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@joecarlsonshow Avatar @joecarlsonshow Joseph Carlson

Joseph Carlson, a well-known investor and analyst, has been actively sharing his insights on various stocks, including his top holdings such as Google, Netflix, Amazon, and Microsoft. He has expressed his confidence in Google, stating it's a "full-stack AI monopoly" and a $XXX stock, after Alphabet's Q3 earnings report beat expectations. Carlson has also discussed other companies, including Duolingo, Palantir, and Meta, sharing his thoughts on their performance and potential.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence technology brands XXXXX% stocks #6047 finance XXXXX% social networks XXXX% automotive brands XXXX% countries XXXX%

Social topic influence warner bros #191, $googl #2014, money #4313, youtube 5.56%, $ma #73, if you 4.17%, ai 4.17%, tesla 4.17%, microsoft 4.17%, $uber XXXX%

Top accounts mentioned or mentioned by @sickofmedia44 @keokanden @mrchoudhury @couch_investor @loveallaroundu @realroseceline @remindme_ofthis @grok @gt97322191 @dreamd0nt @nikoliasgoninus @carsontalkmoney @p_earns24 @therealbirnbaum @anon7587 @tilmancompounds @meihi3m @matthewstoller @flankspeed_ @nedelcu1_stefan

Top assets mentioned Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) Kroger Co (KR)

Top Social Posts

Top posts by engagements in the last XX hours

"Excellent job Lina Khan you successfully destroyed iRobot a company that Amazon wanted to purchase but you blocked it for fear of a creating some kind of robot vacuum monopoly. Now which companies are winning Well of course Roborock a Chinese robot vacuum company that's flooded the US market and has better infrastructure and development. Another example of our own government destroying our own companies for the benefit of foreign competitors"
X Link 2025-10-27T18:14Z 98K followers, 1.5M engagements

"What are your top X holdings"
X Link 2025-12-03T15:28Z 98K followers, 291.6K engagements

"Michael Burry should not do podcasts. Part of what has kept him in the category of a mythical person is that he was presented by an amazing actor in an iconic movie and then he never did a public appearance ever since. By breaking the fourth wall and doing a podcast he removes some of the ethos and mystery behind his name. He comes across more as just another guy making calls like anyone else. If I was his PR guy I would tell him to never do an appearance again and keep communicating through ominous tweets"
X Link 2025-12-05T00:01Z 98K followers, 269.3K engagements

"The same people that complained about the frustration about having to have X streaming services are now trying to argue that reducing that number to X is a monopoly and can't be passed by regulators. The combination of Netflix + HBO Max equals a combined X% of streaming TV watch time. YouTube ALONE has XX% of streaming TV time. Netflix + HBO would still be below YouTube levels of TV streaming. There is a reason Netflix agreed to a $XXX billion breakup fee"
X Link 2025-12-05T18:31Z 98K followers, 25.8K engagements

"It doesnt matter if actors dont like it. It doesnt matter if writers dont like it. It doesnt matter if liberal or conservative politicians cry and whine about it. It doesnt matter how much Elizabeth Warren shrieks about it. It doesnt matter if you personally think its a good or bad thing. This is America. Transactions arent decided by public outrage or popular vote. Theyre decided by two parties who willingly agree and as long as the deal is legal. The only thing that matters to regulators if Netflix can buy Warner Bros is if it creates a monopoly which it clearly does not. Even at the"
X Link 2025-12-06T15:29Z 98K followers, 36.5K engagements

"It's absolutely crazy that Google went from the company that was in so much trouble legendary tech investors like Coatue didn't even include it on their "Fantastic 40" list of AI leaders. Just months ago it was being compared to eBay. Now Google is single-handedly pressuring Nvidia into a media tour defending their GPU's against Google's TPUs and forcing Sam Altman to put out company-wide 'Code Red' alerts about the threat of Gemini to ChatGpt. This is the biggest turnaround story of sentiment in 2025 by far. And the entire time this happened Google always put up great numbers every single"
X Link 2025-12-03T00:50Z 98K followers, 73.1K engagements

"So if paramount wins Larry Ellison and his son will control TikTok Warner bros studios Paramount Pictures studio CBS CNN all of HBO and Paramount plus streaming library. They would also control almost every major cable channel. They would have distribution that is possibly even greater than Disney. No wonder Netflix doesnt want them to have Warner bros"
X Link 2025-12-08T15:52Z 98K followers, 1.1M engagements

"The idea that YouTube is not a competitor to Netflix is absurd. Yet that's the talking point people have suddenly shifted to now that Netflix wants to buy Warner Bros. Here is a chart from Netflix Q4 2023 earnings report long before they thought about buying Warner Bros. Notice how even years ago Netflix included YouTube in it's "share of viewing" chart Netflix is not suddenly treating YouTube as a competitor for the sake of regulatory pass-through. They're considering YouTube a threat to their business because YouTube is actually a threat to their business. For literally years Netflix has"
X Link 2025-12-09T21:51Z 98K followers, 64.4K engagements

"What stock are you buying the most this week"
X Link 2025-10-01T13:11Z 98K followers, 69.9K engagements

"Incredible to see. Now at $27000 in gains on this one"
X Link 2025-10-02T22:52Z 98K followers, 40.5K engagements

"If you invest in: - Uber - Tesla - Nvidia - AMD - Palantir - Etc I don't own any of these amazing companies and even so I hope you all make a ton of money in them. Investing is not a zero-sum game. In most cases the market is big enough to support many winners (and that's best for customers). Rooting for stocks you don't own to lose is loser behavior. The only companies I have actively hoped for their loss are ones I consider total scams (like Nikola)"
X Link 2025-10-17T16:37Z 98K followers, 110.5K engagements

"I ranked the moat status of my own companies. Do you think it's accurate"
X Link 2025-11-19T00:00Z 98K followers, 176.8K engagements

"Is it time to buy Uber Bill Ackman is in it with XX% of his portfolio. Even as Waymo grows Uber's volume difference is insane and there's strong secular trends in their favor. I haven't felt a need for this one in the portfolio yet. But if they successfully get critical mass of AV's integrated into their network this one will have a long path of profitable growth"
X Link 2025-11-21T18:58Z 98K followers, 108.3K engagements

"I plan on discussing more in a future episode. Booking holdings is an incredibly strong profitable and structurally well positioned company. I do not believe anything game changing is happening any time soon. The sell was primarily to raise capital for my top positions which I just like a bit more from a defensive standpoint. I am slightly worried long term about how hard Google is pushing into the top of the funnel on vacation planning and integrating that into their own flow that may shift booking holdings positioning a little. But I think they will be fine regardless. Im looking at"
X Link 2025-11-22T19:44Z 98K followers, 8021 engagements

"I bought a bunch of ASML this year and made $30000 on it so far or about +50%"
X Link 2025-11-26T16:47Z 97.9K followers, 45.4K engagements

"ASML is up +56% this year. That beats Nvidia Meta Microsoft Amazon Tesla. JP Morgan just raised their price target on it again. What a great stock. I continue to hold this one as a large position"
X Link 2025-12-01T19:49Z 97.9K followers, 42.5K engagements

"Some advice to other content creators/YouTubers. I didn't post on this channel for XX days. I have had some family health issues with my extended family which has impacted my upload schedule a lot. I just posted a new episode XX minutes ago and it's trending the exact same as any episode before it. Don't have anxiety that you have to post every X days or you will lose your audience. YouTube does not penalize you for taking a break. Take a break when necessary. Spend time with family. It's worth it"
X Link 2025-12-01T21:07Z 97.9K followers, 58.5K engagements

"New Episode: I Just Bought $77000 Of This Stock 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"
X Link 2025-12-01T21:18Z 98K followers, 61.4K engagements

"My YouTube Recap gave me this award"
X Link 2025-12-03T16:48Z 97.9K followers, 22.9K engagements

"@matthewstoller Beating competition is not illegal. Buying companies is not illegal. Having a monopoly is illegal. Netflix does not have a monopoly on TV watch time or the box office if they buy Warner. You didn't refute a single point I made. Instead you just name-called. Try again"
X Link 2025-12-08T02:21Z 98K followers, 17K engagements

"What's a stock you think would go well in my portfolio that I'm missing out on right now. I'm open to suggestions"
X Link 2025-07-01T23:44Z 98K followers, 165.9K engagements

"My top X holdings: Google - The full-stack AI monopoly Netflix - The distributor of global entertainment Amazon - The logistics powerhouse S&P Global - The markets company Microsoft - The world's AI toolbox"
X Link 2025-10-20T23:06Z 98K followers, 70.5K engagements

"If you buy a $500k home on a XX year XXX% mortgage. You pay: $500k for the home $XXXX million in interest $XXXX million in total Also when you finally own your home it will be at least XX years old"
X Link 2025-11-11T03:28Z 98K followers, 143.9K engagements

"What is more likely to be disrupted"
X Link 2025-12-03T02:54Z 98K followers, 34.4K engagements

"New Episode: Google Is Making Everyone Worried 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"
X Link 2025-12-03T22:09Z 98K followers, 24.3K engagements

"Netflix domination continues. Ill be going over all of it in a new episode today. $NFLX"
X Link 2025-12-05T14:19Z 98K followers, 50.8K engagements

"Netflix found a way to buy all the good stuff from Warner Bos. The production Studios the epic movie franchise all the boutique high-end HBO series without any of the legacy cable-discovery assets. It's really incredible how management has executed on this company. $NFLX"
X Link 2025-12-05T18:03Z 98K followers, 49.4K engagements

"The more I read about the Netflix & Warner Bros purchase the more I believe it will go through. 1) Disney purchased Fox and they have more total TV watchtime than Netflix + Warner bros. 2) Netflix + Warner Bros is still less TV watch time than YouTube in the US 3) Paramount is a major movie studio and would lead to more firings if they purchased Warner Bros than Netflix 4) Ted Sarandos actually has become friendly to Trump he has had dinners with him where they shared their love for movies - Trump has never publicly criticized him 5) Paramount funding sources are non-American. They want to"
X Link 2025-12-07T19:00Z 98K followers, 127.8K engagements

"@matthewstoller You're going to reference Kroger and Albertson but not mention Disney buying Fox or Microsoft buying Bethesda. Those deals were more similar deals than the one you referenced but the difference is they closed. So it makes sense you skipped over them jumping to retail chains"
X Link 2025-12-08T02:40Z 98K followers, 1855 engagements

"Warner bros did entertain this offer. They felt it was safer to have a financially stable $400b market cap company purchase them over a $15b one funded in part by foreign sources like Saudis and Tencent. They also thought there was actually less overlap with Netflix as they dont have a box office business but Paramount Pictures competes directly with Warner Studios. This is virtually the same offer Warner executives rejected just a week ago"
X Link 2025-12-08T15:56Z 98K followers, 44.4K engagements

"Even Tom Rogers who has been right on this stuff all along says that there will be dramatically more cost-cutting and job loss if paramount buys Warner bros than Netflix because Paramount already has a similar movie studio"
X Link 2025-12-09T15:24Z 98K followers, 18.8K engagements

"Hey it's me. I'm from a few years in the future. People are now talking about how they wish they had purchased more Google below $XXX. I came back in time to tell you"
X Link 2025-10-06T19:09Z 98K followers, 240.3K engagements

"I just recently sold a stock (Booking Holdings) for a $15000 gain to further concentrate into top position (mostly Mastercard) That's a total of XX holdings I have had this year XX of which are doing well. X doing poorly. I have a total of $377000 in unrealized gains and another $117000 in booked gains. Only a loser will try to portray someone as a bad stock picker because X out of XX current holdings did poorly. But yet losers exist on this app. If I did what most people do and never share my portfolio at all I wouldn't have to deal with them. But I feel it's more important to be"
X Link 2025-11-22T19:30Z 98K followers, 198.9K engagements

"My Top Positions: - Mastercard - Google - Amazon - S&P Global - Netflix These X companies make up over half my $XXX million portfolio"
X Link 2025-11-24T21:40Z 98K followers, 95.3K engagements

"You have got to be kidding me"
X Link 2025-11-24T22:37Z 98K followers, 323.9K engagements

"My Top X Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots"
X Link 2025-12-03T18:47Z 98K followers, 173K engagements

"I have gained a unique audience. One where the vast majority is extremely smart with their money they invest well into great profitable companies the "risk" they take is investing in companies that are slightly more volatile or paying a slightly too high PE. Overall my audience makes a lot of money. Then I take a look at Caleb Hammer's channel and it highlights what a LOT of people are actually like. They're completely idiotic with their money to the point where they're actively destroying their chances of wealth. The self-inflicted wounds people do to their finances are deep. So we can argue"
X Link 2025-12-04T18:15Z 98K followers, 50.3K engagements

"SaaS isn't dead after all"
X Link 2025-12-05T18:35Z 98K followers, 52.9K engagements

"This is how I view this happening: Larry Ellison (40% owner of Oracle worth hundreds of billions) = good friend to Trump David Ellison = Larry's kid that is given infinite money from dad David Ellison has decided in the past XX years he wants to play mr monopoly man with dads money in the media sector. After all what's a more fun sector to go into So he takes dads money buys sky dance then takes more of dads money buys Paramount. Now he wants to take even more of dads money plus some outside money from a slew of Saudi funds to buy Warner Bros. To David it's like collecting pokemon cards. He's"
X Link 2025-12-05T19:20Z 98K followers, 153.4K engagements

"Netflix Buys Warner Bros"
X Link 2025-12-05T19:41Z 98K followers, 18.1K engagements

"I was more confident that Netflix could buy Warner before it surfaced that Jared Kushner was an investor in the Paramount deal. I don't know how to read that any other way than it's bearish for Netflix's chances"
X Link 2025-12-08T16:38Z 98K followers, 58K engagements

"6000 likes on a post that's totally false Warner Bros only get the $XXX billion if the Netflix deal is halted because of regulation. If Warner Bros shops the deal and sells the assets to Paramount they have to pay Netflix $XXX billion"
X Link 2025-12-08T19:33Z 98K followers, 62.2K engagements

"Netflix says Paramount's hostile bid was expected. "Today's move was entirely expected" "We have a deal done and we are incredibly happy with the deal. We're super confident we're going to get it across." - Ted Sarandos"
X Link 2025-12-08T20:12Z 98K followers, 70.7K engagements

"If Netflix buys Warner Bros. Warner Bros and Paramount pictures will still exist and compete. If Paramount buys Warner Bros. The same company will own two studios which will combine to one studio then they will cost costs to pay down their huge debt. Ultimately leading to one fewer iconic studio. It is better for competition for Netflix to buy Warner Bros than Paramount"
X Link 2025-12-09T15:19Z 98K followers, 86.6K engagements

"Netflix CEO explains in X sentences why regulators should approve their deal"
X Link 2025-12-09T18:05Z 98K followers, 639.6K engagements

"We've officially made it onto the Brett Cooper show"
X Link 2025-12-09T18:37Z 98K followers, 36.1K engagements

"This is what the Robotaxi battle looks like between Waymo Tesla and Zoox so far. This is based of public mentions of fully autonomous rides with no employees in the vehicles"
X Link 2025-12-10T16:35Z 98K followers, 135.5K engagements

"My next prediction: David Ellison is used to being able to buy whatever he wants. He's been able to do so his entire life. He hates that Netflix got this deal over him. He will go back to dad and dip into the family trust for more money he will then turn-around and make a much higher bid for Warner Bros something like $3-5 more per share than the previous. Let's wait and see"
X Link 2025-12-10T20:19Z 98K followers, 72.4K engagements

"Full Episode: My logic for buying Netflix stock here 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 450000 Rides Per Week 29:00 Investors Are Turning Away From AI Stocks"
X Link 2025-12-10T20:51Z 98K followers, 36.7K engagements

"I am about flat on this one now. What do you recommend I do with it"
X Link 2025-12-11T19:23Z 98K followers, 73.6K engagements