Don’t Make This Huge Mistake

Don’t Make This Huge Mistake Don’t Make This Huge Mistake Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Join Here: https://www.qualtrim.com/ 📚 My favorite Investing Books: https://amzn.to/3KwyIhG 📷 All the tech I use to record videos: https://www.amazon.com/shop/josephcarlson/list/2L5YMP4DFYA8O?ref_=cm_sw_r_cp_ud_aipsflist_aipsfjosephcarlson_FAKKKMYKF486ZR6H2DSQ 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🎥 More free content: https://www.youtube.com/channel/UCbta0n8i6Rljh0obO7HzG9A 🐦 I post random thoughts on Twitter too: https://twitter.com/joecarlsonshow DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances. Welcome back everyone, today on the Joseph Carlson Show, even though our portfolios are getting crushed, if yours is anything like mine, it's been a tough year, especially for tech investors and growth investors. The war with Iran continues on, we don't know when it's going to end. We have issues with increasing oil prices, and now even hedge funds are calling it quits. They're capitulating. But I believe that today actually represents one of the best times to buy stocks, right now, and the data supports it. I'll be making the argument with an array of data, a lot to back this up, of why right now is the best time to buy. We'll be looking over all of it in this episode. Now, of course, we have a lot of other news to get into as well. Remember Sora, the video model from OpenAI? It made all of these goofy memes and AI slop. Now it's gone. We're going to be looking over why this is one of the most significant product missteps that big companies ever made. Now, of course, we have the news, you've probably heard that Netflix is raising their prices once again. And with this news of every single price increase from Netflix, we also have, conveniently, the fail of the week, which again is Elizabeth Warren. This may be the third or fourth time she's been highlighted as a fail of the week. But she again has taken to Twitter to complain about Netflix raising prices. Now, while there's nothing wrong with complaining about a price increase, I believe that this one is unwarranted. I believe it's unjustified. When you look at the data, I believe that there's good reason that Netflix deserves to raise prices. We'll be looking at it. And then finally, we're going to be doing a little Q&A this video. I have picked out a number of comments from previous videos, and we'll be going over these comments and I'll be answering some of your questions and criticisms. Now we start things off of why I believe today is the best time to buy. And there is a lot of data to support this. But before we go into that, I just want to show the damage very transparently that's been done to my portfolio and to my stocks over the past six or seven weeks. I show you my portfolio transparently because I'm an investor, just like you. And I show you both when stocks go up, when I'm celebrating, when companies are hitting all time highs, as well as when they're going down. In 2026, stocks are going down. Now, even though it looks devastating, it looks very scary to see numbers go down and companies enter into the red. I felt the same thing in COVID. I saw stocks go down then. I felt the same thing in April of 2025. I saw a lot of stocks go down then. And in every case, owning great companies typically works out well in the end. So keep that in mind when we look at this. My portfolio is now down roughly $100,000 from the start of the year. The gains are still $237,000. But based on this year, they continue to go down. When we look at the biggest losses, one of them is in Meta, a new position that I continue to buy. I just bought $4,000 more of Meta on Friday. So I continue to add to this position. I'll continue to add more. I'm fine with having Meta be an oversized position. And I'm fine having this company in the red. It's currently down $37,000. Now, it's not unusual for a company that I invest in new to go down. Because typically, I'm buying companies that are out of good sentiment. These are companies that investors are now soured on. That's when I like to buy in. And that means that they typically go down a little bit after you buy. There's very few cases where I've perfectly timed the bottom. That's happened a couple times, but it's unusual. In most cases, I buy a little too early or a little too late. In this case, I'm buying Meta a little too early. But I'll continue to add to this position as it falls. Because I believe that every single buy that I've done in Meta at every price point that I've bought it will end up making gains. All of them. We have ASML. This one's still doing well. This one's actually held up really well this year. Google's held up really well. Microsoft has been gutted this year. Another quality company going down. Looking at the rest of the portfolio, it doesn't really matter how the company is doing, how fast the revenue growth, how fast the earnings growth is. The narrative has taken over. All these companies are down. MasterCard's down. S&P Global's down. Intuit, Moody's, you name it. These companies have traded down this year. Costco has continued to hold up well. In the consumer category, we have Texas Roadhouse. This one has also come down a little bit, but it's held up relatively well. When we switch over to the story fund, it's the same story here. Lots of stocks selling off. It doesn't really matter how their business is doing fundamentally. It doesn't matter much with the fundamentals. Amazon is down. Netflix is doing okay. Google, again, is holding up. Microsoft is down big. S&P Global is down big. And Duolingo

Don’t Make This Huge Mistake Don’t Make This Huge Mistake Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Join Here: https://www.qualtrim.com/ 📚 My favorite Investing Books: https://amzn.to/3KwyIhG 📷 All the tech I use to record videos: https://www.amazon.com/shop/josephcarlson/list/2L5YMP4DFYA8O?ref_=cm_sw_r_cp_ud_aipsflist_aipsfjosephcarlson_FAKKKMYKF486ZR6H2DSQ 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🎥 More free content: https://www.youtube.com/channel/UCbta0n8i6Rljh0obO7HzG9A 🐦 I post random thoughts on Twitter too: https://twitter.com/joecarlsonshow DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances. Welcome back everyone, today on the Joseph Carlson Show, even though our portfolios are getting crushed, if yours is anything like mine, it's been a tough year, especially for tech investors and growth investors. The war with Iran continues on, we don't know when it's going to end. We have issues with increasing oil prices, and now even hedge funds are calling it quits. They're capitulating. But I believe that today actually represents one of the best times to buy stocks, right now, and the data supports it. I'll be making the argument with an array of data, a lot to back this up, of why right now is the best time to buy. We'll be looking over all of it in this episode. Now, of course, we have a lot of other news to get into as well. Remember Sora, the video model from OpenAI? It made all of these goofy memes and AI slop. Now it's gone. We're going to be looking over why this is one of the most significant product missteps that big companies ever made. Now, of course, we have the news, you've probably heard that Netflix is raising their prices once again. And with this news of every single price increase from Netflix, we also have, conveniently, the fail of the week, which again is Elizabeth Warren. This may be the third or fourth time she's been highlighted as a fail of the week. But she again has taken to Twitter to complain about Netflix raising prices. Now, while there's nothing wrong with complaining about a price increase, I believe that this one is unwarranted. I believe it's unjustified. When you look at the data, I believe that there's good reason that Netflix deserves to raise prices. We'll be looking at it. And then finally, we're going to be doing a little Q&A this video. I have picked out a number of comments from previous videos, and we'll be going over these comments and I'll be answering some of your questions and criticisms. Now we start things off of why I believe today is the best time to buy. And there is a lot of data to support this. But before we go into that, I just want to show the damage very transparently that's been done to my portfolio and to my stocks over the past six or seven weeks. I show you my portfolio transparently because I'm an investor, just like you. And I show you both when stocks go up, when I'm celebrating, when companies are hitting all time highs, as well as when they're going down. In 2026, stocks are going down. Now, even though it looks devastating, it looks very scary to see numbers go down and companies enter into the red. I felt the same thing in COVID. I saw stocks go down then. I felt the same thing in April of 2025. I saw a lot of stocks go down then. And in every case, owning great companies typically works out well in the end. So keep that in mind when we look at this. My portfolio is now down roughly $100,000 from the start of the year. The gains are still $237,000. But based on this year, they continue to go down. When we look at the biggest losses, one of them is in Meta, a new position that I continue to buy. I just bought $4,000 more of Meta on Friday. So I continue to add to this position. I'll continue to add more. I'm fine with having Meta be an oversized position. And I'm fine having this company in the red. It's currently down $37,000. Now, it's not unusual for a company that I invest in new to go down. Because typically, I'm buying companies that are out of good sentiment. These are companies that investors are now soured on. That's when I like to buy in. And that means that they typically go down a little bit after you buy. There's very few cases where I've perfectly timed the bottom. That's happened a couple times, but it's unusual. In most cases, I buy a little too early or a little too late. In this case, I'm buying Meta a little too early. But I'll continue to add to this position as it falls. Because I believe that every single buy that I've done in Meta at every price point that I've bought it will end up making gains. All of them. We have ASML. This one's still doing well. This one's actually held up really well this year. Google's held up really well. Microsoft has been gutted this year. Another quality company going down. Looking at the rest of the portfolio, it doesn't really matter how the company is doing, how fast the revenue growth, how fast the earnings growth is. The narrative has taken over. All these companies are down. MasterCard's down. S&P Global's down. Intuit, Moody's, you name it. These companies have traded down this year. Costco has continued to hold up well. In the consumer category, we have Texas Roadhouse. This one has also come down a little bit, but it's held up relatively well. When we switch over to the story fund, it's the same story here. Lots of stocks selling off. It doesn't really matter how their business is doing fundamentally. It doesn't matter much with the fundamentals. Amazon is down. Netflix is doing okay. Google, again, is holding up. Microsoft is down big. S&P Global is down big. And Duolingo

ASML Holding N.V.

Don’t Make This Huge Mistake Don’t Make This Huge Mistake Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Join Here: https://www.qualtrim.com/ 📚 My favorite Investing Books: https://amzn.to/3KwyIhG 📷 All the tech I use to record videos: https://www.amazon.com/shop/josephcarlson/list/2L5YMP4DFYA8O?ref_=cm_sw_r_cp_ud_aipsflist_aipsfjosephcarlson_FAKKKMYKF486ZR6H2DSQ 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🎥 More free content: https://www.youtube.com/channel/UCbta0n8i6Rljh0obO7HzG9A 🐦 I post random thoughts on Twitter too: https://twitter.com/joecarlsonshow DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances. Welcome back everyone, today on the Joseph Carlson Show, even though our portfolios are getting crushed, if yours is anything like mine, it's been a tough year, especially for tech investors and growth investors. The war with Iran continues on, we don't know when it's going to end. We have issues with increasing oil prices, and now even hedge funds are calling it quits. They're capitulating. But I believe that today actually represents one of the best times to buy stocks, right now, and the data supports it. I'll be making the argument with an array of data, a lot to back this up, of why right now is the best time to buy. We'll be looking over all of it in this episode. Now, of course, we have a lot of other news to get into as well. Remember Sora, the video model from OpenAI? It made all of these goofy memes and AI slop. Now it's gone. We're going to be looking over why this is one of the most significant product missteps that big companies ever made. Now, of course, we have the news, you've probably heard that Netflix is raising their prices once again. And with this news of every single price increase from Netflix, we also have, conveniently, the fail of the week, which again is Elizabeth Warren. This may be the third or fourth time she's been highlighted as a fail of the week. But she again has taken to Twitter to complain about Netflix raising prices. Now, while there's nothing wrong with complaining about a price increase, I believe that this one is unwarranted. I believe it's unjustified. When you look at the data, I believe that there's good reason that Netflix deserves to raise prices. We'll be looking at it. And then finally, we're going to be doing a little Q&A this video. I have picked out a number of comments from previous videos, and we'll be going over these comments and I'll be answering some of your questions and criticisms. Now we start things off of why I believe today is the best time to buy. And there is a lot of data to support this. But before we go into that, I just want to show the damage very transparently that's been done to my portfolio and to my stocks over the past six or seven weeks. I show you my portfolio transparently because I'm an investor, just like you. And I show you both when stocks go up, when I'm celebrating, when companies are hitting all time highs, as well as when they're going down. In 2026, stocks are going down. Now, even though it looks devastating, it looks very scary to see numbers go down and companies enter into the red. I felt the same thing in COVID. I saw stocks go down then. I felt the same thing in April of 2025. I saw a lot of stocks go down then. And in every case, owning great companies typically works out well in the end. So keep that in mind when we look at this. My portfolio is now down roughly $100,000 from the start of the year. The gains are still $237,000. But based on this year, they continue to go down. When we look at the biggest losses, one of them is in Meta, a new position that I continue to buy. I just bought $4,000 more of Meta on Friday. So I continue to add to this position. I'll continue to add more. I'm fine with having Meta be an oversized position. And I'm fine having this company in the red. It's currently down $37,000. Now, it's not unusual for a company that I invest in new to go down. Because typically, I'm buying companies that are out of good sentiment. These are companies that investors are now soured on. That's when I like to buy in. And that means that they typically go down a little bit after you buy. There's very few cases where I've perfectly timed the bottom. That's happened a couple times, but it's unusual. In most cases, I buy a little too early or a little too late. In this case, I'm buying Meta a little too early. But I'll continue to add to this position as it falls. Because I believe that every single buy that I've done in Meta at every price point that I've bought it will end up making gains. All of them. We have ASML. This one's still doing well. This one's actually held up really well this year. Google's held up really well. Microsoft has been gutted this year. Another quality company going down. Looking at the rest of the portfolio, it doesn't really matter how the company is doing, how fast the revenue growth, how fast the earnings growth is. The narrative has taken over. All these companies are down. MasterCard's down. S&P Global's down. Intuit, Moody's, you name it. These companies have traded down this year. Costco has continued to hold up well. In the consumer category, we have Texas Roadhouse. This one has also come down a little bit, but it's held up relatively well. When we switch over to the story fund, it's the same story here. Lots of stocks selling off. It doesn't really matter how their business is doing fundamentally. It doesn't matter much with the fundamentals. Amazon is down. Netflix is doing okay. Google, again, is holding up. Microsoft is down big. S&P Global is down big. And Duolingo

The source is a lightly edited transcript about buying “undervalued” stocks within a core/satellite portfolio. It explicitly calls out several large-cap tickers with mostly “buy” ratings (ASML, SPGI, MA, TXRH, plus mentions of MSFT/AMZN as buy candidates depending on entry), and one explicit non-buy due to valuation (COST). Actionability is moderate because it lacks specific catalysts, price levels, or timing rules beyond “lower end of 52-week range/valuation range.”

The source contains only the title/body phrase “Google Is Fooling Everyone” with no supporting details, catalysts, timeframe, or specific claims. It is not actionable as-is.

The source lays out a 5-year portfolio concept focused on “sellers into AI scarcity” (semicap equipment, foundry capacity, HBM memory) versus “buyers of AI.” It argues scarcity-phase suppliers have the best near/mid-term setup, with ASML positioned as a more “durable seller” due to long-lived tool installs. Mentions owning ASML and cites TSMC, Nvidia ecosystem demand, and HBM suppliers (Micron, SK Hynix).

The source provides only a title/body (“This Is The Craziest IPO Ever”) with no details on the company, ticker, exchange, valuation, sector, timing, or deal terms. There is insufficient information to form a specific, tradable thesis or identify affected tickers.

Super Investors Are Buying AI Stocks Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations.

The source is a garbled stock-pick/long-term-compounding pitch arguing that a handful of dominant platform companies are worth buying today. Clear actionable names are Alphabet/Google, Amazon, and Uber. The cited positives are YouTube/YouTube TV gaining TV watch-time share, Google Cloud growth/backlog, AWS scale and cloud/AI momentum, and Uber’s 18% trailing revenue growth plus accelerating buybacks. The source is moderately actionable as a directional long-term idea list, but it lacks valuation, exact prices, timing, and complete details for all seven companies.

The item only states that an unnamed “best investor in the world” sold Microsoft, with no source, filing date, position size, valuation rationale, or confirmation. This is a very low-actionability sentiment headline. The only clearly implicated tradable ticker is Microsoft (MSFT), potentially negatively affected if the sale is confirmed and perceived as meaningful.

Garbled transcript of a bullish investment commentary arguing that analysts underestimated Alphabet/Google. The speaker cites recurring earnings evidence, YouTube’s strength on TV, Google Cloud backlog/RPO growth, and broader hyperscaler revenue acceleration as validation that AI/cloud capex is producing revenue. Amazon/AWS and Microsoft are also mentioned positively, though Microsoft’s higher forward P/E is framed as less attractive than cheaper peers. Actionability is moderate-low because the source lacks clean figures, dates, entry levels, and risk controls.