00:00 What's Happneing In The Stock Market

17:31 Microsoft to Reveal Cloud Growth

19:45 S&P Global To Sell Capital IQ

21:52 Google Avoids Breakup

23:00 Fail Of The Week: Teleprompter Operator

Why the biggest bear, Ed Zitron, belives AI is a con.

00:00 Meta Strategic Victory In Lawsuit

18:30 Microsoft Is Hiding From Investors

21:23 Netflix May Offer Peacock Through It's Service

26:15 Win Of The Week: SharkNinja's Innovation

00:00 Buy Prices For Every Stock

26:18 Uber Hit Piece

38:50 Fail Of The Week: Gene Munster

00:00 How To Have An Edge In Investing

15:02 Sharing My Investment Journey

19:15 Top Pick 1: Meta

23:50 Top Pick 2: Uber

25:50 Top Pick 3: S&P Global

27:30 Duolingo DAU Update

29:20 Fail Of The Week: Amazon Drone Delivery

30:45 New Carlson Family Member

00:00 Super Investor Portfolio Update

23:00 Meta Lawsuit Gets Worse

In this episode we review Bill Ackmans new buys.

00:00 Overview

01:24 IMAX

08:33 Reddit

11:39 MELI

13:20 Adobe

16:28 Nike

17:50 Rollins

19:40 Copart

23:04 Nebius

24:58 Cava

26:35 Fail Of The Week: Elisson vs California

00:00 Introduction

01:00 A History Of Picking Stocks

06:30 Uber

11:50 Meta

18:02 Netflix

20:15 Semianalysis Gemini Has Lost

23:48 Fail Of The Week: Keith Rabois

00:00 Intro

02:30 AWS Has Changed The Market

11:26 FICO Earnings

14:24 Uber & DoorDash

19:00 Duolingo

22:00 Texas Roadhouse

23:00 Tom Lee 2027 Prediction