What Joseph Carlson After Hours said in this video:
- GOOGLneutralmid-termNear term, the host sees no need to rush to buy, expecting the AI-erodes-search narrative to pressure the stock for a couple of quarters, maybe a year, with no quick rebound.Source
- GOOGLbullishlong-termThe host discloses a massive position he will keep holding, arguing the search deceleration is mostly FX and World Cup comps while cloud grows over 100% and the stock trades around 19x forward earnings.Source
- MAbullishlong-termThe host discloses Mastercard as his largest position at $212,000, now at an all-time high, and says the bear case around government payment systems displacing cards has not come to fruition.Source
- Vbullishlong-termBriefly, the host says Visa continues to grow alongside Mastercard and American Express, with these companies doing fantastic.Source
- AXPbullishlong-termBriefly, the host groups American Express with Mastercard and Visa as companies that continue to grow and are doing fantastic.Source
- MSFTbullishmid-termThe host calls Microsoft's report strong, with 19% revenue growth, cloud up over 30%, positive free cash flow through fiscal 2027, and capex coming in below expectations.Source
- DASHbullishlong-termThe host discloses a smaller DoorDash position, notes 28% order volume growth, and supports the ~$17 billion Instacart bid as a faster path to retail scale despite regulatory uncertainty.Source