00:00 Introduction<br>02:00 The Market Is Focused on AI<br>13:40 Why Uber &amp; DoorDash<br>25:00 Google&#x27;s Stock Goes Down Today<br>29:00 Fail Of The Week: Polymarket

I Just Bought Two NEW Stocks

The Joseph Carlson Show

Today on The Joseph Carlson Show, I added two new stocks to the portfolio. They are Uber and DoorDash. Now, this is not just me buying Uber and DoorDash. This is me expanding my portfolio into durable quality growth companies. And this is going to be the game plan throughout the remainder of 2026. These are not the only buys that I'll be doing. I'm going to be doing buy after buy after buy. But instead of going the direction where the market's going, where everybody's piling into AI companies, infrastructure plays, bottleneck companies,

valuations are getting stretched. Investors are getting skeptical. We have momentum investors piling into those stocks. While everybody's zigging, I'm going to be zagging and buying quality, durable growth companies that have been left behind. Uber and DoorDash represent the first of these buys. But I have a game plan going out throughout 2026 that I plan to go over in this episode. So what we're going to be doing is going over these two companies, why I'm buying them today, how they fit into the portfolio, and the plans throughout the remainder of 2026.

So that's a lot to go into. And then, of course, we also have the fail of the week, which in this case is Polymarket. As we know, I hate prediction markets. I've been no fan of these from the beginning. They offer to pay creators obscene amounts of money to sponsor their videos. That's why virtually everybody's sponsored by Polymarket or Calci. You see it on every channel, every podcast, everywhere you go. I won't accept their money because I don't like their products. I don't think they're good for society. And I don't like that they're growing so fast.

I Just Bought Two NEW Stocks

Read the full transcript

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

I Just Bought Two NEW Stocks

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.