Joseph Carlson After Hours
A weekly YouTube show about stocks, news, and money. Joseph Carlson After Hours provides transparent, real investing commentary with actionable ideas and coverage concentrated on AI, semiconductors, large-cap growth, and selected value/quality opportunities.
Past bets that played out
Notable themes include caution about momentum concentration in AI/semiconductors and recommendations highlighting potential opportunity in lagging value/quality. Repeated coverage of ASML after a material earnings/guidance beat that raised longer-term capacity expectations; commentary noted the stock’s muted reaction after a prior ~+50% run. The author has expressed clear bullishness on Meta and recommended buying Netflix on weakness around earnings in prior coverage.
The piece argues that traditional value/quality buy-and-hold has been crowded out by momentum behavior concentrated in “AI stocks,” semiconductors, and memory; it highlights style dispersion (QQQ/AI-led outperformance) and warns that momentum works “until it isn’t,” implying elevated reversal/crash risk for crowded AI/semis and relative opportunity in lagging value/quality.
Content centers on ASML reporting a major earnings/guidance beat (revenue/EPS and gross margin above guidance; guidance raised materially; mentions added 30% to 2026 DUV immersive plan). Despite this, the stock reaction is flat after a strong prior run (~+50%), implying expectations were already priced in and “hype”/momentum may be fading near term even as fundamentals look strong long term. Mentions Netflix and Google as portfolio holdings but provides no new catalysts for them here.
Video-style promotional post claiming investors are being misled about Google stock; core actionable statement is that “Google is a secular short.” Also references “misinformation about Netflix,” but without a clear directional call or specific catalysts. Mostly marketing/disclaimer content; limited tradable details.
What this channel is watching now
Top focus tickers: ASML, META, Anthropic, NVDA. Coverage emphasizes semiconductors and AI exposure, assessing earnings and guidance, momentum risk, and relative opportunity in value/quality names.
Latest videos and market context
Recent pieces discuss ASML’s major beat and raised guidance, the outlook for an earnings week that includes banks and semiconductors (JPMorgan, Goldman Sachs, ASML, TSMC), and broader market commentary arguing that momentum-driven AI/semiconductor leadership may elevate reversal risk while creating openings for value/quality investors.
You're Being Lied To About Google Stock
Video-style promotional post claiming investors are being misled about Google stock; core actionable statement is that “Google is a secular short.” Also references “misinformation about Netflix,” but without a clear directional call or specific catalysts. Mostly marketing/disclaimer content; limited tradable details.
Has The Hype Finally Ended?
Content centers on ASML reporting a major earnings/guidance beat (revenue/EPS and gross margin above guidance; guidance raised materially; mentions added 30% to 2026 DUV immersive plan). Despite this, the stock reaction is flat after a strong prior run (~+50%), implying expectations were already priced in and “hype”/momentum may be fading near term even as fundamentals look strong long term. Mentions Netflix and Google as portfolio holdings but provides no new catalysts for them here.
Prepare For The Earnings Week Ahead
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
Value Investing Has Finally Died
The piece argues that traditional value/quality buy-and-hold has been crowded out by momentum behavior concentrated in “AI stocks,” semiconductors, and memory; it highlights style dispersion (QQQ/AI-led outperformance) and warns that momentum works “until it isn’t,” implying elevated reversal/crash risk for crowded AI/semis and relative opportunity in lagging value/quality.
Proof-backed call history
The channel consistently publishes weekly analysis on macro, earnings, and stock selection with a track record of 113 documented recommendations (97 evaluated), a win rate of 32.67%, and an average evaluated return of -1.46%. Top-covered tickers historically include META, ASML, NVDA, and MSFT.
Video-style promotional post claiming investors are being misled about Google stock; core actionable statement is that “Google is a secular short.” Also references “misinformation about Netflix,” but without a clear directional call or specific catalysts. Mostly marketing/disclaimer content; limited tradable details.
Video-style promotional post claiming investors are being misled about Google stock; core actionable statement is that “Google is a secular short.” Also references “misinformation about Netflix,” but without a clear directional call or specific catalysts. Mostly marketing/disclaimer content; limited tradable details.
Content centers on ASML reporting a major earnings/guidance beat (revenue/EPS and gross margin above guidance; guidance raised materially; mentions added 30% to 2026 DUV immersive plan). Despite this, the stock reaction is flat after a strong prior run (~+50%), implying expectations were already priced in and “hype”/momentum may be fading near term even as fundamentals look strong long term. Mentions Netflix and Google as portfolio holdings but provides no new catalysts for them here.
Content centers on ASML reporting a major earnings/guidance beat (revenue/EPS and gross margin above guidance; guidance raised materially; mentions added 30% to 2026 DUV immersive plan). Despite this, the stock reaction is flat after a strong prior run (~+50%), implying expectations were already priced in and “hype”/momentum may be fading near term even as fundamentals look strong long term. Mentions Netflix and Google as portfolio holdings but provides no new catalysts for them here.
...trimming and earnings week, we do have some massive here. It's 100 pages plus long. But if then they're buying Warner Brothers involved in a monthslong campaign to steal Apple trade secrets. A have no interest in stealing trade theft of IP to put OpenAI in a legal jail for as long as possible, making it hardware for as long as possible, that's purgatory for as long as possible. Now, it's Elizabeth Warren or AOC or Mandani saying, "Homeboy, you're the one selling public market investors on sho
...or all these different AI companies. So I created something that I think will help frame this. This is the motivation framework. If we look at all the big AI companies that have their own models, we have uh Metahare, Google, Amazon, OpenAI, and Anthropic. These are the ones that we can include. There's other ones as well, but these are are five that I think are are the most meaningful here. When we look at this, I think it's important to understand where their motivations lie. They have diffe
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.
About this channel
Joseph Carlson After Hours is a YouTube show about stocks, news, and money, offering transparent investing commentary and trade ideas each week. Content blends earnings coverage, thematic research on AI and semiconductors, and actionable suggestions for viewers to follow along.
This is a show about stocks, news, and money. We show real investing with complete transparency every single week. Follow along for free.
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