[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence technology brands #2705 stocks XXXXX% finance #524 social networks XXX% automotive brands XXXX% countries XXXX%

Social topic influence warner bros #263, money 8.7%, bros #684, $googl #2253, $ma #30, youtube 4.35%, if you 2.9%, gain 2.9%, future 2.9%, asml XXX%

Top accounts mentioned or mentioned by @sickofmedia44 @mrchoudhury @keokanden @gt97322191 @loveallaroundu @dreamd0nt @couch_investor @akumunokokoro @psichico_ @p_earns24 @realroseceline @anon7587 @matthewstoller @snerd2448253 @hastherinvests @ajbutton2 @0xaxinn @flevios88 @alphamonk10 @saasy_cto

Top assets mentioned Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Kroger Co (KR) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST)

Top Social Posts

Top posts by engagements in the last XX hours

"Palantir valuation vs other companies"
X Link 2025-11-03T16:38Z 98.1K followers, 373.4K 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 98.1K followers, 143.9K 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 98.1K followers, 198.9K 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 98.1K followers, 8022 engagements

"ASML is up a nice +43% this year. When I was doing research on the semi/chip industry I looked at which companies had the widest moat. One thing that stuck out to me is that about XX% of Nvidia's revenue comes from Meta Google Amazon and Microsoft alone. That's a lot of revenue from just X customers. But it's also true that ASML has the same issue with revenue concentration with a few customers as well (TSMC Samsung and Intel). ASML's revenue concentration is even higher than Nvidia's. The difference is ALL four Nvidia customers are working on building their own custom chips to lower their"
X Link 2025-11-26T01:41Z 98.1K followers, 91.8K 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 98.1K followers, 73.2K 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 98.1K followers, 49.5K 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 98.1K followers, 25.9K engagements

"SaaS isn't dead after all"
X Link 2025-12-05T18:35Z 98.1K followers, 53K 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 98.1K followers, 153.6K 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 98.1K followers, 1858 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 98.1K followers, 173.8K 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 98.1K followers, 50.4K 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 98.1K followers, 269.7K 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 98.1K followers, 128.1K 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 98.1K followers, 1.1M 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 98.1K followers, 71K 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 98.1K followers, 66.6K 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 98.1K followers, 139K engagements

"I am about flat on this one now. What do you recommend I do with it"
X Link 2025-12-11T19:23Z 98.1K followers, 82.9K engagements

"I have a great life. But its not because of I have money or a garage full of nice cars. Im hitting up Costco today one of my favorite places to shop. They always have new fun things to look at. Tonight Im playing the Risk Board game with my XX year old for the first time. Its going to blow his mind as we battle for world domination. Im going to be picking up food from one of my favorite local joints. After that Im watching the new Knives Out Netflix movie with the wife. Watching a movie while she wants me to scratch her head is 👌 Having money is a nice bonus for sure. But I think your"
X Link 2025-12-12T17:12Z 98.1K followers, 72.5K engagements

"What do you think will be the best performing mag X / big tech stock in 2026"
X Link 2025-12-14T18:01Z 98.1K followers, 102.2K 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 98.1K followers, 244.6K 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 98.1K followers, 45.5K engagements

"What are your top X holdings"
X Link 2025-12-03T15:28Z 98.1K followers, 291.9K 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 98.1K followers, 36.6K 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 98.1K followers, 62.5K 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 98.1K followers, 19K engagements

"Overly simplistic way of looking at it. Vision is different than LiDAR. Its physically impossible for them to arrive at the same ultimate point of safety. One has systems of redundancy and different techniques for safety (LiDAR is physical vs cameras which are inference) If LiDAR helps avoid even a small percentage of accidents or disengagements if it leads to less intervention or opex expense if it leads to lower collisions or insurance even by a tiny amount its worth the added upfront expense. Especially when you amortize the cost over the life of the vehicle. Teslas FSD still effectively"
X Link 2025-12-14T02:25Z 98.1K followers, XXX engagements

"Netflix Buys Warner Bros"
X Link 2025-12-05T19:41Z 98.1K followers, 18.2K 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 98.1K followers, 44.5K 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 98.1K followers, 58.3K 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 98.1K followers, 87.1K engagements

"Netflix CEO explains in X sentences why regulators should approve their deal"
X Link 2025-12-09T18:05Z 98.1K followers, 640.5K engagements

"We've officially made it onto the Brett Cooper show"
X Link 2025-12-09T18:37Z 98.1K followers, 36.7K 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 98.1K followers, 73.5K 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 98.1K followers, 40.3K engagements

"Mastercard has had a nice X% gain in the past week. That doesnt seem like a lot but when its my top holding that equates to about $10000 in gains. The larger my portfolio gets the more I realize I dont have to swing for the fences. I just need to find extremely good companies that dip down for no good reason and buy them when they do"
X Link 2025-12-12T16:39Z 98.1K followers, 49.7K engagements

"You should seriously learn about the risks youre taking. The same people that deliberately steal others work will absolutely steal your information. From Gemini: An ad blocker does not protect against: Malware-laced streams Compromised IPTV apps Backdoored Fire Stick firmware Credential reuse attacks Account takeovers This is especially true on: Smart TVs Fire Sticks Android boxes (where users cant audit whats installed) IPTV services are often: Run anonymously Paid via crypto or sketchy resellers Shut down suddenly (no recourse) Monetized via data resale Law enforcement takedowns regularly"
X Link 2025-12-14T23:34Z 98.1K followers, XXX engagements

"Mission accomplished. Evil Amazon was blocked from an acquisition that would have supported the financial state of the company. Now your Walmarts and Costcos are filled with Chinese robot vacuums"
X Link 2025-12-15T02:14Z 98.1K followers, 381.5K engagements