This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. T...
Jul 14, 2025•28 min
00:00 Overview 01:00 Buying More Google Stock 13:34 Nvidia Hits 4 Trillion 14:22 Fundsmith Performance Review 18:50 FICO and VantageScore 20:40 Waymo TAM Expands 25:10 Sam Altman Interview
Jul 09, 2025•28 min
(00:00) Intro (01:00) AI Investment Analysis (21:00) Trump Tariffs Are Back (23:50) Musk Starts A Political Party (27:50) SharkNinja Innovation
Jul 07, 2025•37 min
00:00 Overview 04:40 Portfolio Update 09:20 New Amazon Thesis 22:09 Tom Lee Believes Markets Will Go higher 25:00 Mark Mahaney, Google Is Top Pick 30:20 Meta Poaching AI Employees 34:51 Lululemon Sues Costco
Jul 01, 2025•40 min
00:00 Why I Keep Buying Equifax 08:10 The US Bombs Iran, What Now 13:30 Tesla Robotaxi Launch 23:38 Zuckerberg Recruiting AI Talent 27:10 Hims Down -30% 28:57 Amazon Satellite Project
Jun 26, 2025•30 min
00:00 Google 06:08 Meta 07:37 Nvidia 09:40 Spotify 12:00 Apple 15:10 Mastercard / Visa 18:00 Amazon 19:25 MSCI 21:14 Uber 24:00 ASML 26:20 Adobe 29:00 Intuit 31:00 Equifax 32:45 Netflix 34:14 Tesla 36:10 Palantir 38:08 Lululemon 40:10 AMD 41:20 Costco 42:17 Booking Holdings
Jun 26, 2025•45 min
00:00 The US and Iran Situation 06:00 My Game Plan 13:50 Amazon CEO Says Fewer Employees 25:30 The Robotaxi Battle Heats Up 32:50 Sam Altman Microsoft & Meta Dispute
Jun 18, 2025•41 min
00:00 Introduction 02:50 Focusing On AI 05:00 ASML 08:20 Meta 09:26 Amazon 12:28 Intuit 14:40 Nvidia 15:50 Salesforce 19:10 Microsoft 19:50 Google 22:00 Oracle 23:03 Palantir 24:40 Brad Gerstner AI Thoughts 33:36 Meta Buys AI Company 34:30 Disney Sues AI Company
Jun 16, 2025•38 min
00:00 Intro 01:30 Must & Trump Ending 33:56 Jobs Report 35:00 LULU Stock Crashes 37:00 Amazon Is Making Human Robots
Jun 06, 2025•42 min
00:00 Introduction 01:30 Quatrim Plug 02:30 Portfolio Performance 08:00 Netflix Analysis 17:40 Amazon Analysis 26:51 Google Analysis 32:00 Microsoft Analysis 35:30 S&P Global Analysis 36:50 Meta Full AI Ads 40:40 Tom Lee Bull Market
Jun 02, 2025•43 min
00:00 Intro 02:20 FICO 16:20 Salesforce 20:30 ASML 23:34 Amazon 25:22 Google
May 27, 2025•29 min
00:00 intro 02:00 Google Declares War on ChatGPT 19:30 Elon Musk Robotaxi Interview 28:00 FICO Stock Price Falls 33:00 Klarna, The Fail Of The Week
May 21, 2025•35 min
00:00 Intro 02:02 United Health Group 10:37 Moody's Downgrades US Govt Debt 17:02 GTA 6 CEO Interview 20:00 Police Officer vs Waymo
May 19, 2025•22 min
00:00 intro 02:22 Bill Ackman 13f 08:40 Michael Burry 13f 13:38 Christopher Boomstran 13f 20:20 Dev Kantesaria 13f 22:56 Berkshire 13f 25:00 Chris Hohn 13f 26:10 Terry Smith 13f 28:00 Sundar Pichai Answers Tough Questions 45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking
May 16, 2025•51 min
00:00 intro 02:00 Chris Hohn History 20:30 Triple Front Partners 13f 22:30 Chuck Akre 13f 23:40 Josh Tarasoff 13f 24:40 Polen Capital 13f 27:36 AirBnb Midlife Crisis 35:40 Waymo Recalls 1,200 Cars
May 14, 2025•42 min
00:00 intro 02:05 US-China Trade Deal 16:03 Biggest Fail Of The Year 21:13 Regulation of Pharma Prices 28:24 Why Is Microsoft Azure Growing So Fast
May 12, 2025•32 min
00:00 Intro 02:00 US and UK Trade Deal Analysis 07:30 Google Stock Struggles 15:20 Palantir Top Ten Tech Stock 22:50 Cathie Wood Tesla Prediction
May 09, 2025•27 min
00:00 Intro 02:21 Big Tech vs The Bears 07:00 Microsoft Earnings 14:00 Apple Earnings 17:46 Meta Earnings 22:58 Amazon Earning 29:40 Job Report 34:15: GTA 6 Delay
May 02, 2025•36 min
00:00 Intro 02:00 Portfolio Overview 04:55 The Upcoming Recession 11:11 S&P Global Earnings 17:33 Visa Earnings 19:50 Booking Holdings Earnings 25:00 FICO Earnings 25:48 Spotify Earnings 26:46 Microsoft / Meta Upcoming Earnings 27:00 Amazon Upcoming Earnings
Apr 30, 2025•32 min
00:00 Intro 03:00 S&P Gobal 08:22 Spotify 11:59 Visa / Mastercard 14:20 Booking Holdings 18:14 Microsoft 22:00 Meta 22:30 Amazon 34:15 Apple
Apr 28, 2025•37 min
00:00 Intro 01:38 Google's Now eBay According To Analysts 19:31 Consumer Outlook Worsens 27:36 New Slate Truck
Apr 25, 2025•26 min
00:00 Intro 01:00 Why Stocks Are Up 05:06 Why Tesla Surged 13:45 Equifax Earnings Reaction 18:52 Moody's Earnings Reaction 22:34 Portfolio Performance
Apr 23, 2025•23 min
00:00 Intro 01:33 Google 09:15 Tesla 14:00 Moody's 15:00 Equifax 17:30 Chipotle 18:13 ServiceNow 21:09 Trump Firing Jay Powell 24:00 Netflix Earnings
Apr 21, 2025•29 min
Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big. Plus: A surprising twist involving an “AI-powered” shopping app (really powered by humans) 👀 A look at clashing ...
Apr 15, 2025•30 min
The video details how the stock market reacted positively to President Trump's revised tariff strategy, which involved increasing tariffs on China while reducing them for other nations. This market surge, reminiscent of the 2009 rebound under President Obama, saw significant gains for major tech companies. The presenter suggests that this market behavior aligns with previous predictions about tariffs being adjusted if they negatively impacted the US economy, and anticipates potential future trad...
Apr 09, 2025•13 min
This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address trade imbalances. Amidst the uncertainty, the speaker shares his personal investment strategy of buying q...
Apr 08, 2025•34 min
We break down what this tariff plan means for the future
Apr 03, 2025•29 min
00:00 Intro 04:08 Why Big Tech Is Undervalued 22:02 Waymo & Uber 26:13 Google Is Ahead In AI 31:05 Amazon Implementing AI 34:00 Berkshire Giveaway
Mar 26, 2025•36 min
00:00 Intro 02:00 Google Buying Wiz 13:25 Market Continues Downward 15:41 Zoox Robotaxi Expansion 20:48 Mark Rober Vs Tesla 39:17 Costco Pressures Chinese Suppliers 43:18 Analysts Upgrade Netflix
Mar 18, 2025•44 min
00:00 Introduction 04:21 Apple 07:25 Google 10:18 Costco 14:09 FICO 16:48 Amazon 20:30 S&P Global 21:30 Texas Roadhouse 24:35 Moody's 25:25 Palantir 27:45 ASML 29:34 Salesforce 31:15 Microsoft 33:25 VICI 33:50 Mastercard 36:00 Uber 38:15 Intuit 39:56 Booking Holdings 43:10 Netflix
Mar 07, 2025•46 min
