Here’s Why Stocks Are Surging Today

Here’s Why Stocks Are Surging Today Here’s Why Stocks Are Surging Today 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 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 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, the Strait of Hormuz is open. Pete Hegseth says that this was a decisive victory. Trump is saying that there's a two-week ceasefire. The Vice President saying it's fragile. So what's going on? We're gonna be breaking down this breaking news. We'll be going over all of it. We'll try to put all of this in context. Stocks are also going nuts. We have companies like Google and Meta up over 3%. My portfolio is moving $30,000, $40,000 in a single day. We'll be looking at what's going on with all these different stocks and what to do now as an investor. There's this in-depth write-up about Sam Altman going over his personality and many of the weird things that Sam Altman does. I'll be highlighting the craziest excerpts from this write-up about Sam Altman. And then we also have a fail of the week follow-up. This time it's the McDonald's CEO that had that viral video of him reviewing the burger, the product. This is his response to it. We'll be looking at what he says. I'll also be responding to some of the comments left on my previous episode. Ones like this where this European says that he feels offended. He says that I should apologize. We'll be looking at this comment. I'll be addressing it as well as many others. And we start off today with the market. It is blindingly green today. Almost everything is in the green to varying amounts. My portfolio is up a lot. It's up around $30,000 to $40,000. If we look at that in percentage terms, we're up 2.9% in the passive income portfolio. The best way to visualize how stocks are moving today is with the dip finder. This shows you exactly how these stocks are trading visually from left to right. The biggest gainers of the day to the biggest losers. On the left, we have ASML up 6.72%, which is just crazy. Now, I love ASML. It's one of my favorite companies. It really has become one of my favorite companies. Not only because the stock is just a rocket. It's done so well. But also the technology is amazing. The people behind it are brilliant. The engineers working there, the people working there, they're just the smartest in the world. When I look at it, it's up 116%. So this one has just been a great position. It's now a $120,000 position. And ASML earned this. It's grown into this big of a position. So I still hold this one, even though it's up 20% year-to-date, even though it's up nearly 7% today, I'm still going to hold on to it. Texas Roadhouse is having a nice jump today, up 4.8%. We have Moody's big move. These are all above 3%. Moody's is up 3.7%, Amazon up 3.34%, Google up 3.32%, Meta up 3.3%. These are all big holdings moving up dramatically. When we get to the right side here, we get to the ones that are up a little bit less. Costco, not doing much. Netflix, not doing much. Microsoft only up a little bit. I'm surprised Microsoft isn't up more. That one has been really sold down. And then on the very right, we have the two losers, Duolingo and Intuit, getting no love. Both of them in the red. So no one likes either of these companies right now. So this is a massive day in the portfolio, and it should be for years if you own many of these companies. You should see a big move up today. And if it holds, this will be a massive recovery from March 30th. That was the low so far this year. If you bought that dip or if you were one of the investors that remained bullish, you're enjoying a nice recovery here. And why is all of this happening? Well, because of the two-week ceasefire that has been announced. President Trump said that he has agreed to suspend planned attacks on the Iranian infrastructure for two weeks, backing off his shocking threats to immediately order the destruction of Iran's whole civilization. So this is Trump. This is what we just have to deal with. One moment, he's saying that he's going to destroy an entire civilization. Like he's really posting that on X, which is just crazy. And then a minute later, he's saying, oh, we agreed to a ceasefire. It's very difficult to follow. It's rattling. But either way, this is where we're at. We went from total annihilation of an entire civilization to agreed upon ceasefire for two weeks in a matter of seemingly, it felt like minutes between these. It said that subject to the Islamic Republic of Iran agreeing to complete, immediate and safe opening of the Strait of Hormuz. Trump wrote that they have a 10-point proposal from Iran, and it's on a workable basis to negotiate with. So it's starting to feel more like we're working towards a solution and a long-term ceasefire rather than an ongoing war. And that's why investors are getting excited again. Trump is also threatened to tariff any country that's supplying Iran with military weapons. He says, quote, a country supplying military weapons to Iran will be immediately tariffed of any and all goods sold to the United States of America by 50% effective immediately. There will be no exclusions or exemptions. So we have so far this cea

ASML Holding N.V.

Here’s Why Stocks Are Surging Today Here’s Why Stocks Are Surging Today 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 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 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, the Strait of Hormuz is open. Pete Hegseth says that this was a decisive victory. Trump is saying that there's a two-week ceasefire. The Vice President saying it's fragile. So what's going on? We're gonna be breaking down this breaking news. We'll be going over all of it. We'll try to put all of this in context. Stocks are also going nuts. We have companies like Google and Meta up over 3%. My portfolio is moving $30,000, $40,000 in a single day. We'll be looking at what's going on with all these different stocks and what to do now as an investor. There's this in-depth write-up about Sam Altman going over his personality and many of the weird things that Sam Altman does. I'll be highlighting the craziest excerpts from this write-up about Sam Altman. And then we also have a fail of the week follow-up. This time it's the McDonald's CEO that had that viral video of him reviewing the burger, the product. This is his response to it. We'll be looking at what he says. I'll also be responding to some of the comments left on my previous episode. Ones like this where this European says that he feels offended. He says that I should apologize. We'll be looking at this comment. I'll be addressing it as well as many others. And we start off today with the market. It is blindingly green today. Almost everything is in the green to varying amounts. My portfolio is up a lot. It's up around $30,000 to $40,000. If we look at that in percentage terms, we're up 2.9% in the passive income portfolio. The best way to visualize how stocks are moving today is with the dip finder. This shows you exactly how these stocks are trading visually from left to right. The biggest gainers of the day to the biggest losers. On the left, we have ASML up 6.72%, which is just crazy. Now, I love ASML. It's one of my favorite companies. It really has become one of my favorite companies. Not only because the stock is just a rocket. It's done so well. But also the technology is amazing. The people behind it are brilliant. The engineers working there, the people working there, they're just the smartest in the world. When I look at it, it's up 116%. So this one has just been a great position. It's now a $120,000 position. And ASML earned this. It's grown into this big of a position. So I still hold this one, even though it's up 20% year-to-date, even though it's up nearly 7% today, I'm still going to hold on to it. Texas Roadhouse is having a nice jump today, up 4.8%. We have Moody's big move. These are all above 3%. Moody's is up 3.7%, Amazon up 3.34%, Google up 3.32%, Meta up 3.3%. These are all big holdings moving up dramatically. When we get to the right side here, we get to the ones that are up a little bit less. Costco, not doing much. Netflix, not doing much. Microsoft only up a little bit. I'm surprised Microsoft isn't up more. That one has been really sold down. And then on the very right, we have the two losers, Duolingo and Intuit, getting no love. Both of them in the red. So no one likes either of these companies right now. So this is a massive day in the portfolio, and it should be for years if you own many of these companies. You should see a big move up today. And if it holds, this will be a massive recovery from March 30th. That was the low so far this year. If you bought that dip or if you were one of the investors that remained bullish, you're enjoying a nice recovery here. And why is all of this happening? Well, because of the two-week ceasefire that has been announced. President Trump said that he has agreed to suspend planned attacks on the Iranian infrastructure for two weeks, backing off his shocking threats to immediately order the destruction of Iran's whole civilization. So this is Trump. This is what we just have to deal with. One moment, he's saying that he's going to destroy an entire civilization. Like he's really posting that on X, which is just crazy. And then a minute later, he's saying, oh, we agreed to a ceasefire. It's very difficult to follow. It's rattling. But either way, this is where we're at. We went from total annihilation of an entire civilization to agreed upon ceasefire for two weeks in a matter of seemingly, it felt like minutes between these. It said that subject to the Islamic Republic of Iran agreeing to complete, immediate and safe opening of the Strait of Hormuz. Trump wrote that they have a 10-point proposal from Iran, and it's on a workable basis to negotiate with. So it's starting to feel more like we're working towards a solution and a long-term ceasefire rather than an ongoing war. And that's why investors are getting excited again. Trump is also threatened to tariff any country that's supplying Iran with military weapons. He says, quote, a country supplying military weapons to Iran will be immediately tariffed of any and all goods sold to the United States of America by 50% effective immediately. There will be no exclusions or exemptions. So we have so far this cea

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.