Creator dossier · @JosephCarlsonShow
Joseph Carlson
19 companies · 205 dated quotes. What Joseph Carlson said about each stock, when, and what the price did next.
YouTube channel ↗512,000 subscribers as of On record since September 2025Latest quote
Explore disclosed holdings →The short version
Joseph Carlson called Amazon a buy and in May 2026 named it a top conviction pick. They named Mastercard their top conviction in November 2025. In February 2026 they said they had sold Equifax and Salesforce, the second partly because Meta looked like a better deal. Meta then became their number one pick in August 2026. They disclosed buys of Duolingo in January 2026, Netflix in March 2026 and S&P Global in October 2026. ASML moved from a buy to a hold in April 2026, and in June 2026 they trimmed it to buy Uber, which they named their second top pick in August 2026. In August 2026 they called it a turnaround play for daring investors. In January 2026 they called Tesla an avoid and said they would not buy Costco.
Summary of the quotes on this page. Updated .
Track record
36% 5 of 14 matured calls beat the market · place 3 on the leaderboard
- Beat the market
- 5
- Lagged the market
- 9
- In line with the market
- 0
- In progress
- 2
- Not scored
- 3
Each creator–stock record counts once: its first clear forecast, from the first close after the video, set against the S&P 500 over the same six months. The call record shows every creator by the same method; read the methodology.
Stock picks, dated
Latest call on each company- Alphabet GOOGLHold, bullish-3.9% since
- ASML ASMLHold, bullish-6.1% since
- Mastercard MAHold, bullish+7.4% since
- Meta METAHold, bullish-14.4% since
- S&P Global SPGINamed as a pick+4.0% since
- Uber UBERNamed as a pick-16.9% since
- Adobe ADBENamed as a pick-3.5% since
- PayPal PYPLAvoid+0.9% since
- Microsoft MSFTBuying the dip+37.3% since
- Amazon AMZNTop conviction-6.4% since
- Duolingo DUOLHold, bullish+28.1% since
- Intuit INTUHold, bullish-19.7% since
- Netflix NFLXHold, bullish-33.5% since
- Nvidia NVDANamed as a pick+16.5% since
- Tesla TSLAAvoid-7.1% since
- Equifax EFXNamed as a pick-15.1% since
Latest quotes
“So, this is already a highly competitive category that Tesla's operating in. So, while Tesla's a cool company, I believe that SpaceX is a much more interesting investment, much more defensible than Tesla.”
“The second one that I bought this morning was $2,000 of Uber. Uber's currently at $69 and it's going through a big sell-off like these companies.”
“It's S&P Global. I bought another $1,000 this morning, which I I have a position that's $114,000. So, I already own a lot of it. I'm very bullish on the company.”
“Now, like I said, I bought three different companies. The first one was Netflix. I bought another $2,000 of this stock.”
“Now, in my previous episode, I said that Google's behind, but I'm not going to sell the stock. I own a lot of Google. It's my largest position. I have a $200,000 position in it, and I'm not selling a share specifically because even though Google's behind, I believe that things can change quickly.”
“Now the next company I believe is the most undervalued in my portfolio or very close to it today, which is Netflix.”
Every company, with receipts
Source linkedThe latest statement on each company and the price change since the first directional forecast (or the first quote without one). These are price observations, not investment returns.
| Company | Latest label | Latest quote | Price change |
|---|---|---|---|
| Tesla TSLA | Risk acknowledged | Oct 19, 2026 | -7.1% |
| Netflix NFLX | Disclosed buy | Oct 5, 2026 | -49.5% |
| S&P Global SPGI | Disclosed buy | Oct 5, 2026 | -6.4% |
| Uber UBER | Disclosed buy | Oct 5, 2026 | -4.9% |
| Alphabet GOOGL | Hold, bullish | Oct 1, 2026 | -3.9% |
| Amazon AMZN | Risk acknowledged | Sep 28, 2026 | +14.6% |
| ASML ASML | Hold, bullish | Sep 28, 2026 | +19.2% |
| Costco COST | Not buying more | Sep 28, 2026 | +3.3% |
| Mastercard MA | Hold, bullish | Sep 28, 2026 | +13.5% |
| Meta META | Hold, bullish | Sep 28, 2026 | -3.7% |
| Microsoft MSFT | Valuation view | Sep 28, 2026 | +31.2% |
| Adobe ADBE | Valuation view | Sep 8, 2026 | -26.4% |
| Duolingo DUOL | Conditional | Aug 24, 2026 | -52.7% |
| Palantir PLTR | Mention | Aug 3, 2026 | +9.6% |
| PayPal PYPL | Risk acknowledged | Jul 27, 2026 | -4.9% |
| Nvidia NVDA | Risk acknowledged | May 26, 2026 | +16.5% |
| Intuit INTU | Risk acknowledged | May 21, 2026 | -19.7% |
| Salesforce CRM | Valuation view | Feb 26, 2026 | -0.3% |
| Equifax EFX | Sold / selling | Feb 2, 2026 | -31.7% |
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