# ![@joecarlsonshow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1106005810155380736.png) @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 $300 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: [-------] [#](/creator/twitter::1106005810155380736/interactions)
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### Mentions: [--] [#](/creator/twitter::1106005810155380736/posts_active)
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### Followers: [-------] [#](/creator/twitter::1106005810155380736/followers)
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### CreatorRank: [------] [#](/creator/twitter::1106005810155380736/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1252 [technology brands](/list/technology-brands)  42.59% [finance](/list/finance)  #2175 [social networks](/list/social-networks)  7.41% [automotive brands](/list/automotive-brands)  2.78% [countries](/list/countries)  0.93% [cryptocurrencies](/list/cryptocurrencies)  0.93% [exchanges](/list/exchanges)  0.93%

**Social topic influence**
[$googl](/topic/$googl) #201, [in the](/topic/in-the) 10.19%, [costco](/topic/costco) #66, [youtube](/topic/youtube) 6.48%, [the most](/topic/the-most) 6.48%, [stocks](/topic/stocks) #3590, [ai](/topic/ai) 5.56%, [$ma](/topic/$ma) #214, [search](/topic/search) #137, [the world](/topic/the-world) 5.56%

**Top accounts mentioned or mentioned by**
[@samurai__stock](/creator/undefined) [@futureman1977](/creator/undefined) [@stockworthyapp](/creator/undefined) [@kulolo808](/creator/undefined) [@p_earns24](/creator/undefined) [@insiderhawk](/creator/undefined) [@etfeasydotcom](/creator/undefined) [@qualtrim](/creator/undefined) [@mattaverse21](/creator/undefined) [@grok](/creator/undefined) [@sullyjake0](/creator/undefined) [@acidicsweetie](/creator/undefined) [@sesamesoymilk](/creator/undefined) [@xbc9stazj](/creator/undefined) [@thierryborgeat](/creator/undefined) [@amitisinvesting](/creator/undefined) [@matkinvest](/creator/undefined) [@nickaube78373](/creator/undefined) [@aakesteh](/creator/undefined) [@timwhelan20](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Costco Wholesale Corporation (COST)](/topic/costco) [Mastercard, Inc. (MA)](/topic/$ma) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Costco Hot Dog (COST)](/topic/$cost) [Intuit Inc. (INTU)](/topic/$intu) [Duolingo, Inc.  (DUOL)](/topic/$duol) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The last Sell America trade was during the tariff dispute in April of [----]. And anyone who bought American during that did incredibly well. Dont be stupid. Buffett would never tell you to sell America over trade disputes"  
[X Link](https://x.com/joecarlsonshow/status/2013642037396963461)  2026-01-20T15:57Z 102.3K followers, 65.8K engagements


"Ill push back on this a little. Alphabet paid me well over $100k in ad revenue last year. So their content costs are not zero considering Im one of millions of channels. YouTube brokers ads then they split the revenue by giving 55% to the YouTuber. YouTube has you create the content first then they pay based on views. Netflix by contrast pays first then hopes to get views. Netflix model has more operating leverage and likely greater upside. YouTubes is safer and more predictable. YouTube also has immense hosting and infrastructure costs. There are millions of videos being uploaded every"  
[X Link](https://x.com/joecarlsonshow/status/2015831339833184577)  2026-01-26T16:56Z 102.3K followers, 97.3K engagements


"One thing also worth mentioning. This is just YouTubes ad revenue consider the fact that this does not include subscription revenue which theres over [---] million YouTube premium members. YouTube is a crown jewel on planet earth. You should own this stock"  
[X Link](https://x.com/joecarlsonshow/status/2015833638664065466)  2026-01-26T17:06Z 102.3K followers, 14.5K engagements


"What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing"  
[X Link](https://x.com/joecarlsonshow/status/2021284227854287347)  2026-02-10T18:04Z 102.3K followers, 85K engagements


"I welcome criticism about any stock I own. Question it criticize it ask me to defend it and justify it under its fundamentals future outlook and current valuation multiples. Here are my current holdings. Maybe you can convince me something I own isn't a good investment anymore. Netflix Amazon ASML Google Booking Holdings Salesforce Costco Mastercard Moody's S&P Global Texas Roadhouse Microsoft"  
[X Link](https://x.com/joecarlsonshow/status/1887561692701405216)  2025-02-06T17:59Z 102.1K followers, 89.6K engagements


"Investors will eventually realize Amazon is the best humanoid robot play not Tesla"  
[X Link](https://x.com/joecarlsonshow/status/1948387919892467857)  2025-07-24T14:20Z 102.2K followers, 139.7K engagements


"For those wondering why Costco trades at a higher valuation than NVIDIA here are some factors to consider: Costco didnt 5x its revenue in just two years. Instead over the past [--] years it has steadily grown revenue at 12% annually with a sticky subscription-driven model. Its the definition of reliable and predictable growth. NVIDIA by contrast captured most of its growth in just the past few years. Costcos revenue is diversified across [---] million members while NVIDIAs revenue is heavily concentrated in the capex budgets of just a handful of tech giants. In fact Meta Amazon and Google"  
[X Link](https://x.com/joecarlsonshow/status/1960851756486942946)  2025-08-27T23:47Z 102.2K followers, 193.5K engagements


"My top [--] 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](https://x.com/joecarlsonshow/status/1980410421170565252)  2025-10-20T23:06Z 102.2K followers, 70.7K engagements


"Is it time to buy Uber Bill Ackman is in it with 20% 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. A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing 17% YoY and accelerating. $UBER https://t.co/sZEHsUkMsa A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing 17% YoY"  
[X Link](https://x.com/joecarlsonshow/status/1991944200662003859)  2025-11-21T18:58Z 102.2K followers, 109K 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 102.1K followers, 129.1K engagements


"A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo leads in this by a wide margin - Duolingo does not compete with utility. People wont avoid playing chess because a computer is better at chess and people wont avoid learning a new language because a computer is better at translating the language - Duolingo membership is underpriced under-penetrated in paid members and has operating leverage in its Max"  
[X Link](https://x.com/joecarlsonshow/status/2012572683310149805)  2026-01-17T17:08Z 102.1K followers, 71.6K engagements


"What is a more differentiated product with a wider moat Duolingo Salesforce Duolingo Salesforce"  
[X Link](https://x.com/joecarlsonshow/status/2013336783417659729)  2026-01-19T19:44Z 101.8K followers, 33.3K engagements


"Sundar A few years ago investors like Brad Gerstner spread fear saying your business model was broken by ChatGPT. Investors like Chris Hohn said you should fire employees and cut Waymo investment. Investors like Philippe Laffont said you were complacent and not innovative and had fallen behind. You have proven all of them wrong. Please continue to run Google exactly like you have and ignore all the yapping from these investors. https://twitter.com/i/web/status/2020330079231046117 https://twitter.com/i/web/status/2020330079231046117"  
[X Link](https://x.com/joecarlsonshow/status/2020330079231046117)  2026-02-08T02:53Z 101.8K followers, [--] engagements


"Since Jassy became CEO of Amazon: Revenue has increased by over 50% Operating Margins have almost doubled operating cash flow has increased by almost 150%. Yet the stock price is only up 20%. He started as CEO with Amazon at a 60x PE now it's at a 27x PE. That's tough taking over a company at a high valuation. https://twitter.com/i/web/status/2022044868424642779 https://twitter.com/i/web/status/2022044868424642779"  
[X Link](https://x.com/joecarlsonshow/status/2022044868424642779)  2026-02-12T20:27Z 102.3K followers, 101.8K engagements


"The tariff war was a scare that I thought was mostly superficial and a dip worth buying. I made it public to buy the dip. Silicon Valley Bank was another scare I thought was short term and another easy dip buying opportunity. Netflix being killed by Disney+ and HBO in [----] was another narrative I did not believe and continued buying Netflix. ChatGPT killing google search was another narrative I didnt believe and I continued buying Google. AI killing software companies is a dip that Ive given much greater respect to and have not been as flippant or black and white about. Because I think there"  
[X Link](https://x.com/joecarlsonshow/status/2022358498433188327)  2026-02-13T17:13Z 102.3K followers, 49.4K engagements


"If you make excellent decisions to begin with you don't have to trade much"  
[X Link](https://x.com/joecarlsonshow/status/1823845445480915301)  2024-08-14T22:13Z 102.3K followers, 81K engagements


"What is your biggest "buy and hold for life" stock"  
[X Link](https://x.com/joecarlsonshow/status/1844501563676688396)  2024-10-10T22:13Z 102.3K followers, 255.9K 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](https://x.com/joecarlsonshow/status/1940194752206696810)  2025-07-01T23:44Z 102.3K followers, 165.9K 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 [--] holdings I have had this year [--] of which are doing well. [--] 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 [--] out of [--] *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 102.2K followers, 200.4K 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](https://x.com/joecarlsonshow/status/1992318196658131422)  2025-11-22T19:44Z 102.2K followers, [----] engagements


"It's fun to poke fun at Ackman. But there's a good chance if you just buy whatever stock he buys next after he announces it you'll make a lot of money. He's a great investor with a great investing philosophy"  
[X Link](https://x.com/joecarlsonshow/status/1993019093017043331)  2025-11-24T18:09Z 102.3K followers, 107.3K engagements


"What are your top [--] holdings"  
[X Link](https://x.com/joecarlsonshow/status/1996240158014771425)  2025-12-03T15:28Z 102.3K followers, 294.1K engagements


"My Top [--] 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. What are your top [--] holdings What are your top [--] holdings"  
[X Link](https://x.com/joecarlsonshow/status/1996290224155185453)  2025-12-03T18:47Z 102.3K followers, 176.8K engagements


"I am about flat on this one now. What do you recommend I do with it"  
[X Link](https://x.com/joecarlsonshow/status/1999198362923598180)  2025-12-11T19:23Z 102.3K followers, 85.3K engagements


"@xbc9stazj It's outperformed so far but no guarantees in the future. I have also booked about 100k in net gains on previous winners I have sold (like Chipotle Booking Holdings Apple etc). So the portfolio isn't 100% static"  
[X Link](https://x.com/joecarlsonshow/status/2002098439619031418)  2025-12-19T19:27Z 102.3K followers, [----] engagements


"What stock have you bought the most in the past [--] days"  
[X Link](https://x.com/joecarlsonshow/status/2004685479732813946)  2025-12-26T22:47Z 102.3K followers, 205.9K engagements


"@ThierryBorgeat Walmart has been executing really well"  
[X Link](https://x.com/joecarlsonshow/status/2020936126446612693)  2026-02-09T19:01Z 102.2K followers, [----] engagements


"RT @joecarlsonshow: @amitisinvesting @qualtrim I just bought $140k of Meta and at some point the market is going to remember the 30%+ reven"  
[X Link](https://x.com/joecarlsonshow/status/2021648586489069994)  2026-02-11T18:12Z 102.2K followers, [--] engagements


"What's your single biggest bet for 2026"  
[X Link](https://x.com/joecarlsonshow/status/2007554161781686504)  2026-01-03T20:46Z 102.3K followers, 255.6K engagements


"The first Costco $COST in Okinawa opened today. They opened it [---] hours before its normal hours. The building quickly reached max capacity. Cars wrapped around the parking lot. They could only let new people in as others left. There was a [--] hour wait to get in"  
[X Link](https://x.com/anyuser/status/1827349996272021988)  2024-08-24T14:19Z 102.3K followers, 9.6M engagements


"When I was dating my wife about [--] years ago. I remember I had to call her and have her pay for my gas at the gas station because my debit card didn't clear the $120 pre-authorization threshold. I only had $80 in my bank account and asked her to float me until next pay day (I was working customer service at the time for $12/hr). Situations can change dramatically over time. I've seen it happen again and again with followers of my channel. Don't get too discouraged if you're not in a good situation now just keep working to improve it and it will improve"  
[X Link](https://x.com/anyuser/status/1904221661156823520)  2025-03-24T17:19Z 102.3K followers, 1.7M engagements


"I'm disappointed to report that Google search is clearly being disrupted by this new app called "Gemini". Google investors should be concerned "Gemini" has occupied the top spot for a week now bumping Google down to number [--] Google Maps is only at number [--] Google Chrome is number [--] YouTube TV is [--] Gmail is [--] YouTube is [--]. This is a very concerning situation for Google to be they only have a half dozen apps in the top [--] of the app store"  
[X Link](https://x.com/anyuser/status/1970201670027223083)  2025-09-22T19:00Z 102.3K followers, 140.6K 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 $300. I came back in time to tell you"  
[X Link](https://x.com/joecarlsonshow/status/1975277351891349627)  2025-10-06T19:09Z 102.3K followers, 485.6K 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](https://x.com/joecarlsonshow/status/1979225324815814761)  2025-10-17T16:37Z 102.3K followers, 110.7K engagements


"I don't think I've ever gone into the end of the year feeling better about my portfolio than I do now. In order of holding size: - Mastercard - Google - Amazon - S&P Global - Netflix - Microsoft - ASML - Intuit - Costco - Salesforce - Moody's - Equifax - Texas Roadhouse - Duolingo It's a blend of big tech wide-moat credit rating businesses universally adopted subscription services and a few smaller fast-growing bets. About $530k in gains so far on this $1.4 million portfolio and we're just getting started. https://twitter.com/i/web/status/2002075124963684838"  
[X Link](https://x.com/joecarlsonshow/status/2002075124963684838)  2025-12-19T17:54Z 102.3K followers, 110.9K engagements


"The amount of complete ignorance circulating around Visa and Mastercard still to this day shows why there can still be alpha in some of the largest companies in the world. Heres a few facts: [--]. Credit Cards do not charge interest. Banks charge interest. Credit Card companies are tech companies that facilitate transactions and prevent fraud. [--]. The huge majority of the fee you pay when you swipe a card is earned by the bank not the credit card company. For example on a 3% swipe fee the bank will earn 2% the payment processor (stripe or square) will earn .5% and the credit card company earns a"  
[X Link](https://x.com/joecarlsonshow/status/2010403154576232639)  2026-01-11T17:27Z 102.3K followers, 354.1K engagements


"Here's how I see things playing out: Trump says to cap credit card rates at 10%. Trump learns from many bankers (like Jamie Dimon) how incredibly damaging and disruptive it would be to really do that. They agree to work on a heavily watered-down walked-back version of this where they implement some new rules and policies to give some groups better rates. This new watered down version will be flown around as a big win for the administration. If we really do get a situation where credit cards are capped at 10% interest. I will be selling my Mastercard position. My thesis incorporates ongoing"  
[X Link](https://x.com/joecarlsonshow/status/2010829403287409018)  2026-01-12T21:41Z 102.3K followers, 82.9K engagements


"New all time highs. Up +15% in [----] after being up 50% in [----]. This one also looked like a loser in the portfolio mid [----] when I was red on the stock. Now up $50k"  
[X Link](https://x.com/joecarlsonshow/status/2011830758776979506)  2026-01-15T16:00Z 102.3K followers, 47.4K engagements


"Stock picking is possibly one of the best hobbies of all time. Its extremely fun. Its competitive. There are many ways to win. You can always improve. If youre decent at it its life changing. Its one of those hobbies that is healthy both in mind and healthy financially. Im also a firm believer that picking stocks encourages people to invest far more than they would otherwise if they only picked retirement ETFs. The fun and competitive aspect to it encourages more focus and more deposits. I have possibly gotten thousands maybe tens of thousands to take investing a little more seriously. That"  
[X Link](https://x.com/joecarlsonshow/status/2013350357209076118)  2026-01-19T20:38Z 102.3K followers, 207K engagements


"Netflix just reported that they have [---] million subscribers. Remember just a few years ago the stock sold down -75% because of a [--] million subscriber miss. They have gained [---] million additional subscribers since that sell off"  
[X Link](https://x.com/joecarlsonshow/status/2013722672258261399)  2026-01-20T21:17Z 102.3K followers, 170.3K engagements


"I expect Netflix to have ARPU growth for a very long period of time. I imagine a day when were paying $50+ for Netflix every month. And Netflix is spending hundreds of millions of dollars on a single TV show. When they own live events stand up specials sporting events kids entertainment and prestige TV. Netflix will represent professional media. This weekend they have Alex Honnold climbing a skyscraper live (without a net or harness). This is the type of stuff people want to watch. You will want to be watching it. The stock is down a little only because theyre halting buybacks to save for"  
[X Link](https://x.com/joecarlsonshow/status/2014003202249855205)  2026-01-21T15:52Z 102.3K followers, 55.1K engagements


"That's a lot of investors"  
[X Link](https://x.com/joecarlsonshow/status/2014902421840081035)  2026-01-24T03:25Z 102.3K followers, 40.2K engagements


"This is absolutely crazy. Also this seems way more difficult than I imagined it to be. This part seems crux tbh. https://t.co/L9QGNtzeds This part seems crux tbh. https://t.co/L9QGNtzeds"  
[X Link](https://x.com/joecarlsonshow/status/2015248074286002348)  2026-01-25T02:19Z 102.3K followers, 97.3K engagements


"I once saw a video of a few guys that jumped in and became "trapped" in a whirlpool like rip tide off the coast of California. It looked dangerous but they eventually swam out. All the people in the comments said "they are risking their lives for nothing This is insanely dangerous" Then one of their moms commented saying that her boy was a professional surfer that can swim for hours in salty water with no problem with salt water splashing in his face and at no point in the video was he in any kind of danger. She said to not judge the danger someone else is in by comparing it to your own skill"  
[X Link](https://x.com/joecarlsonshow/status/2015863410664341928)  2026-01-26T19:04Z 102.3K followers, 41.8K engagements


"ASML is up +100% in the past [--] months up +40% in the past month alone and just posted earnings so good that it's trading basically flat on the day. What an absolute beast"  
[X Link](https://x.com/joecarlsonshow/status/2016529226132848995)  2026-01-28T15:10Z 102.3K followers, 88.8K engagements


"Can't say I'm shocked"  
[X Link](https://x.com/joecarlsonshow/status/2016556633456070857)  2026-01-28T16:59Z 102.3K followers, 109.7K engagements


"Buying software companies should come with a disclaimer that its not good for your mental health"  
[X Link](https://x.com/joecarlsonshow/status/2016917558624985337)  2026-01-29T16:53Z 102.3K followers, 81.8K engagements


"I bought Meta stock. And will continue building it to a large position. Theres no rocket science behind it. I see low valuation high growth and a wide moat"  
[X Link](https://x.com/joecarlsonshow/status/2018332997502554619)  2026-02-02T14:37Z 102.3K followers, 124.2K engagements


"Google does it again. Another incredible report. Google just grew cloud *48%* Revenue grew 18% Search grew 17% Gemini has [---] million monthly users More than [---] million paid subscriptions $GOOG $GOOGL"  
[X Link](https://x.com/joecarlsonshow/status/2019157473354010812)  2026-02-04T21:13Z 102.3K followers, 136.6K engagements


"I just want to get this straight. Big tech companies which with the smartest leaders in the world and smartest employees in the world with billions of daily users on dozens of platforms all have decided to build out God-like super-computing powers and this makes you bearish"  
[X Link](https://x.com/joecarlsonshow/status/2019435674374635944)  2026-02-05T15:39Z 102.3K followers, 123.1K engagements


"The EPS of a dying company"  
[X Link](https://x.com/joecarlsonshow/status/2019815275022152000)  2026-02-06T16:47Z 102.3K followers, 321.4K engagements


"Highly customizable and aesthetically beautiful charts are coming to Qualtrim soon. We're pushing the limits of how beautiful a chart can be. The thing that will remain the same is the price: $10/month (with a free trial)"  
[X Link](https://x.com/joecarlsonshow/status/2020943466386293071)  2026-02-09T19:30Z 102.3K followers, 32.6K engagements


"Obviously I'm way biased but I'm already totally obsessed with this feature and the testers on it right now love it. It's so easy and fun to use. This isn't even the only cool thing we're working on too. Qualtrim is going to get a lot better in 2026"  
[X Link](https://x.com/joecarlsonshow/status/2020951217808228768)  2026-02-09T20:01Z 102.3K followers, 16.7K engagements


"This SPGI / MCO sell-off is intense. These companies are supposed to be boring utility-like duopolies not battleground stocks. I'm staying put for now. I wonder what Dev Kantesaria and Chris Hohn will do as they have a significant portion of their massive funds in these stocks"  
[X Link](https://x.com/joecarlsonshow/status/2021281638530023718)  2026-02-10T17:54Z 102.3K followers, 67.6K engagements


"It's an actual bloodbath out there. Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B"  
[X Link](https://x.com/joecarlsonshow/status/2021290612587147376)  2026-02-10T18:30Z 102.3K followers, 109.7K engagements


"How was your weekend - normal person I spent the weekend buying guns and ammunition to defend myself against the inevitable AI army that will take over the world as AI has reached a point where its writing its own code and is better than humans at everything - Average X User"  
[X Link](https://x.com/joecarlsonshow/status/2021607764251099525)  2026-02-11T15:30Z 102.3K followers, 31K engagements


"I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to realize that. It's easily one of the best risk reward stocks in the market. Meta is at a low valuation It's insulated from AI risk it's growing incredibly fast and the CAPEX spend has already proven to be very effective. It's a no brainer. https://twitter.com/i/web/status/2021625275747069991 https://twitter.com/i/web/status/2021625275747069991"  
[X Link](https://x.com/joecarlsonshow/status/2021625275747069991)  2026-02-11T16:40Z 102.3K followers, 54.9K engagements


"I really do not believe that a Chinese AI video slop generator thats obviously trained on copyrighted data and violating multiple laws is going to kill Netflix. Ive been through a Netflix sell off before but last time Netflix wasnt generating $10 billion in free cash flow"  
[X Link](https://x.com/joecarlsonshow/status/2022004160397541635)  2026-02-12T17:45Z 102.3K followers, 77.4K engagements


"@amitisinvesting @qualtrim I just bought $140k of Meta and at some point the market is going to remember the 30%+ revenue growth and go oh wow thats crazy maybe it should trade more than a [--] PE"  
[X Link](https://x.com/joecarlsonshow/status/2020574675940856121)  2026-02-08T19:05Z 102.3K followers, 54.8K engagements


"Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point"  
[X Link](https://x.com/joecarlsonshow/status/2020931962551386289)  2026-02-09T18:45Z 102.3K followers, 112.9K engagements


"Some day at the end of your investment career. You will look back and realize that you could have just owned Costco the entire time and it would have outperformed your portfolio and the market. 😭"  
[X Link](https://x.com/joecarlsonshow/status/2022365982438875620)  2026-02-13T17:43Z 102.3K followers, 41.5K engagements


"The fastest growing robotaxi network with no drivers assistants in the passenger seats Google Cloud growing 30% YouTube growing largest share of TV watch time Google search is growing in volume and revenue. Google trades at a [--] PE"  
[X Link](https://x.com/anyuser/status/1945172197472891106)  2025-07-15T17:22Z 102.3K followers, 130.8K engagements


"Alphabet Q2 Earnings $GOOGL $GOOG ✅ Crushed Earnings which means shares should fall. EPS: $2.31 (vs. $2.27 est.) Revenue: $96.43B (vs. $93.94B est.) Google Cloud Revenue: $13.62B Advertising Revenue: $71.34B Search Revenue: $54.19B Operating Margin: 32% Net Income: $28.2B"  
[X Link](https://x.com/anyuser/status/1948112089584910461)  2025-07-23T20:04Z 102.3K followers, 248.5K 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 31% The stock is down after hours. You can't make this up"  
[X Link](https://x.com/anyuser/status/1948114186657247389)  2025-07-23T20:13Z 102.3K followers, 183.5K engagements


"I present Google's dying search business:"  
[X Link](https://x.com/anyuser/status/1948204354110103655)  2025-07-24T02:11Z 102.3K followers, 416.4K engagements


"I finally figured out why Google trades at such a low valuation. It turns out the stock is split between two tickers: GOOG and GOOGL each one trades around $195. I think we should combine them so the stock trades at $390"  
[X Link](https://x.com/anyuser/status/1948849579291742584)  2025-07-25T20:55Z 102.3K followers, 206.5K engagements


"Round of applause and firm handshakes all around. We did it folks"  
[X Link](https://x.com/anyuser/status/1953832412347023444)  2025-08-08T14:55Z 102.3K followers, 98.8K engagements


"If the judge forces Google to sell chrome it will be a huge injustice. Google built chrome. They didnt buy it and they didnt force people to use it. There are dozens of viable alternatives. None of these companies saying they want to buy chrome have anywhere near the same history supporting a product thats as big and has been as free for so long. Do you really trust the guys at Perplexity with Chrome Should a judge be able to rip an important asset from shareholders of a public stock and give it to a private company like OpenAI This whole lawsuit is absurd. If Google was actually a monopoly"  
[X Link](https://x.com/anyuser/status/1956372578672795782)  2025-08-15T15:09Z 102.3K followers, 84K engagements


"One of these things is not like the other"  
[X Link](https://x.com/anyuser/status/1956460422732882035)  2025-08-15T20:58Z 102.3K followers, 275K engagements


"My current portfolio allocation. About $1.3 million total"  
[X Link](https://x.com/anyuser/status/1961153823902445916)  2025-08-28T19:48Z 102.3K followers, 461.9K engagements


"High-fives and firm handshake Google investors you won. 🤝"  
[X Link](https://x.com/anyuser/status/1962976670815813892)  2025-09-02T20:31Z 102.3K followers, 111.5K engagements


"This is the net income of Google. Over $115 billion in the past [--] months the most of any company. No excuses no grandiose promises just pure execution. Sundar Pichai deserves more credit"  
[X Link](https://x.com/anyuser/status/1963072086722969622)  2025-09-03T02:50Z 102.3K followers, 134K engagements


"It gets very little discussion but Ive quietly built a large holding in ASML. This one has been relatively flat for a while when do you think it will take off"  
[X Link](https://x.com/anyuser/status/1964352519796351248)  2025-09-06T15:38Z 102.3K followers, 413.2K engagements


"The co-founder of YouTube just said Google will become the most valuable company in the world. He mentions the "full stack" what does full stack mean It means Google is vertically integrated end-to-end. Google has huge server and cloud infrastructure that they use for Gmail YouTube and of course now their growing cloud business. They have TPUs which are custom designed chips meaning they are significantly less reliant on Nvidia. On the AI Model side they have DeepMind with Gemini which continually benchmarks as the leading models in AI. So they fully own their own models which is rare. On the"  
[X Link](https://x.com/anyuser/status/1964434744336404703)  2025-09-06T21:05Z 102.3K followers, 222.1K engagements


"How to invest: - Find a group of extremely high quality companies - Wait until they sell off because of a bad narrative: (ChatGPT will kill Google Disney+ will kill Netflix tariffs will kill Amazon robotaxi will kill Uber gen AI will kill Adobe etc) - Use sound judgment and data to determine if those narratives are true or false - If you determine the narrative is false you buy - profit This way of investing only works if you're able to detach yourself from the prevailing narratives if you're not easily impressionable and if you can employ data in a useful way to determine fact from fiction"  
[X Link](https://x.com/anyuser/status/1966911570434551984)  2025-09-13T17:07Z 102.3K followers, 112.8K engagements


"Yes Amazon has performed poorly YTD. Luckily we aren't forced to buy the stock on the first day of the year only we can buy dips. I'm in for [---] shares at $150 average. Amazon is up +30% from just a few months ago. The stock won't continue to climb however until Andy Jassy decides to turn on free cash flow mode. Currently Amazon still continues to invest near 100% of cash flows. I believe Amazon represents the best robotics play in the market. They have [---] million employees over half of which work doing repetitive physical labor. They already have over [--] million robots doing a variety of"  
[X Link](https://x.com/anyuser/status/1970634306428309602)  2025-09-23T23:40Z 102.3K followers, 135.8K engagements


"It's still crazy to me that I've made over half a million dollars in the stock market most of these gains happened in just the past few years. Get invested build a portfolio buy good companies and don't look back"  
[X Link](https://x.com/anyuser/status/1970864886747144279)  2025-09-24T14:56Z 102.3K followers, 171.1K engagements


"My recommendations for your weekend: - Go out to eat at Texas Roadhouse - Make a shopping trip to Costco - Maybe watch a few YouTube videos - Play a few matches of Chess on Duolingo - In the evening check out a Netflix doc or movie I totally recommend doing all this stuff for no particular reason of course"  
[X Link](https://x.com/anyuser/status/1971653627275301336)  2025-09-26T19:10Z 102.3K followers, 152K engagements


"Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no"  
[X Link](https://x.com/anyuser/status/1973419129756618831)  2025-10-01T16:05Z 102.3K followers, 109.3K engagements


"Andy Jassy the current CEO of Amazon has been with the company for [--] years. In [----] he played a pivotal role in creating and scaling AWS which is the most valuable part of Amazon. A significant portion of the modern internet is powered by AWS. Amazon today is worth $2.4 Trillion and is one of the most critical companies to the US and the world. Yet the CEO makes less money than many YouTubers comedians podcasters professional athletes and actors that don't manage or guide anything nearly as important or critical to the US or have millions of employees. We need to stop pretending that the CEO"  
[X Link](https://x.com/anyuser/status/1976106347394740404)  2025-10-09T02:04Z 102.3K followers, 1.5M engagements


"I will be buying any and every sell off of Amazon thats caused by tariffs"  
[X Link](https://x.com/anyuser/status/1976767030914433283)  2025-10-10T21:49Z 102.3K followers, 116.8K engagements


"Amazon stock is up 1% as they successfully take down half the internet"  
[X Link](https://x.com/anyuser/status/1980286416736399779)  2025-10-20T14:54Z 102.3K followers, 776.2K engagements


"Google hit a new all time high. The valuation to quality gap between Google and the rest of big tech is quickly being filled in. I hope you have taken advantage over the past [--] months. Ive made a hundred videos to remind you"  
[X Link](https://x.com/anyuser/status/1981731099534618790)  2025-10-24T14:34Z 102.3K followers, 175.4K 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. https://twitter.com/i/web/status/1982873472671043983 https://twitter.com/i/web/status/1982873472671043983"  
[X Link](https://x.com/anyuser/status/1982873472671043983)  2025-10-27T18:14Z 102.3K followers, 1.5M engagements


"ALPHABET Q3 BEAT 💪 Revenue $102.35B (est $99.85B) Services $87.05B (est $84.67B) Search $56.57B (est $54.99B) Cloud $15.16B (est $14.75B) Spectacular report fully expected. This is a $300 stock. Congrats to all that have been along for the ride"  
[X Link](https://x.com/anyuser/status/1983626346023809167)  2025-10-29T20:05Z 102.3K followers, 72.6K engagements


"I don't know if people realize how insane it is to have a stock run-up into earnings as much as Google did even trading up almost 3% on the day only to be up 4% after it posts earnings. This only happens when a stock drops a monstrous report which they just did. Incredible"  
[X Link](https://x.com/anyuser/status/1983629128093081717)  2025-10-29T20:16Z 102.3K followers, 71.7K engagements


"What a spectacular week. Congrats everyone that's in Google and Amazon"  
[X Link](https://x.com/anyuser/status/1984003595537412454)  2025-10-30T21:04Z 102.3K followers, 55.4K 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 [---] 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 [--] years later. So I made $65k in gains in [--] 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/anyuser/status/1984282553646449141)  2025-10-31T15:33Z 102.3K followers, 661.4K engagements


"Palantir valuation vs other companies"  
[X Link](https://x.com/anyuser/status/1985386047019368830)  2025-11-03T16:38Z 102.3K followers, 373.8K engagements


"I can't believe I got myself in a situation where I get paid to talk to awesome people about stocks and investing all day. What a life. SUPER grateful to be where I am. Hoping everyone can do something they really enjoy in life"  
[X Link](https://x.com/anyuser/status/1986172358156313046)  2025-11-05T20:42Z 102.3K followers, 55.4K engagements


"Never forget. Netflix sold down -75% because of this"  
[X Link](https://x.com/anyuser/status/1986544500978970779)  2025-11-06T21:21Z 102.3K followers, 442.6K engagements


"Costco is at an all-time high today. It has doubled the performance of S&P500 for the past [--] years. But you don't own it because the PE has been a little too high that entire time. Of course the optimal scenario is to buy a super high quality company at a super cheap price but those opportunities are rare. This is why it's best for most people to just buy the index. Buying the index forces you to forget about valuation and you end up owning all the best companies in the world including Costco which is the 9th largest holding in the QQQ. And you're better off owning the best companies in the"  
[X Link](https://x.com/anyuser/status/1828442916693647642)  2024-08-27T14:42Z 102.2K followers, 115.6K engagements


"This post came across way more braggadocious than intended - point is I'm now digging into savings to buy as much as I can. Top buys so far have been Amazon Google Salesforce and Equifax"  
[X Link](https://x.com/anyuser/status/1909443393962574037)  2025-04-08T03:09Z 102.3K followers, 31.6K engagements


"Waymo Paid Weekly Driverless Rides Over Time"  
[X Link](https://x.com/anyuser/status/1915520203825569967)  2025-04-24T21:36Z 102.2K followers, 381K engagements


"Who has the best performance this year Post your returns. (I'm guessing some Palantir/Hims investor)"  
[X Link](https://x.com/joecarlsonshow/status/1917639254399934646)  2025-04-30T17:56Z 102.1K followers, 83.9K engagements


"@JohnnyAlg0 Literally 70% of Twitter is bullish on Google"  
[X Link](https://x.com/joecarlsonshow/status/1920243019741343938)  2025-05-07T22:23Z 102.3K followers, [----] engagements


"Hey Mr Pulte do you mind explaining how FICO's pricing is a bigger and more pressing concern to home buyers than Mortgage Broker fee's or Realtor Commissions For reference you would need approximately [---] FICO pull requests to equal the fee of one Mortgage Broker transaction. You'd need to pull your FICO score [---] times to equal a single Realtor Commission on a home sale. Other than the significant amount of lobbying Brokers and Realtors do what reason do you have to focus on FICO more than these other costs"  
[X Link](https://x.com/joecarlsonshow/status/1927383694764892666)  2025-05-27T15:17Z 102.3K followers, 50.3K engagements


"ARK Innovations ETF with a group of the most disruptive innovative technologically advanced companies in the world vs Texas Roadhouse over the past [--] years"  
[X Link](https://x.com/joecarlsonshow/status/1934985003819278439)  2025-06-17T14:42Z 102.1K followers, 96K engagements


"Here's my take on the portfolio transparency issue: If you continually claim that you're some investing god that makes 10x returns on every company and that you have a long history of super-successful investments and you sell expensive courses based on this perceived reputation of successful investments then you should at the very least show your full portfolio and lifetime performance. If you just want to do write-ups about companies and sell those write-ups and ideas but you don't claim that you're an investing guru that's up 10x on every stock then there's no reason to prove anything. It's"  
[X Link](https://x.com/joecarlsonshow/status/1940162126829821969)  2025-07-01T21:34Z 102.3K followers, 155.8K engagements


"I make no apologies for being annoyingly bullish on Google for the past [--] months"  
[X Link](https://x.com/anyuser/status/1967591102304907447)  2025-09-15T14:07Z 102.3K followers, 113.8K engagements


"What stock are you buying the most this week"  
[X Link](https://x.com/joecarlsonshow/status/1973375168732144126)  2025-10-01T13:11Z 102K followers, 69.9K engagements


"If you're not following @qualtrim you're missing out. So many free and interesting visual insights on companies"  
[X Link](https://x.com/joecarlsonshow/status/2003548645879316664)  2025-12-23T19:29Z 102.3K followers, 20.8K engagements


"I believe this ETF is similar to the QQQ but better. The methodology is more sound. Because it's not exchange-specific (like QQQ) it can pick fast-growing companies across both the Nasdaq and NYSE. That way you get companies like Mastercard and Visa which the QQQ does not hold (even though it should they're just not listed on the same exchange). A heads up though I did not add in the weighting. This is a very top-heavy ETF that has the majority of money in these top holdings"  
[X Link](https://x.com/joecarlsonshow/status/1707427403658850390)  2023-09-28T16:09Z 102.3K followers, 21.6K engagements


"5 reasons I will NOT buy Berkshire $BRK 1) Their largest holding is Apple which I think is likely overvalued right now. 2) They have way too much cash and have a history of not taking advantage of sell-offs. They didn't buy anything in [----] during a huge sell-off they didn't buy anything in [----] during a huge sell-off. There were many good opportunities for them to pick up large quantities of cheap big tech stocks like Amazon at $80 Google at $90 Netflix at $180 and they didn't buy any of it. 3) They are down-trading in the quality of their portfolio. They sold Costco in [----] to buy stuff"  
[X Link](https://x.com/joecarlsonshow/status/1873097869928087685)  2024-12-28T20:05Z 102.3K followers, 201.1K engagements


"Netflix is officially in the podcast game. Starting early [----] Netflix will be the exclusive home for the video versions of iHeartRadios top podcasts including The Breakfast Club My Favorite Murder Joe and Jada Dear Chelsea Bobbycast and This Is Important alongside a robust slate of additional shows. https://t.co/x2uqa3vFkm Starting early [----] Netflix will be the exclusive home for the video versions of iHeartRadios top podcasts including The Breakfast Club My Favorite Murder Joe and Jada Dear Chelsea Bobbycast and This Is Important alongside a robust slate of additional shows."  
[X Link](https://x.com/joecarlsonshow/status/2000976501509120282)  2025-12-16T17:09Z 102.3K followers, 54.2K engagements


"Just a FYI: If Paramount is successful in buying WBD they will have a debt to ebitda ratio of about [--]. That is scary. For reference anything above [--] is concerning at [--] that's terrifying. It means the company is totally swamped with debt and would have to make insane cuts to budget and costs just to survive it's huge interest payments. If Netflix buys WBD the debt to EBITDA will be less than [--]. Which means they can *easily* afford the deal easily make payments on the debt while still growing the industry and not concerning themselves with massive layoffs and budget cuts"  
[X Link](https://x.com/joecarlsonshow/status/2001379407882252496)  2025-12-17T19:50Z 102.3K followers, 96.4K engagements


"What stock are you researching this weekend"  
[X Link](https://x.com/joecarlsonshow/status/1961604144298692937)  2025-08-30T01:37Z 102.3K followers, 117.7K 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](https://x.com/joecarlsonshow/status/1998793692572954757)  2025-12-10T16:35Z 102.3K followers, 143K engagements

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