Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big.

Plus:

• A surprising twist involving an “AI-powered” shopping app (really powered by humans) 👀

• A look at clashing market views from Ray Dalio (bearish) and Tom Lee (bullish)

Don’t miss this data-driven preview to get prepped for the week!

The video details how the stock market reacted positively to President Trump's revised tariff strategy, which involved increasing tariffs on China while reducing them for other nations. This market surge, reminiscent of the 2009 rebound under President Obama, saw significant gains for major tech companies. The presenter suggests that this market behavior aligns with previous predictions about tariffs being adjusted if they negatively impacted the US economy, and anticipates potential future trade agreements that could further stimulate the market. The core message emphasizes the importance of capitalizing on market volatility and investing during periods of uncertainty, as sudden market upswings can yield substantial returns.

This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address trade imbalances. Amidst the uncertainty, the speaker shares his personal investment strategy of buying quality stocks during this downturn, drawing parallels to his successful approach during the pandemic, while acknowledging the inherent risks but emphasizing the potential for substantial returns.

We break down what this tariff plan means for the future

00:00 Intro

04:08 Why Big Tech Is Undervalued

22:02 Waymo & Uber

26:13 Google Is Ahead In AI

31:05 Amazon Implementing AI

34:00 Berkshire Giveaway

00:00 Intro

02:00 Google Buying Wiz

13:25 Market Continues Downward

15:41 Zoox Robotaxi Expansion

20:48 Mark Rober Vs Tesla

39:17 Costco Pressures Chinese Suppliers

43:18 Analysts Upgrade Netflix

00:00 Introduction

04:21 Apple

07:25 Google

10:18 Costco

14:09 FICO

16:48 Amazon

20:30 S&P Global

21:30 Texas Roadhouse

24:35 Moody's

25:25 Palantir

27:45 ASML

29:34 Salesforce

31:15 Microsoft

33:25 VICI

33:50 Mastercard

36:00 Uber

38:15 Intuit

39:56 Booking Holdings

43:10 Netflix

00:00 Introduction

03:37 Booking Holdings Results

06:10 Texas Roadhouse Results

08:16 Dominos Results

08:49 Hims Earnings

15:06 Home Depot & Lowes Earnings

16:40 Intuit Earnings

21:01 Salesforce Earnings

27:00 Nvidia Earnings

31:53 Apple $500b investment

36:53 Microsoft Cancels Data Leases

38:34 Streaming Is Taking Over Cable

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

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