[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 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 $XXX stock, after Alphabet's Q3 earnings report beat expectations. Carlson has also discussed other companies, including Duolingo, Palantir, and Meta, sharing his thoughts on their performance and potential. ### Engagements: XXXXXXX [#](/creator/twitter::1106005810155380736/interactions)  - X Week XXXXXXXXX +131% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +0.38% - X Year XXXXXXXXXX +77% ### Mentions: XX [#](/creator/twitter::1106005810155380736/posts_active)  - X Week XX -XX% - X Month XXX +20% - X Months XXX -XX% - X Year XXXXX +55% ### Followers: XXXXXX [#](/creator/twitter::1106005810155380736/followers)  - X Week XXXXXX +0.81% - X Month XXXXXX +4.20% - X Months XXXXXX +33% - X Year XXXXXX +86% ### CreatorRank: XXXXXX [#](/creator/twitter::1106005810155380736/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #975 [stocks](/list/stocks) XXXXX% [finance](/list/finance) #5502 [social networks](/list/social-networks) #967 [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$googl](/topic/$googl) #1064, [warner bros](/topic/warner-bros) #23, [$ma](/topic/$ma) #34, [money](/topic/money) 6.15%, [asml](/topic/asml) #58, [meta](/topic/meta) 4.62%, [youtube](/topic/youtube) #6102, [business](/topic/business) #664, [microsoft](/topic/microsoft) #1386, [health](/topic/health) XXXX% **Top accounts mentioned or mentioned by** [@sickofmedia44](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@dreamd0nt](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@grok](/creator/undefined) [@anon7587](/creator/undefined) [@evergreencapm](/creator/undefined) [@p_earns24](/creator/undefined) [@marketbeating20](/creator/undefined) [@meihi3m](/creator/undefined) [@tilmancompounds](/creator/undefined) [@onlyxrp](/creator/undefined) [@vinnymonaheng23](/creator/undefined) [@couch_investor](/creator/undefined) [@bajhadmammad](/creator/undefined) [@jirokillua](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@seanhadeed](/creator/undefined) [@calmerthanuare3](/creator/undefined) [@thestockbro](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/microsoft) [Netflix Inc (NFLX)](/topic/$nflx) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Wholesale Corporation (COST)](/topic/costco) [Target Corporation (TGT)](/topic/$tgt) [Costco Hot Dog (COST)](/topic/$cost) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MercadoLibre Inc (MELI)](/topic/$meli) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/joecarlsonshow/status/1975277351891349627) 2025-10-06T19:09Z 97.7K followers, 232.6K engagements "One of the most misleading charts in finance. First: This ignores cash flow. Real estate makes a bigger portion of income from cash flow than stocks. This is like comparing the S&P XXX to a dividend fund without counting dividends in the return. Second: this ignores leverage. When I bought my first home I paid $20k down for $155k of home. I sold it for $220k X years later. So I made $65k in gains in X years on 20k of cash. This chart assumes you pay for your home in all cash when that is the exception not the rule. Third: This chart leaves out that you have to live somewhere. Housing is not" [X Link](https://x.com/joecarlsonshow/status/1984282553646449141) 2025-10-31T15:33Z 97.7K followers, 659.9K engagements "You have got to be kidding me" [X Link](https://x.com/joecarlsonshow/status/1993086705730236448) 2025-11-24T22:37Z 97.7K followers, 323.7K engagements "Google is making Nvidia nervous" [X Link](https://x.com/joecarlsonshow/status/1993405348921987218) 2025-11-25T19:44Z 97.7K followers, 58.1K 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](https://x.com/joecarlsonshow/status/1993495238766461349) 2025-11-26T01:41Z 97.7K followers, 91.6K 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](https://x.com/joecarlsonshow/status/1995600560045916471) 2025-12-01T21:07Z 97.7K followers, 58.4K engagements "What are your top X holdings" [X Link](https://x.com/joecarlsonshow/status/1996240158014771425) 2025-12-03T15:28Z 97.7K followers, 290.5K engagements "My YouTube Recap gave me this award" [X Link](https://x.com/joecarlsonshow/status/1996260247577768055) 2025-12-03T16:48Z 97.7K followers, 22.8K 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](https://x.com/joecarlsonshow/status/1996340920904790307) 2025-12-03T22:09Z 97.7K followers, 24.1K 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](https://x.com/joecarlsonshow/status/1996731565247021391) 2025-12-05T00:01Z 97.7K followers, 268.2K engagements "Netflix Buys Warner Bros" [X Link](https://x.com/joecarlsonshow/status/1997028653411324035) 2025-12-05T19:41Z 97.7K followers, 17.6K engagements "@ragingbullcap That's the metric almost every streamer uses to assess their dominance (or lack thereof) in the category. If not this metric which one would you use" [X Link](https://x.com/joecarlsonshow/status/1997101834872480053) 2025-12-06T00:32Z 97.7K followers, 7655 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](https://x.com/joecarlsonshow/status/1998058058958897424) 2025-12-08T15:52Z 97.7K followers, 1M 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](https://x.com/joecarlsonshow/status/1998059015641997680) 2025-12-08T15:56Z 97.7K followers, 39.6K 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](https://x.com/joecarlsonshow/status/1997743152644710487) 2025-12-07T19:00Z 97.7K followers, 124.5K engagements "Duolingo will likely close out the year being down -XX% I think there is a market and need for a consolidated winner in AI-Driven Ed-Tech. A global platform that teaches language math science music chess etc. Duolingo is best set up to accomplish that goal. They have the addiction-factor down and leverage that into learning. If you actually look at the financials of the company it looks very strong. I'm not betting the farm on it. I put X% of my port in added a little more after it dropped. But I'm going to hold and slowly add unless the fundamentals give me a solid reason to sell" [X Link](https://x.com/joecarlsonshow/status/1993090196515205271) 2025-11-24T22:51Z 97.7K followers, 73.4K 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](https://x.com/joecarlsonshow/status/1996019256639758754) 2025-12-03T00:50Z 97.7K followers, 72.7K 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](https://x.com/joecarlsonshow/status/1997010890298982660) 2025-12-05T18:31Z 97.7K followers, 25.4K engagements "SaaS isn't dead after all" [X Link](https://x.com/joecarlsonshow/status/1997011910999659004) 2025-12-05T18:35Z 97.7K followers, 52.4K 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](https://x.com/joecarlsonshow/status/1998069710127341691) 2025-12-08T16:38Z 97.7K followers, 51K 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](https://x.com/joecarlsonshow/status/1998113657302184013) 2025-12-08T19:33Z 97.7K followers, 49.6K engagements "Target Walmart Costco and Amazon's revenue. $TGT $WMT $COST $AMZN" [X Link](https://x.com/joecarlsonshow/status/1958192647115292976) 2025-08-20T15:41Z 97.5K followers, 58.2K engagements "A few observations about the X update where we get to see what country people are from: - Many of the people with the strongest and most divisive and extreme opinions on America arent American - Many of them pretended to be American - Very few Americans pretend to be any other nationality - America may not be as divided as it previously appeared online I think its fine for non-Americans to have a take on America. But I also think Americans should know that those takes come from non Americans. I cant imagine that Europeans for example would appreciate having hundreds of the largest political" [X Link](https://x.com/joecarlsonshow/status/1992636393026433188) 2025-11-23T16:48Z 97.5K followers, 103.7K engagements "The plan: Buy back into Netflix at $XXX. Say you sold it at $XXX. Don't mention there was a 10-1 stock split" [X Link](https://x.com/joecarlsonshow/status/1993003334715031800) 2025-11-24T17:06Z 97.5K followers, 156.4K engagements "Im sorry but this is not even a post to pump Google. Saying congrats to Google but our product is still better on X unsolicited looks terrible. I have no doubts Nvidias product is better. Theyre the kings at what they do. But they have to realize how terrible that post looks. Also. Its always been a risk that big tech makes their own chips. Ive always been nervous when looking at Nvidia that all their biggest customers are actively working on replacing their product with their own internal solutions. How long ago was it that Apple gutted Intel by creating their own Chips Big tech has a lot of" [X Link](https://x.com/joecarlsonshow/status/1993421673341821404) 2025-11-25T20:48Z 97.5K followers, 92.3K engagements "What is more likely to be disrupted" [X Link](https://x.com/joecarlsonshow/status/1996050501356716161) 2025-12-03T02:54Z 97.5K followers, 34.2K 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](https://x.com/joecarlsonshow/status/1988086417424347528) 2025-11-11T03:28Z 97.7K followers, 143.9K engagements "My Top Positions: - Mastercard - Google - Amazon - S&P Global - Netflix These X companies make up over half my $XXX million portfolio" [X Link](https://x.com/joecarlsonshow/status/1993072252926280191) 2025-11-24T21:40Z 97.7K followers, 95.2K engagements "@buccocapital Advertisers are increasingly going to be able to give us a business objective and a credit card and the Al system will basically figure out everything else that's necessary. Help me figure out how Adobe plays into that vision" [X Link](https://x.com/joecarlsonshow/status/1994544574124212337) 2025-11-28T23:10Z 97.7K followers, 26.9K engagements "Stock picking makes investing interesting motivating and teaches a lot about how markets work and how businesses work. Stock pickers for sure are more motivated to grow their portfolio than people who just have a 401ks or Roths so their portfolios grow faster. It's one of the most mentally stimulating and productive hobbies a person could possibly have. Most stock pickers also have strong growing positions in retirement accounts and ETF's" [X Link](https://x.com/joecarlsonshow/status/1996649388836638802) 2025-12-04T18:34Z 97.7K followers, 3602 engagements "What stock are you buying the most this week" [X Link](https://x.com/joecarlsonshow/status/1973375168732144126) 2025-10-01T13:11Z 97.7K followers, 69.9K engagements "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](https://x.com/joecarlsonshow/status/1982873472671043983) 2025-10-27T18:14Z 97.7K followers, 1.5M 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](https://x.com/joecarlsonshow/status/1992314794549092653) 2025-11-22T19:30Z 97.7K followers, 198.6K engagements "Michael Burry closing his fund and pivoting to Substack is a pretty good reminder that in most bubbles the real money isnt made by shorting them its made by talking about them" [X Link](https://x.com/joecarlsonshow/status/1992977702534709292) 2025-11-24T15:24Z 97.7K followers, 143.9K engagements "I bought a bunch of ASML this year and made $30000 on it so far or about +50%" [X Link](https://x.com/joecarlsonshow/status/1993723179270078474) 2025-11-26T16:47Z 97.7K 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](https://x.com/joecarlsonshow/status/1995581036374393328) 2025-12-01T19:49Z 97.7K followers, 42.4K 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](https://x.com/joecarlsonshow/status/1995603347433496646) 2025-12-01T21:18Z 97.7K followers, 61.2K 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](https://x.com/joecarlsonshow/status/1996290224155185453) 2025-12-03T18:47Z 97.7K followers, 171.3K 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](https://x.com/joecarlsonshow/status/1996644502447227250) 2025-12-04T18:15Z 97.7K followers, 49.9K engagements "Netflix domination continues. Ill be going over all of it in a new episode today. $NFLX" [X Link](https://x.com/joecarlsonshow/status/1996947535882318174) 2025-12-05T14:19Z 97.7K followers, 50.3K 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](https://x.com/joecarlsonshow/status/1997004029885559051) 2025-12-05T18:03Z 97.7K followers, 49K 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](https://x.com/joecarlsonshow/status/1997023246995345419) 2025-12-05T19:20Z 97.7K followers, 152.4K 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](https://x.com/joecarlsonshow/status/1998123424385016122) 2025-12-08T20:12Z 97.7K followers, 51.6K engagements
[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 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 #
- X Week XXXXXXXXX +131%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +0.38%
- X Year XXXXXXXXXX +77%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +20%
- X Months XXX -XX%
- X Year XXXXX +55%
Followers: XXXXXX #
- X Week XXXXXX +0.81%
- X Month XXXXXX +4.20%
- X Months XXXXXX +33%
- X Year XXXXXX +86%
CreatorRank: XXXXXX #
Social Influence
Social category influence technology brands #975 stocks XXXXX% finance #5502 social networks #967 cryptocurrencies XXXX% countries XXXX% automotive brands XXXX%
Social topic influence $googl #1064, warner bros #23, $ma #34, money 6.15%, asml #58, meta 4.62%, youtube #6102, business #664, microsoft #1386, health XXXX%
Top accounts mentioned or mentioned by @sickofmedia44 @carsontalkmoney @dreamd0nt @nikoliasgoninus @grok @anon7587 @evergreencapm @p_earns24 @marketbeating20 @meihi3m @tilmancompounds @onlyxrp @vinnymonaheng23 @couch_investor @bajhadmammad @jirokillua @therealbirnbaum @seanhadeed @calmerthanuare3 @thestockbro
Top assets mentioned Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Duolingo, Inc. Class A Common Stock (DUOL) Walmart, Inc. (WMT) Costco Wholesale Corporation (COST) Target Corporation (TGT) Costco Hot Dog (COST) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Metadium (META) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last XX hours
"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 97.7K followers, 232.6K engagements
"One of the most misleading charts in finance. First: This ignores cash flow. Real estate makes a bigger portion of income from cash flow than stocks. This is like comparing the S&P XXX to a dividend fund without counting dividends in the return. Second: this ignores leverage. When I bought my first home I paid $20k down for $155k of home. I sold it for $220k X years later. So I made $65k in gains in X years on 20k of cash. This chart assumes you pay for your home in all cash when that is the exception not the rule. Third: This chart leaves out that you have to live somewhere. Housing is not"
X Link 2025-10-31T15:33Z 97.7K followers, 659.9K engagements
"You have got to be kidding me"
X Link 2025-11-24T22:37Z 97.7K followers, 323.7K engagements
"Google is making Nvidia nervous"
X Link 2025-11-25T19:44Z 97.7K followers, 58.1K 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 97.7K followers, 91.6K 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 97.7K followers, 58.4K engagements
"What are your top X holdings"
X Link 2025-12-03T15:28Z 97.7K followers, 290.5K engagements
"My YouTube Recap gave me this award"
X Link 2025-12-03T16:48Z 97.7K followers, 22.8K 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 97.7K followers, 24.1K 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 97.7K followers, 268.2K engagements
"Netflix Buys Warner Bros"
X Link 2025-12-05T19:41Z 97.7K followers, 17.6K engagements
"@ragingbullcap That's the metric almost every streamer uses to assess their dominance (or lack thereof) in the category. If not this metric which one would you use"
X Link 2025-12-06T00:32Z 97.7K followers, 7655 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 97.7K followers, 1M 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 97.7K followers, 39.6K 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 97.7K followers, 124.5K engagements
"Duolingo will likely close out the year being down -XX% I think there is a market and need for a consolidated winner in AI-Driven Ed-Tech. A global platform that teaches language math science music chess etc. Duolingo is best set up to accomplish that goal. They have the addiction-factor down and leverage that into learning. If you actually look at the financials of the company it looks very strong. I'm not betting the farm on it. I put X% of my port in added a little more after it dropped. But I'm going to hold and slowly add unless the fundamentals give me a solid reason to sell"
X Link 2025-11-24T22:51Z 97.7K followers, 73.4K 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 97.7K followers, 72.7K 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 97.7K followers, 25.4K engagements
"SaaS isn't dead after all"
X Link 2025-12-05T18:35Z 97.7K followers, 52.4K 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 97.7K followers, 51K 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 97.7K followers, 49.6K engagements
"Target Walmart Costco and Amazon's revenue. $TGT $WMT $COST $AMZN"
X Link 2025-08-20T15:41Z 97.5K followers, 58.2K engagements
"A few observations about the X update where we get to see what country people are from: - Many of the people with the strongest and most divisive and extreme opinions on America arent American - Many of them pretended to be American - Very few Americans pretend to be any other nationality - America may not be as divided as it previously appeared online I think its fine for non-Americans to have a take on America. But I also think Americans should know that those takes come from non Americans. I cant imagine that Europeans for example would appreciate having hundreds of the largest political"
X Link 2025-11-23T16:48Z 97.5K followers, 103.7K engagements
"The plan: Buy back into Netflix at $XXX. Say you sold it at $XXX. Don't mention there was a 10-1 stock split"
X Link 2025-11-24T17:06Z 97.5K followers, 156.4K engagements
"Im sorry but this is not even a post to pump Google. Saying congrats to Google but our product is still better on X unsolicited looks terrible. I have no doubts Nvidias product is better. Theyre the kings at what they do. But they have to realize how terrible that post looks. Also. Its always been a risk that big tech makes their own chips. Ive always been nervous when looking at Nvidia that all their biggest customers are actively working on replacing their product with their own internal solutions. How long ago was it that Apple gutted Intel by creating their own Chips Big tech has a lot of"
X Link 2025-11-25T20:48Z 97.5K followers, 92.3K engagements
"What is more likely to be disrupted"
X Link 2025-12-03T02:54Z 97.5K followers, 34.2K 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 97.7K followers, 143.9K 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 97.7K followers, 95.2K engagements
"@buccocapital Advertisers are increasingly going to be able to give us a business objective and a credit card and the Al system will basically figure out everything else that's necessary. Help me figure out how Adobe plays into that vision"
X Link 2025-11-28T23:10Z 97.7K followers, 26.9K engagements
"Stock picking makes investing interesting motivating and teaches a lot about how markets work and how businesses work. Stock pickers for sure are more motivated to grow their portfolio than people who just have a 401ks or Roths so their portfolios grow faster. It's one of the most mentally stimulating and productive hobbies a person could possibly have. Most stock pickers also have strong growing positions in retirement accounts and ETF's"
X Link 2025-12-04T18:34Z 97.7K followers, 3602 engagements
"What stock are you buying the most this week"
X Link 2025-10-01T13:11Z 97.7K followers, 69.9K engagements
"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 97.7K followers, 1.5M 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 97.7K followers, 198.6K engagements
"Michael Burry closing his fund and pivoting to Substack is a pretty good reminder that in most bubbles the real money isnt made by shorting them its made by talking about them"
X Link 2025-11-24T15:24Z 97.7K followers, 143.9K 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 97.7K 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 97.7K followers, 42.4K 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 97.7K followers, 61.2K 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 97.7K followers, 171.3K 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 97.7K followers, 49.9K engagements
"Netflix domination continues. Ill be going over all of it in a new episode today. $NFLX"
X Link 2025-12-05T14:19Z 97.7K followers, 50.3K 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 97.7K followers, 49K 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 97.7K followers, 152.4K 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 97.7K followers, 51.6K engagements