00:00 Overview
04:48 Duolingo
09:20 Netflix
12:47 Amazon
14:42 S&P Global
16:22 Microsoft
18:49 Mastercard
20:33 Google
26:10 Costco
27:53 Intuit
29:32 Texas Roadhouse
31:12 Booking Holdings
33:22 Moody's
35:00 Salesforce
37:06 Equifax
39:22 ASML
00:00 Intro
01:55 Warren Buffett
06:00 Bill Ackman
11:21 Dev Kantesaria
15:30 Chris Hohn
18:00 AltaRock
20:00 Michael Burry
21:30 Terry Smith
24:30 ValueAct Capital
25:16 Tiger Global
00:00 Overview
01:00 Trimming Texas Roadhouse
07:00 AI Eating Software
20:00 Apple's Robotics Play
23:00 Perplexity Offers To Buy Chrome
26:50 Mark Mahaney On Duolingo
30:26 Amazon Pushes Into Grocery
33:30 Paramount Buys UFC
35:50 Qualtrim on Cable News
00:00 Overview
01:00 Duolingo Review
13:38 Responding To Comments
23:10 Texas Roadhouse
26:00 Uber and Waymo
00:00 Microsoft
14:20 Meta
22:40 S&P Global
25:00 FICO
30:00 Mastercard
31:30 Spotify
00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon
00:00 Overview
01:28 Google Earnings Analysis
35:26 Tesla Earnings Analysis
00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer
This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. The video also touches on broader themes such as the impact of AI on the tech sector, macroeconomic uncertainty, and geopolitical risks. The video concludes by encouraging viewers to subscribe for next week's earnings reports, which will include Google and Tesla.
00:00 Overview
01:00 Buying More Google Stock
13:34 Nvidia Hits 4 Trillion
14:22 Fundsmith Performance Review
18:50 FICO and VantageScore
20:40 Waymo TAM Expands
25:10 Sam Altman Interview
(00:00) Intro
(01:00) AI Investment Analysis
(21:00) Trump Tariffs Are Back
(23:50) Musk Starts A Political Party
(27:50) SharkNinja Innovation
00:00 Overview
04:40 Portfolio Update
09:20 New Amazon Thesis
22:09 Tom Lee Believes Markets Will Go higher
25:00 Mark Mahaney, Google Is Top Pick
30:20 Meta Poaching AI Employees
34:51 Lululemon Sues Costco
00:00 Why I Keep Buying Equifax
08:10 The US Bombs Iran, What Now
13:30 Tesla Robotaxi Launch
23:38 Zuckerberg Recruiting AI Talent
27:10 Hims Down -30%
28:57 Amazon Satellite Project
00:00 Google
06:08 Meta
07:37 Nvidia
09:40 Spotify
12:00 Apple
15:10 Mastercard / Visa
18:00 Amazon
19:25 MSCI
21:14 Uber
24:00 ASML
26:20 Adobe
29:00 Intuit
31:00 Equifax
32:45 Netflix
34:14 Tesla
36:10 Palantir
38:08 Lululemon
40:10 AMD
41:20 Costco
42:17 Booking Holdings
00:00 The US and Iran Situation
06:00 My Game Plan
13:50 Amazon CEO Says Fewer Employees
25:30 The Robotaxi Battle Heats Up
32:50 Sam Altman Microsoft & Meta Dispute
00:00 Introduction
02:50 Focusing On AI
05:00 ASML
08:20 Meta
09:26 Amazon
12:28 Intuit
14:40 Nvidia
15:50 Salesforce
19:10 Microsoft
19:50 Google
22:00 Oracle
23:03 Palantir
24:40 Brad Gerstner AI Thoughts
33:36 Meta Buys AI Company
34:30 Disney Sues AI Company
00:00 Intro
01:30 Must & Trump Ending
33:56 Jobs Report
35:00 LULU Stock Crashes
37:00 Amazon Is Making Human Robots
00:00 Introduction
01:30 Quatrim Plug
02:30 Portfolio Performance
08:00 Netflix Analysis
17:40 Amazon Analysis
26:51 Google Analysis
32:00 Microsoft Analysis
35:30 S&P Global Analysis
36:50 Meta Full AI Ads
40:40 Tom Lee Bull Market
00:00 Intro
02:20 FICO
16:20 Salesforce
20:30 ASML
23:34 Amazon
25:22 Google
00:00 intro
02:00 Google Declares War on ChatGPT
19:30 Elon Musk Robotaxi Interview
28:00 FICO Stock Price Falls
33:00 Klarna, The Fail Of The Week
