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
00:00 Overview
02:00 OpenAI Releases AI Browser
13:10 Salesforce Stock Surge
15:00 Equifax Earnings
18:45 Warner Bros Sale
21:50 Netflix Future
23:15 Fail Of The Week: Amazon
00:00 Overview
02:00 New Buys Today
14:30 Salesforce Dreamforce
16:50 Sundar Pichai Interview
27:30 Fail Of The Week (Grant Cardon)
00:00 Overview
02:00 ASML Earnings
14:35 Brad Gerstner on AI Bubble
25:30 Agentic Commerce
28:00 Waymo Expansion
28:50 Salesforce OpenAI Deal
00:00 Introduction
02:00 Top 5 AI Winners
21:30 Broadcom OpenAI Deal
24:30 Tom Lee Remains Nvidia vs Costco
23:30 Fail Of The Week
00:00 Overview
02:00 AMD Open AI Deal
11:40 The 1999 Stock Bubble Is Here
15:30 Portfolio Construction
AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.
- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction
Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.
The market is getting overvalued. We look at five high quality stocks that are still a deal.
00:00 Overview
02:00 AI Capex Warning
13:22 Costco Earnings Report
18:50 Tia Lopez RadioShack Scheme
24:00 Duolingo Chess