The Joseph Carlson Show

• Super Investors Are Buying Compounding Machines

  We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.

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  28:16
• Super Investors Are Buying These Stocks

  This is part 1 of the super investor 13f reviews.

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  33:29
• Why Everyone Is Selling Big Tech

  00:00 Intro02:43 Why Everyone Is Selling Big Tech16:46 Expedia & Booking Holdings17:50 Bill Ackman Buys Uber

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  28:20
• Big Tech Is About To Respond To DeepSeek (Earnings Preview)

  Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

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  36:07
• The Big Problem With The $500 Billion Bet On AI

  This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

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  34:17

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