The Biggest Loss Ever
00:00 Overview 01:13 Stock Market Panic 13:10 Duration And Business Model 19:59 Uber Earnings 21:40 Fail Of The Week: Netflix at Congress

00:00 Overview 01:13 Stock Market Panic 13:10 Duration And Business Model 19:59 Uber Earnings 21:40 Fail Of The Week: Netflix at Congress
00:00 Overview 02:00 Meta Analysis 12:50 Meta Capex Spend Explained 22:00 Tom Lee Bitcoin Prediction 23:15 Waymo Accident 27:47 Nvidia Walks Back OpenAI Deal
00:00 Overview 02:00 Microsoft 13:00 Meta 18:24 ASML 20:08 Mastercard 22:00 Tesla
Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 01:46 Google 06:18 Mastercard 09:40 Amazon 11:20 S&P Global and Moody's 12:45 ASML 15:20 Netflix 20:12 Microsoft 21:06 Costco 24:44 Intuit 26:33 Salesforce 28:10 Texas Roadhouse 30:40 Equifax 32:30 Duolingo
00:00 Overview 01:58 The Markets Are Sinking 14:53 Buying $5,000 More Of Duolingo 18:17 Netflix Earnings 21:50 Andy Jassy On Job Loss 26:20 Chris Hohn Breaks Hedge Fund Record 30:25 Fail Of The Week: Beast Games Contestant
00:00 Introduction 03:00 Netflix & Warner Bros 11:40 JP Morgan Is No Longer A Bank 16:00 Amazon Advances With Robotics 18:52 Visa & Mastercard Interest Rate Cap 23:37 Gemini's Unfair Advantage 25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself
00:00 Fed vs President Trump 15:00 Duolingo CFO Steps Down 23:40 Apple and Google Partnership 25:13 Paramount Sues Warner Bros
00:00 Preview 02:00 The Best Stock 17:08 Warner Bros Rejects Paramount, Again 19:00 Brad Gerstner on 2026 22:55 Palmer Luckey's Great Take 24:00 Trump Blocking Wall Street from Buying Homes 28:00 Fail Of The Week: AI "Pranks"
We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.
00:00 Overview 02:00 Best & Worst Stocks Of 2025 29:50 2026 Predictions 37:20 Fail Of The Week: The Nike Exploiter
00:00 Introduction 02:00 Blueprint to $1 million Portfolio 19:20 Waymo Causes Roadblock 23:32 Fail Of The Week: losing Everything
00:00 Overview 02:46 Paramount Was Denied 19:45 Tom Lee Is Bearish 21:17 Mark Mahaney on Google In 2026 24:11 Netflix Is Now In Podcasts 25:38 Fail Of The Week: Director Tricks Netflix
00:00 Overview 03:00 2025 picks 05:00 Amazon 09:00 Bristol Myers Squibb 11:00 Comcast 14:00 Exxon Mobile 15:00 Fairfax Financial 16:50 Flutter Entertainment 18:33 Madison Square Garden 21:04 Visa 22:57 SL Green Realty 24:34 Disney 26:21 Disney Deal with OpenAI 32:00 Google Goes After Zillow 35:00 Fail Of The Week: Elizabeth Warren
00:00 Overview 02:00 Netflix Is Dead Money 04:00 Outline Of My Buy Strategy 08:00 Why Netflix Wins In Every Case 24:30 Waymo Reaches 450,000 Rides Per Week 29:00 Investors Are Turning Away From AI Stocks
00:00 Overview 03:00 Mastercard 08:00 Meta 10:24 Adobe 14:20 Amazon 15:02 Duolingo 17:03 Nvidia 18:25 Salesforce 19:25 Google 21:05 Microsoft 21:25 Uber 22:50 Netflix 26:00 Tesla 28:10 Palantir 29:50 ASML 31:30 Paramount Hostile Bid 40:50 Fail Of The Week: Waymo vs Kitkat
What does this mean? We review it in this episode.
00:00 Introduction 03:00 OpenAI Sam Altman Declares Code Red 12:45 Google Servers In Space 15:03 Waymo Is Changing Health Care 23:32 Netflix Buying Warner Media 26:25 Fail Of The Week: Waymo
00:00 Introduction 03:16 My Biggest Buy (Mastercard) 15:30 Google VS Nvidia 25:00 Stranger Things Premiere 26:52 Fail Of The Week: Gene Munster Google Take
00:00 Introduction 02:00 Ray Dalio & Michael Burry Bubble Talk 18:29 Google Stock Goes Up 6% 23:28 I Bought More Mastercard & Sold Booking Holdings 18:17 My Favorite Things
00:00 Introduction 02:50 Google Hits $300 08:00 Why Mastercard Is Misunderstood 22:23 Nvidia Earnings 26:50 Win Of The Week
Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.
00:00 Amazon Catalysts 13:00 5 Stocks Worth Considering 30:03 Tom Lee & Dan Ives On Market Sell Off 33:38 Netflix Party games 35:12 Fail Of The Week: Michael Saylor
00:00 Michael Burry Short Position 26:59 Mark Mahaney Top 3 Stock Picks 35:43 Waymo Expands To Freeway 37:30 Fail Of The Week - Admitting Your Fraud
00:00 Overview 03:00 Don't Miss The Opportunity 18:20 Visa & Mastercard Settle 22:50 $2,000 Dividend Stimulus 25:19 Gene Munster Apple Call 28:00 Dan Ives Meta Table Pounder 29:20 Mark Mahaney on Duolingo & Uber 32:50 Fail Of The Week - Employees Harass HR
00:00 Overview 04:00 Duolingo Reaction 36:00 Google TPU Advancement 38:00 Fail Of The Week Chipotle
00:00 Introduction 03:04 Meta's Issue with Capex 08:35 Salesforce & Adobe Fundamentals vs Sentiment 12:00 S&P Global & Equifax Catalysts Ahead 15:36 Netflix's Underappreciated Financial Strength 22:29 Uber CEO On It's Future 26:00 Amazon Sues Perplexity
00:00 Overview 02:00 Palantir 06:00 Shopify 08:30 Uber 13:50 Spotify 15:57 AMD 17:34 FICO 18:15 Duolingo 26:40 Texas Roadhouse 28:55 Tom Lee Case For The Bull Market 32:54 Amazon OpenAI Deal 34:07 Fail Of The Week: Sam Altman
Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.
Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.
00:00 Overview 01:44 Netflix Earnings 08:00 Tesla Earnings 13:45 Amazon Replacing 600,000 Jobs 22:40 Fail Of The Week: NBA Coach Bets His Life