00:00 Introduction
02:00 Blueprint to $1 million Portfolio
19:20 Waymo Causes Roadblock
23:32 Fail Of The Week: losing Everything
00:00 Overview
02:46 Paramount Was Denied
19:45 Tom Lee Is Bearish
21:17 Mark Mahaney on Google In 2026
24:11 Netflix Is Now In Podcasts
25:38 Fail Of The Week: Director Tricks Netflix
00:00 Overview
03:00 2025 picks
05:00 Amazon
09:00 Bristol Myers Squibb
11:00 Comcast
14:00 Exxon Mobile
15:00 Fairfax Financial
16:50 Flutter Entertainment
18:33 Madison Square Garden
21:04 Visa
22:57 SL Green Realty
24:34 Disney
26:21 Disney Deal with OpenAI
32:00 Google Goes After Zillow
35:00 Fail Of The Week: Elizabeth Warren
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 450,000 Rides Per Week
29:00 Investors Are Turning Away From AI Stocks
00:00 Overview
03:00 Mastercard
08:00 Meta
10:24 Adobe
14:20 Amazon
15:02 Duolingo
17:03 Nvidia
18:25 Salesforce
19:25 Google
21:05 Microsoft
21:25 Uber
22:50 Netflix
26:00 Tesla
28:10 Palantir
29:50 ASML
31:30 Paramount Hostile Bid
40:50 Fail Of The Week: Waymo vs Kitkat
What does this mean? We review it in this episode.
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
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
00:00 Introduction
02:00 Ray Dalio & Michael Burry Bubble Talk
18:29 Google Stock Goes Up 6%
23:28 I Bought More Mastercard & Sold Booking Holdings
18:17 My Favorite Things
00:00 Introduction
02:50 Google Hits $300
08:00 Why Mastercard Is Misunderstood
22:23 Nvidia Earnings
26:50 Win Of The Week
Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.
00:00 Amazon Catalysts
13:00 5 Stocks Worth Considering
30:03 Tom Lee & Dan Ives On Market Sell Off
33:38 Netflix Party games
35:12 Fail Of The Week: Michael Saylor
00:00 Michael Burry Short Position
26:59 Mark Mahaney Top 3 Stock Picks
35:43 Waymo Expands To Freeway
37:30 Fail Of The Week - Admitting Your Fraud
00:00 Overview
03:00 Don't Miss The Opportunity
18:20 Visa & Mastercard Settle
22:50 $2,000 Dividend Stimulus
25:19 Gene Munster Apple Call
28:00 Dan Ives Meta Table Pounder
29:20 Mark Mahaney on Duolingo & Uber
32:50 Fail Of The Week - Employees Harass HR
00:00 Overview
04:00 Duolingo Reaction
36:00 Google TPU Advancement
38:00 Fail Of The Week Chipotle
00:00 Introduction
03:04 Meta's Issue with Capex
08:35 Salesforce & Adobe Fundamentals vs Sentiment
12:00 S&P Global & Equifax Catalysts Ahead
15:36 Netflix's Underappreciated Financial Strength
22:29 Uber CEO On It's Future
26:00 Amazon Sues Perplexity
00:00 Overview
02:00 Palantir
06:00 Shopify
08:30 Uber
13:50 Spotify
15:57 AMD
17:34 FICO
18:15 Duolingo
26:40 Texas Roadhouse
28:55 Tom Lee Case For The Bull Market
32:54 Amazon OpenAI Deal
34:07 Fail Of The Week: Sam Altman
Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.
Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.
00:00 Overview
01:44 Netflix Earnings
08:00 Tesla Earnings
13:45 Amazon Replacing 600,000 Jobs
22:40 Fail Of The Week: NBA Coach Bets His Life