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@joecarlsonshow Joseph Carlson

Joseph Carlson posts on X about $googl, tesla, asml, eps the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

• X Week XXXXXXXXX +25%
• X Month XXXXXXXXX +6.90%
• X Months XXXXXXXXXX +7.90%
• X Year XXXXXXXXXX +218%

Mentions: XX #

• X Week XX +16%
• X Month XXX +17%
• X Months XXX +70%
• X Year XXXXX +110%

Followers: XXXXXX #

• X Week XXXXXX +1.10%
• X Month XXXXXX +6.30%
• X Months XXXXXX +37%
• X Year XXXXXX +83%

CreatorRank: XXXXXX #

Social Influence #

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Social category influence stocks #627 technology brands #3419 finance #1632 automotive brands #874 social networks XXXX% celebrities XXXX%

Social topic influence $googl #66, tesla #102, asml #7, eps #28, youtube 3.54%, costco 3.54%, cash flow #36, humanoid #24, $bkng 1.77%, stocks #200

Top accounts mentioned or mentioned by @icy_911 @apestrong1122 @apollo_21mil @itsamekaaay @p_earns24 @longoption @gorter_sander @byte8alchemist @grok @diabito344925 @assetinvestorr @vanazadian @phantombasix0 @doodlestein @nikoliasgoninus @nguyent75 @francescom36174 @paleroukos @awnihamad @jbulltard1

Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST) Booking Holdings Inc (BKNG) Microsoft Corp. (MSFT) Intuit Inc. (INTU) Spotify Technology (SPOT) Shopify Inc (SHOP) Netflix Inc (NFLX) CoStar Group, Inc. (CSGP)

Top Social Posts #

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Top posts by engagements in the last XX hours

"When I ask ChatGPT what the weakest holding in my portfolio is it says Booking Holdings. What do you think of this take"
@joecarlsonshow on X 2025-07-20 18:01:28 UTC 79K followers, 33.2K engagements

"@awnihamad Youre in a bubble on this site so you interpreted any non-bullish sentiment as bias. Im one of the few that views it like a stock and not as a sports team or group identity. I owned Tesla stock in 2020 and would happily own it again under the right condition"
@joecarlsonshow on X 2025-07-21 19:46:40 UTC 78.9K followers, 1389 engagements

"A crazy stat one of my followers pointed out is that Booking Holdings $BKNG was profitable in 2020 and every trailing twelve-month period through the pandemic. Their margins are so high and cost control is so good they turned a profit during a literal pandemic"
@joecarlsonshow on X 2025-04-29 00:13:47 UTC 78.9K followers, 25.8K engagements

"Based on this move alone Dev Kantesarias entire portfolio is down -X% just today not including the moves from any other holding or any other day"
@joecarlsonshow on X 2025-05-21 20:02:41 UTC 78.9K followers, 53.9K engagements

"The amount of random crap thats pumping double digit percent in this market is starting to make me nervous"
@joecarlsonshow on X 2025-07-23 16:08:41 UTC 79K followers, 96.5K engagements

"If you think Google is not getting a fair bid just look at Salesforce and Adobe these two companies are being left for dead by the market. Nobody wants to own them"
@joecarlsonshow on X 2025-06-21 16:28:23 UTC 78.8K followers, 113.3K engagements

"You hear loudly about every single challenger to Google search and AI. They occupy the news day in and day out. What you dont hear about every day is the new customers and volume growth of Google Cloud and the millions of videos being uploaded YouTube the millions of people signing up for YouTube premium. And how YouTube is taking over the TV. If you arent careful you could forget Google even owns this stuff"
@joecarlsonshow on X 2025-07-09 20:12:13 UTC 79K followers, 53.8K engagements

"My prediction on Tesla: If the numbers are good they will talk about the numbers. If the numbers are bad they will say that the numbers dont matter and all that matters is robotaxi humanoid robots and what Elon says on the call. Its the same recipe every time with Tesla: the numbers are only important if theyre good"
@joecarlsonshow on X 2025-07-21 19:39:28 UTC 79K followers, 37.4K engagements

"So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Each one has beat earnings and raised or reaffirmed full year guidance"
@joecarlsonshow on X 2025-07-22 15:08:53 UTC 79K followers, 149.2K engagements

"In all honesty this is an extremely solid report from Google. Investors should be happy with what they're seeing. I'll have a lot to say about it tomorrow"
@joecarlsonshow on X 2025-07-23 20:21:53 UTC 79K followers, 64.6K engagements

"Tesla misses on the earnings and revenue which means the stock should go up"
@joecarlsonshow on X 2025-07-23 20:13:50 UTC 79K followers, 75K engagements

"Google could have purchased 16000 Waymos at $150000 a piece for the price they paid for this. Google makes $XXX billion in net income every X days"
@joecarlsonshow on X 2025-07-12 15:56:09 UTC 79K followers, 62.7K engagements

"Each of these stocks has beat on the top and bottom line: - Netflix - ASML - Equifax - Google They are compounding machines all of them growing earnings and revenue year after year. Next big one is Amazon"
@joecarlsonshow on X 2025-07-23 23:46:48 UTC 79K followers, 27.2K engagements

"Before you debate what will happen to search. Just realize that Google Cloud and YouTube alone will fully justify Googles total market cap in X years"
@joecarlsonshow on X 2025-07-19 18:20:04 UTC 79K followers, 80.7K engagements

"The bears are giving up on Google. The ChatGPT disruption narrative is dying before your eyes. Quarter after quarter of double-digit search revenue growth and increasing search query volume is beating down the bears. The people that go on podcasts continually talking about how their nephew only uses ChatGPT are now being viewed as useless anecdotes. In the end data always wins"
@joecarlsonshow on X 2025-07-23 21:39:51 UTC 79K followers, 60.3K engagements

"Tucker Carlson interviewed Trevor Milton a convicted corporate fraudster and let him spew his lies for over an hour with no pushback by Tucker. The short seller that exposed Nikola and Trevor Milton for being frauds responds to the interview here"
@joecarlsonshow on X 2025-07-24 13:26:50 UTC 79K followers, 25.5K engagements

"Costco up +3.5% on a red day while sporting a XX PE ratio"
@joecarlsonshow on X 2025-05-30 17:00:07 UTC 78.5K followers, 45.9K engagements

"@jbulltard1 Texas Roadhouse has higher operating margins than Tesla so going into restaurants should be looked at as a positive development"
@joecarlsonshow on X 2025-07-21 19:54:14 UTC 79K followers, 3431 engagements

""Search delivered double-digit revenue growth" - Sundar"
@joecarlsonshow on X 2025-07-23 20:09:19 UTC 79K followers, 24.7K engagements

"Netflix earnings this week. This will be the second quarter that they don't report subscriber numbers. Netflix is doing a solid $7+ billion in free cash flow each year with almost no stock based comp. They are now a buyback machine. In the past XX months they repurchased $XXX billion worth of shares. Currently the largest holding in my portfolio"
@joecarlsonshow on X 2025-07-15 19:39:15 UTC 79K followers, 41.2K engagements

"The Joseph Mag 7: - Costco - Microsoft - Netflix - Amazon - S&P Global - Intuit - Google Thats the list. Ill let you know if it changes"
@joecarlsonshow on X 2025-06-24 22:43:14 UTC 78.8K followers, 92.6K engagements

"@TimothyBuffett Spotify Booking Holdings ASML Shopify all great non US companies. Im in a lot of them. But theres so many more in the US currently"
@joecarlsonshow on X 2025-04-30 22:15:33 UTC 78.8K followers, 2120 engagements

"This is what ASML earnings look like over the past X years"
@joecarlsonshow on X 2025-07-21 21:56:13 UTC 79K followers, 61.8K engagements

"So far every holding of mine has dropped after earnings: Netflix: -X% ASML: -X% Equifax: -X% Off to a terrible start this earnings season"
@joecarlsonshow on X 2025-07-22 15:07:52 UTC 78.9K followers, 1656 engagements

"Google should trade at a XX fwd PE. That would give XX% upside in the stock on multiple expansion alone. Thats $XXX price. It deserves to be there"
@joecarlsonshow on X 2025-07-24 13:48:05 UTC 79K followers, 77.4K engagements

"Just to get this straight Google once again just like last time crushed their EPS and Revenue estimates. Search once again grew double digits. Cloud accelerated growth to XX% The stock is down after hours. You can't make this up"
@joecarlsonshow on X 2025-07-23 20:13:10 UTC 79K followers, 179K engagements

"I bet you everyone is no longer using google search in the same way everyone cancelled their netflix in 2022 and how everyone left Amazon to shop on Teemu and how everyone left Facebook and Instagram and moved to TikTok"
@joecarlsonshow on X 2025-03-13 18:45:25 UTC 79K followers, 55.1K engagements

"Investors will eventually realize Amazon is the best humanoid robot play not Tesla"
@joecarlsonshow on X 2025-07-24 14:20:54 UTC 79K followers, 105.4K 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"
@joecarlsonshow on X 2025-07-01 23:44:10 UTC 79K followers, 165.3K engagements

"$NFLX Q2 earnings. They beat on EPS and Revenue generated $XXX billion in free cash flow in the quarter they're raised revenue guidance to grow XXXX% revenue in Q3. They do not say subscriber numbers but they're seeing "continued growth in members". First impressions is a solid report"
@joecarlsonshow on X 2025-07-17 20:06:36 UTC 79K followers, 40.5K engagements

"Alphabet Q2 Earnings $GOOGL $GOOG ✅ Crushed Earnings which means shares should fall. EPS: $XXXX (vs. $XXXX est.) Revenue: $96.43B (vs. $93.94B est.) Google Cloud Revenue: $13.62B Advertising Revenue: $71.34B Search Revenue: $54.19B Operating Margin: XX% Net Income: $28.2B"
@joecarlsonshow on X 2025-07-23 20:04:50 UTC 79K followers, 239.5K engagements

"@buccocapital Its a pretty good quarterly free cash flow number if youre Texas Roadhouse"
@joecarlsonshow on X 2025-07-23 20:29:28 UTC 79K followers, 14.1K engagements

"Booking Holdings $BKNG beat estimates on Revenue EPS Gross Bookings Adjusted EBITDA Adjusted EPS and Room Night Sold Estimates. But the stock is down like X% right now. I'm not sure what investors wanted to see but so far things look good to me"
@joecarlsonshow on X 2025-04-29 20:05:54 UTC 78.8K followers, 49.9K engagements

"FICO down -XX% because the FHFA director will allow lenders to use VantageScore (competitor to FICO). Equifax co-owns VantageScore alongside Experian and TransUnion. So if VantageScore is able to take market share from FICO that's a positive for Equifax. This could also allow Equifax to better bundle their scores with their other data packages (if their scores become more used and better known brand). Overall this is negative for FICO positive for Equifax deciding to what extent is the tough part"
@joecarlsonshow on X 2025-07-08 17:11:09 UTC 79K followers, 48.1K engagements

"Google raised capex guidance because of growing cloud demand. This is like investors selling out of your food joint because you have so much demand you want to open up more restaurants"
@joecarlsonshow on X 2025-07-23 20:25:52 UTC 79K followers, 48.8K engagements

"Numbers are bad Thats when we pull out the Tesla will be worth more than the X next biggest companies combined Numbers are bad Thats when we pull out the we cant see competition with a telescope Companies like Costco post good numbers so the CEO doesnt have to work overtime to pump the stock on the earnings call"
@joecarlsonshow on X 2025-07-21 19:44:59 UTC 79K followers, 14.3K engagements

"Amazon runs a full scale robotics development and manufacturing plant that manufactured the majority of their X million robots already in their warehouse. They will likely take the same approach of doing small acquisitions for technology but mostly in house development and manufacturing"
@joecarlsonshow on X 2025-07-24 20:21:42 UTC 79K followers, 1906 engagements

"Palantir is now at 110x revenue. If you didnt buy it when it was below 100x sales you completely missed the dip. I doubt we ever see it that cheap again"
@joecarlsonshow on X 2025-07-17 05:55:43 UTC 79K followers, 101.9K engagements

"What is your biggest "buy and hold for life" stock"
@joecarlsonshow on X 2024-10-10 22:13:36 UTC 78.4K followers, 255.8K engagements

"What stocks are you researching this weekend"
@joecarlsonshow on X 2025-07-04 15:05:16 UTC 78.9K followers, 67.2K engagements

"Costar Group $CSGP has grown for XX consecutive quarters above double digits. That's partly due to their XX% retention rate on subscriptions. That is the same retention rate Costco has. The stock is up +300% in the past ten years but flat since 2020. Now some super investors are starting to add it to their portfolios this most recent quarter"
@joecarlsonshow on X 2025-02-18 02:08:46 UTC 78.5K followers, 38.5K engagements

"Netflix had an excellent earnings report with accelerating revenue expanding margins growing free cash flow and continued growth in membership. The stock will be much higher in five years than it is today"
@joecarlsonshow on X 2025-07-18 15:35:34 UTC 79K followers, 31.5K engagements

"I don't own it but MSCI is also down -X% after earnings. We have ourselves a good old fashioned high-quality sell-off"
@joecarlsonshow on X 2025-07-22 17:09:26 UTC 79K followers, 24K engagements

"The term "compounder" is thrown around a lot. But what does it mean I learned from the investing philosophies of Buffett Munger and others to boil down what I believe is the best overview of what a Compounding Machine actually is and how to invest in them. These X slides go over my Investing Philosophy"
@joecarlsonshow on X 2024-07-27 16:19:20 UTC 79K followers, 790.4K engagements

"What do you think is the stock that follows my investing philosophy the best that I dont currently own"
@joecarlsonshow on X 2024-12-27 19:01:55 UTC 78.4K followers, 39.8K engagements

"Salesforce would have a XXX Trillion market cap if it traded at the same valuation as Palantir"
@joecarlsonshow on X 2025-07-17 18:54:03 UTC 79K followers, 25K engagements

"Best golfer in the world says no amount of professional success is anywhere as satisfying as having good family relationships. He firmly puts golf below his family and hes still the best at golf. Thats a true inspiration"
@joecarlsonshow on X 2025-07-15 22:16:52 UTC 78.8K followers, 54.5K engagements

"An interesting read if you want to know the lore of Bill Ackman"
@joecarlsonshow on X 2025-07-13 16:54:13 UTC 79K followers, 46.4K engagements

"Netflix being up +44% YTD then trading flat after earnings is a win. If you expected it to rocket up after a solid report you're being super greedy"
@joecarlsonshow on X 2025-07-17 23:27:39 UTC 79K followers, 33.4K engagements

"This is not rage-bait. The reason I post stuff like this is so that eventually when it does happen I can re-tweet it people can see that I arrived at the correct conclusion long before it was consensus and that builds credibility. Amazon is a far better positioned company for humanoid robots than Tesla. They already have extensive experience with over X million robots in various form factors working in their warehouses. They have more cash flow and economics to fund future development of robots. They have XXX million employees that can be automated from robots as opposed to Tesla's 130000."
@joecarlsonshow on X 2025-07-24 14:43:42 UTC 79K followers, 4467 engagements

"I present Google's dying search business:"
@joecarlsonshow on X 2025-07-24 02:11:28 UTC 79K followers, 382.4K engagements

"Benioff needs to take lessons from Karp on how to pump this dead stock"
@joecarlsonshow on X 2025-07-17 18:54:54 UTC 79K followers, 10.1K engagements

"I asked it if its really weaker than Texas Roadhouse and it says while Texas Roadhouse may appear weaker at first with lower margins and higher labor costs its a more predictable business and less at risk of technological disruption. (Agents cant ever replace Texas Roadhouse)"
@joecarlsonshow on X 2025-07-20 18:04:50 UTC 79K followers, 17.3K engagements

"Lashing out unprofessional unnecessarily rude (to one of his biggest cheerleaders). What is the purpose of this"
@joecarlsonshow on X 2025-07-08 16:40:46 UTC 79K followers, 195.4K engagements

"Booking Holdings commentary summary on travel demand (src qualtrim) "Global leisure travel demand remains stable at the start of Q2" Isn't that a bit different than what the media has been telling you for the past month"
@joecarlsonshow on X 2025-04-29 22:30:11 UTC 78.8K followers, 18.8K engagements

"Simple prediction on Google: investors that are bullish will likely be disappointed in price action after earnings. The stock is up XX% in the last month double the market. The stock is now flat year to date erasing prior losses. If we get a decent earnings and no big drop in price that should be a win for now. I hope Im wrong and the stock rockers 10%. 🤷♂"
@joecarlsonshow on X 2025-07-21 20:02:23 UTC 79K followers, 42.5K engagements

"Google will probably post huge profits solid top line growth high margins commentary on their aggressive expansion in AI and the stock will still trade down due to some reason like cloud came in a tenth of a percent less than expected or something"
@joecarlsonshow on X 2025-07-18 21:49:18 UTC 79K followers, 75.2K engagements

"The most important thing in investing is buying companies you believe can sustainably grow earnings for long durations of time and selling them when you no longer believe they can. Everything else is a tactic or strategy to get to this end goal. Theres so much noise online that makes this more difficult than needs be. If your portfolio is growing aggregate EPS (or you can substitute for FCF/Share) at a faster and more consistent pace than the market you will beat the market over long stretches of time"
@joecarlsonshow on X 2025-07-21 20:24:49 UTC 79K followers, 34.8K engagements

"People say I hate on Tesla. So here is something I can say positive about it. I like the design of Teslas a lot especially model S. I like the refresh designs as well. I would probably get one if I had a X car garage but I wont park cars outside the garage during winter. Ill probably own a Tesla at some point in the future"
@joecarlsonshow on X 2025-07-21 21:10:00 UTC 79K followers, 25.2K engagements

"The fastest growing robotaxi network with no drivers assistants in the passenger seats Google Cloud growing XX% YouTube growing largest share of TV watch time Google search is growing in volume and revenue. Google trades at a XX PE"
@joecarlsonshow on X 2025-07-15 17:22:46 UTC 79K followers, 129.3K engagements

"How do I come to this conclusion YouTube is growing by XX% (just ads not including YouTube premium which is huge) and has more TV watch time than literally anything else and its gaining market share. Netflix internal management estimated a valuation of a trillion by 2031 (which is reasonable) and we have many reasons YouTube will be worth more. Google Cloud is bigger than YouTube growing much faster and likely has higher margins. So if YouTube is worth a trillion in 2031 cloud should be worth as much or more. Now would Google be a good investment if search literally went to zero Probably not."
@joecarlsonshow on X 2025-07-20 02:43:29 UTC 79K followers, 19.3K engagements