Here’s Why Stocks Are Going Crazy

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Here’s Why Stocks Are Going Crazy Here’s Why Stocks Are Going Crazy Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Stocks Surge 11:40 Buffett On The Market 13:00 Fail Of The Week: Child Affordability Study 21:57 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. Today on the Joseph Carlson show, we've had a massive market rally over the past couple of days. My portfolio is up around $65,000 in just two days. I'll be showing you what's going on, what stocks are surging, and the reason why. We also have this debate going on, the debate over Iran. The video that I made two days ago has over 1,000 comments, the overwhelming majority of them are vastly negative on the situation, people explaining how dire it is, how the market's going to fall further. We also have people like Mohammad El-Erian on this train as well. He went on to CNBC a day ago and had a viral interview where he explained how bad the situation is. This, of course, makes investing very difficult when you believe we're going down a bad path, but we're going to be looking at it. We'll be going over the situation in this video as well. We also have an interview with Warren Buffett. He appeared on CNBC to give his thoughts on the current market, and then we have another fail of the week, which in this case is a study conducted by LendingTree. This was a study that was cited on The View by Sunny. It says that basically kids are unaffordable. You have to make, in fact, $400,000 to afford having kids, to be able to actually pay for them and live comfortably. We'll be going over this study and the reason that it's the fail of the week. Now, before we jump in, just a mention, we have companies like Netflix always raising prices. We have FICO raising prices. We have fast food raising prices. You know what's not raising prices? Qualtrim. It's the same price that it's been for years. It's $10 a month with a seven-day free trial, or you can try out the annual plan for only $99 per year. Qualtrim is easy to use. It makes investing fun. You can click on any company. You can see tons of information about it. The whole focus of Qualtrim is to give you clean, consistent signal without all the noise. So try it out today, risk-free. You get a seven-day free trial before paying a dime. I think you'll love it. Now, yesterday, we had one of the biggest rallies that I've seen. Overall, the indices were blindingly green. It was just a vibrant green across the board. Almost every company was in the green. In fact, if we look at how my stocks are trading, we can look at the past five days here. We have Meta that's up 8.29% in five days. Meta went from a massive loser, like minus $40,000, now to minus $26,000. That happened in two days. Now, I'm still in the red on this one, so I'm not out of the weeds yet, but this is a massive move in the right direction. Like I've reemphasized many times, I think every buy that I've done of Meta so far will end up being a good buy. I think eventually all of them will go back into the green. Meta is the single biggest contributor to my recovery over the past couple of days. When we look at Google, even Google's up 6.45% in the past five days. Google's up to $40,000 of gains in the passive income portfolio. In the story fund, we have $41,000 of gains. So roughly 80 between the two. Really good days for Google. Then we have ASML up 5%. ASML is such an absolute beast of a company. It really is incredible what they're doing. It has no one else that's really competing at the level that they're at. This one is a $120,000 position, $57,000 in the green. And then we have many other. S&P Global up 4%, Amazon up 3%, Microsoft up 3%, Moody's up 2.5%, and so on. So this was a massive two-day surge. And my portfolio alone, this is around $65,000 of gains in just the past couple of days. But what happened? What caused this? Has anything meaningfully changed in the news? President Trump said that the U.S. was set to leave Iran in two to three weeks and that it doesn't need a deal for that to happen. And he is set to give an important update later tonight. So the reason that investors are clamoring back into the markets today and rebuying all the companies they just sold was because the president said something. He said that the war might end in a couple of weeks, which would, of course, be good news for the markets. But we look at this and we see that not everyone's convinced. We have people now brought on to CNBC like Mohammed El-Erian. Mohammed is a chief economic advisor. CNBC typically brings him on when things are going bad, when things are happening. And he gives his take on the outlook. And this video, like many of them that are striking and bearish and concerning, it went viral. It has over 100,000 views. Let's go ahead and just take a listen to his predictions. All these tipping points that are being triggered in the war. I must say I'm more worried than the average. I'm more worried than the average because of the dynamics of the war. It's an asymmetrical war. You have three parties, now four parties, all of whom believe they're winning, which makes it very hard to end this war. And the U.S. is the only one that can declare victory but can't impose outcomes. And I also look at the economy and I'm star

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.

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 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.

The provided text is essentially a video description (“9 Best Stocks To Buy In July”) plus platform/affiliate links and disclaimers. It does not include the actual 9 stocks, any tickers, or any concrete arguments beyond vague references to “Market Dynamics,” “Tom Lee on July strength,” and “Fail of the Week: Michael Saylor.” As-is, it’s not directly tradable because there are no identifiable securities or specific catalysts described.

Video promo centered on Jeremy Grantham-style crash call (stocks -70%), a segment on Zuckerberg discussing Meta spending, and a “fail of the week” about Polen Capital. The provided text contains little concrete, testable data beyond a broad bearish macro prediction and a Meta capex/spend discussion cue.

Only a title/body line (“The AI Boom Is Starting To Crack”) with no supporting details, drivers, time frame, or referenced companies/sectors. Not actionable as-is.

The provided source contains only a title/body stating “I Just Bought Two NEW Stocks” with no tickers, rationale, timing, or market context. There is insufficient information to extract tradable ideas or market theses.