00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber &amp; DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction

 Market Sentiment Is Quickly Changing

The Joseph Carlson Show

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Welcome back, everyone. Today on the Joseph Carlson Show, sentiment is changing rapidly for the big hyperscaler stocks. The ones that are spending on all the CapEx, the companies that I've invested into, these ones are going up and they're going up quickly. They're being led by Amazon. And Amazon is the primary driver here. Amazon has now reached $285 per share. It's up 5% on the day. And Amazon is racing upwards. In fact, in just the past five business days, it's up 23%.

That makes up for almost all of its gains this year. It's up 26% year to date now. You can see this massive spike. Microsoft also put up a great report. It was up 16% on the day.

Market Sentiment Is Quickly Changing

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Market Sentiment Is Quickly Changing

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.