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