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
Published on 1 month, 1 week ago
00:00 Overview
01:28 Google Earnings Analysis
35:26 Tesla Earnings Analysis
Published on 1 month, 1 week ago
00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer
Published on 1 month, 2 weeks ago
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 …
Published on 1 month, 3 weeks ago
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
Published on 1 month, 3 weeks ago
(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
Published on 1 month, 4 weeks ago
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 Cost…
Published on 2 months ago
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
Published on 2 months, 1 week ago
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…
Published on 2 months, 1 week ago
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
Published on 2 months, 2 weeks ago
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