I'll Keep Buying Any Dip In This Company
00:00 Overview 02:00 OpenAI Releases AI Browser 13:10 Salesforce Stock Surge 15:00 Equifax Earnings 18:45 Warner Bros Sale 21:50 Netflix Future 23:15 Fail Of The Week: Amazon

00:00 Overview 02:00 OpenAI Releases AI Browser 13:10 Salesforce Stock Surge 15:00 Equifax Earnings 18:45 Warner Bros Sale 21:50 Netflix Future 23:15 Fail Of The Week: Amazon
00:00 Overview 02:00 New Buys Today 14:30 Salesforce Dreamforce 16:50 Sundar Pichai Interview 27:30 Fail Of The Week (Grant Cardon)
00:00 Overview 02:00 ASML Earnings 14:35 Brad Gerstner on AI Bubble 25:30 Agentic Commerce 28:00 Waymo Expansion 28:50 Salesforce OpenAI Deal
00:00 Introduction 02:00 Top 5 AI Winners 21:30 Broadcom OpenAI Deal 24:30 Tom Lee Remains Nvidia vs Costco 23:30 Fail Of The Week
00:00 Overview 02:00 AMD Open AI Deal 11:40 The 1999 Stock Bubble Is Here 15:30 Portfolio Construction
AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.
- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction
Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.
The market is getting overvalued. We look at five high quality stocks that are still a deal.
00:00 Overview 02:00 AI Capex Warning 13:22 Costco Earnings Report 18:50 Tia Lopez RadioShack Scheme 24:00 Duolingo Chess
00:00 Overview 02:30 The Amazon Thesis 26:30 Jimmy Kimmel Returns 33:20 Mark Mahaney Netflix
00:00 Overview 02:00 Why ASML Stock Is Surging 13:40 Nvidia $100b Investment 16:50 H1-B Visa Changes 21:40 Meta Live Demo Fail 24:02 Fail Of The Week
00:00 Introduction 02:05 What I'm Buying and Selling 18:20 The Impact Of Rate Cuts 21:52 Jimmy Kimmel Suspension 36:55 Linkedin Tax-Saving Strategy
00:00 Overview 02:50 Option Care Health 05:43 Twilio 08:35 U-Haul 09:39 Elf Beauty 11:44 Innodata 14:00 Vertiv 15:32 Aptiv 16:43 FirstCash 21:10 XQO 22:23 JBS 23:50 Interest Rates Lowered 25:54 Waymo Expansion and Safety 28:30 Comment Section
00:00 The Case For Opendoor 18:10 Gemini Number One In App Store 20:19 Should We End Quarterly Reports
00:00 Portfolio Update 21:10 Paramount, Warner Bros, And Netflix 24:45 TikTok Interview
Does your stock have a strong hold or a picket fence? We discuss in this video.
00:00 Overview 02:00 Amazon New Bull Case 16:50 Salesforce 24:22 Duolingo 36:00 Lululemon 38:00 Elon Musk Pay Package
00:00 Overview 02:00 Google Valuation Breakdown 15:00 Investing In September 20:00 Kraft Heinz Split
00:00 Intro 02:00 Nvidia Earnings 11:42 ChatGPT Legal Dispute 24:15 Google Case May Hurt Apple More 26:15 Cracker Barrel Rebrand Reversal 28:10 American Eagle Marketing
00:00 Intro 02:00 Investors Are Nervous 11:50 US Buys 10% of Intel 20:00 Google Hits All-Time Highs 26:10 Netflix Stock Movie Hit 29:20 Uber CEO on Tesla & Waymo 31:16 TikTok Solves America Debt
00:00 Intro 02:05 Interest Rates Lowered 05:00 FICO & Equifax 17:30 Google Keeps Winning 24:24 Intuit Earnings 26:30 Cracker Barrel Rebranding
00:00 Overview 04:48 Duolingo 09:20 Netflix 12:47 Amazon 14:42 S&P Global 16:22 Microsoft 18:49 Mastercard 20:33 Google 26:10 Costco 27:53 Intuit 29:32 Texas Roadhouse 31:12 Booking Holdings 33:22 Moody's 35:00 Salesforce 37:06 Equifax 39:22 ASML
00:00 Intro 01:55 Warren Buffett 06:00 Bill Ackman 11:21 Dev Kantesaria 15:30 Chris Hohn 18:00 AltaRock 20:00 Michael Burry 21:30 Terry Smith 24:30 ValueAct Capital 25:16 Tiger Global
00:00 Overview 01:00 Trimming Texas Roadhouse 07:00 AI Eating Software 20:00 Apple's Robotics Play 23:00 Perplexity Offers To Buy Chrome 26:50 Mark Mahaney On Duolingo 30:26 Amazon Pushes Into Grocery 33:30 Paramount Buys UFC 35:50 Qualtrim on Cable News
00:00 Overview 01:00 Duolingo Review 13:38 Responding To Comments 23:10 Texas Roadhouse 26:00 Uber and Waymo
00:00 Microsoft 14:20 Meta 22:40 S&P Global 25:00 FICO 30:00 Mastercard 31:30 Spotify
00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon
00:00 Overview 01:28 Google Earnings Analysis 35:26 Tesla Earnings Analysis
00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer