What Joseph Carlson After Hours said in this video:
- AI Capexpositive for stocksmid-termThe host credits neo-cloud earnings and ongoing capex plans with lifting the market, framing the AI build-out as unstoppable.Source
- NVDAbullishmid-termThe host believes the 22% drop overstates the Jensen scandal's impact, and at a 12.6 forward PE NVIDIA is one of the cheapest names in the ecosystem — a good buy now, though he personally abstains due to portfolio concentration.Source
- FICObullishlong-termThe host believes FICO's 55% year-to-date fall from $2,400 to $700 overshot the deterioration in its moat; if it retains most market share versus VantageScore, the stock likely goes back past $1,000.Source
- UBERbullishlong-termThe host owns Uber as a high-quality growth name at a low valuation and will add another $10,000 if it falls below $60.Source
- NFLXbullishlong-termThe host owns Netflix and argues YouTube engagement comparisons are apples-to-oranges; with double-digit revenue growth in every region and a ~16 forward PE, he will add $10,000 below $60.Source
- METAbullishlong-termThe host owns Meta and calls it good value; he rebuts Eisman's Enron-style framing of the Beignet SPV, noting full SEC disclosure, credit-agency scrutiny, an A+ project rating, and that Meta funds only ~$5 billion for 20%.Source
- COSTneutrallong-termThe host discloses a $93,000 Costco position with $59,000 in gains, sees the $30 special dividend as proof of its cash-generating model, and plans to simply keep holding.Source