard that currently trade at low valuations relative to their earnings growth potential. He states that while market sentiment remains cautious, these firms demonstrate fundamental strength and are well-positioned for future multiple expansion.
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Analysts Can’t Believe These Numbers Are Real
Joseph Carlson After Hours
Joseph states that the recent tech earnings season was spectacular, with Google emerging as the top performer due to explosive cloud growth and AI integration. Joseph argues that while Meta faced a sharp sell-off over CapEx concerns, its underlying growth remains superior to its peers, alongside a strong performance from Amazon.
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This Week Could Be A Disaster
Joseph Carlson After Hours
Joseph states that the current week is one of the most critical for the stock market as major tech giants report earnings and reveal their AI capital expenditure strategies. Joseph argues that while management often blames AI for recent layoffs to look strategic, workforce reductions are actually a result of aggressive over-hiring during 2022.
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Analyst Warns Things Could Get Much Worse
Joseph Carlson After Hours
Joseph states that despite recent market volatility and bearish analyst warnings, a long-term investment horizon of five years or more remains the most reliable strategy for success. He highlights his portfolio's $108,000 recovery and provides a deep dive into why he remains bullish on Meta and Netflix while avoiding Adobe and Salesforce.
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Here Are ALL The Stocks I’m Buying Now
Joseph Carlson After Hours
Joseph argues that the stock market's recent recovery is driven by investors realizing that geopolitical tensions are temporary, whereas artificial intelligence poses a more permanent structural risk to software companies. Joseph states that he remains bullish on mega-cap stocks like Meta and Amazon, highlighting his recent personal purchases during market dips.
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The Two Best Stocks To Buy In 2026
Joseph Carlson After Hours
Joseph states that Meta and Amazon are the premier investment choices for 2026, underpinned by their aggressive AI infrastructure spending and market leadership. He contends that despite short-term fluctuations in free cash flow due to high capital expenditures, both companies are positioned for significant long-term capital appreciation and dominance in the AI era.
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Here’s Why Stocks Are Surging Today
Joseph Carlson After Hours
Joseph states that the recent market surge is a direct response to a two-week ceasefire announcement and the reopening of the Strait of Hormuz. He argues that investors should maintain a bullish outlook and buy during dips caused by temporary global events, highlighting the strong performance of tech giants in his portfolio.
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5 High Quality Stocks That Have Fallen Off
Joseph Carlson After Hours
Joseph states that several former market leaders have become undervalued and 'left for dead,' presenting potential opportunities for investors willing to look past current headlines. Joseph argues that while some companies like Nike face fundamental moat issues, others like Intuit and American Express offer strong growth and stability despite fears of AI disruption or macroeconomic headwinds.
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Here’s Why Stocks Are Going Crazy
Joseph Carlson After Hours
Joseph argues that investors should ignore the pessimistic forecasts of economic experts and instead recognize that the stock market is forward-looking and often recovers before crises are resolved. Joseph states that the recent market rally, which added $65,000 to his portfolio in two days, proves that high-quality companies are currently offering attractive entry points despite geopolitical tensions.
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Don’t Make This Huge Mistake
Joseph Carlson After Hours
Joseph argues that the current market downturn represents one of the best buying opportunities in years, specifically for high-quality technology stocks. He states that while sentiment is at record lows and portfolios are being crushed, the underlying fundamentals and rising earnings estimates suggest a massive eventual rebound.
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This Perfect Stock Is Down 50%
Joseph Carlson After Hours
Joseph argues that while FICO appears to be a financially perfect business, management's aggressive pricing strategy has created significant regulatory and competitive risks that make the stock unbuyable at its current discount. He states that he prefers investing in companies like Meta, Moody's, and S&P Global, which he believes offer better long-term prospects without the same level of political scrutiny.
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They Wasted $80 Billion On This
Joseph Carlson After Hours
Joseph argues that Mark Zuckerberg's $80 billion investment in the metaverse was one of the largest capital allocation failures in history, but he is highly optimistic about Meta's recent pivot toward artificial intelligence. He also highlights Uber's strategic move into the robo-taxi market via a Rivian partnership and Amazon's successful venture into blockbuster filmmaking with 'Project Hail Mary'.
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They're All Making A Big Mistake
Joseph Carlson After Hours
Joseph states that Apple is pursuing a unique, capital-light AI strategy by leveraging on-device processing across its 2.5 billion devices instead of investing hundreds of billions into data centers. He also defends Meta's significant infrastructure spending, arguing that vertical integration is necessary for long-term independence from other tech platforms.
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These 6 High Quality Stocks Are Worth Buying Today
Joseph Carlson After Hours
Joseph states that market volatility and macroeconomic concerns have created rare buying opportunities in six high-quality compounding stocks that are currently experiencing significant drawdowns. He argues that despite fears surrounding AI disruption and interest rates, these companies maintain strong moats and attractive valuations for patient investors.
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The Worst Case Scenario Just Happened
Joseph Carlson After Hours
Joseph argues that investors should avoid panicking despite the spike in oil prices caused by the closure of the Strait of Hormuz. Joseph states that market volatility presents a buying opportunity for high-quality, antifragile companies like Meta, Amazon, and Netflix.
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I Valued Every Stock In My $1.3 Million Portfolio
Joseph Carlson After Hours
Joseph argues that the best investment opportunities are often found within one's existing portfolio by conducting rigorous historical and future valuations. Joseph states that while some high-conviction stocks like Meta and Amazon remain attractively priced, others like Costco and ASML have reached valuation levels that currently warrant a hold.
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Investors should keep buying, here’s why
Joseph Carlson After Hours
Joseph states that geopolitical conflicts should not distract long-term investors from their strategies of building positions in high-quality companies. Joseph argues that Netflix's decision to walk away from a major acquisition demonstrates excellent management discipline, while Duolingo's recent sell-off presents a long-term growth story despite short-term guidance concerns.
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Investors Are Confused
Joseph Carlson After Hours
Joseph states that current market confusion regarding AI's impact is creating significant valuation disconnects for high-performing companies like Nvidia and Intuit. He argues that despite the 'SaaS apocalypse' narrative, companies with strong fundamentals and consistent user growth, such as Duolingo and Mercado Libre, remain attractive investments.
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This Doomsday Article Is Causing Investor Panic
Joseph Carlson After Hours
Joseph argues that the recent market sell-off triggered by a Citriny Research report is based on flawed "fanfiction" regarding the impact of AI agents. Joseph states that companies like DoorDash and Visa are far more resilient than critics claim because consumers actually value the specific types of friction and interfaces these platforms provide.
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Super Investors Keep Buying These Stocks
Joseph Carlson After Hours
Joseph argues that recent market pullbacks have created buying opportunities for high-quality companies that are currently cheaper than when super investors first entered their positions in late 2025. Joseph states that concerns regarding AI disruption and high capital expenditure are often misunderstood by the market, presenting a chance to buy dominant firms like Meta, Amazon, and Moody's at attractive valuations.
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Three Monopoly Stocks To Buy Now
Joseph Carlson After Hours
Joseph argues that the recent sell-off in technology and software stocks presents a major buying opportunity as the market irrationally rotates into slower-growing retail companies. Joseph states that fears regarding AI disrupting software are largely unfounded, as businesses will continue to require stable user interfaces and predictable business logic that AI currently cannot provide.
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Michael Burry Says We're In Another Bubble
Joseph Carlson After Hours
Joseph argues that the massive capital expenditure by big tech companies is a generational opportunity rather than a bubble, disagreeing with skeptics like Michael Burry. Joseph states that companies like Meta, Amazon, and Microsoft are trading at historically attractive valuations despite their accelerating revenue growth driven by artificial intelligence.
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The Stock Market Panic Explained
Joseph Carlson After Hours
Joseph states that the recent market sell-off, triggered by Anthropic's AI advancements, has created a significant divide between vulnerable software companies and insulated business models. Joseph argues that investors must distinguish between patience and denial, specifically repositioning his own portfolio by selling Salesforce and Equifax to aggressively buy Meta.