Salesforce Is Now An 'AI' Company

00:00 Intro
02:00 Salesforce Stock Surges
13:00 Netflix Shifts To Live Streaming
15:50 Bitcoin New High
18:41 Take Two CEO on AI

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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.

[JosephCarlsonAfterHours]

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[ulamss]

kind of funny seeing netflix becoming more and more like traditional cable tv.

[peter]

Bought $CRM based on your comments over the past few months. Up 30%, thanks!

[stan]

Bought it after the crash this year at $215. Thanks Joseph 📈💪🏽

[aheedibrahim]

I bought salesforce when it dipped around 220 because of Joseph. My only complain, i wished I bought a lot

[MarkPizzini]

Hi Joseph, the piece on CRM reminded me of Terry Smith’s biggest concern with NVDA. Namely that companies who are buying the chips need to make money from AI. If no one can convert this AI processing power into money making products and services, GPU sales will level off quickly and perhaps drop. The news from Salesforce tells us that they have an AI product and believe they can make money. We also learned from the META earnings call that they are getting a return on AI. So we have some early evidence that those Nvidia GPUs are driving now revenue streams.

[AdriaanArkesteijn]

A while back you said that ASML was a great company, but that it was too expensive. Lately it went down a lot, do you think it's a buy now?

[nishnosh]

Salesforce was a good shout! Bought the dip and it's turning out well. Man like J Carlson!! 💯💯💯

[livefree]

I like the TTWO guy's take, especially for his industry. For me, what makes Rockstar's games, and games that come close to Rockstar's success, great, is the story telling. The human element. The character development. AI will never be able to do that on the level that the best story tellers and writers do. Hopefully the games industry is able to get back to creating great interactive stories.

[BubbaBlackmon]

I had never traded in the "after hours " session until the day Salesforce dropped 16%.
I bought a huge position in it that day and have no intention of selling anytime soon.

[Corrander]

The amount of money I've made by following Joseph for the past four years is incredible. Top of the class is Texas Roadhouse. Bought at $82 on his advice...never heard of them as I live in the UK. Thank you Joe.

[waiphyo]

Really like the way you explain difference between stock and bitcoin 👍 16:00

[dalfo]

Can you give you’re thoughts on SoFi banking?

[UltimatePokeGamer]

Unfortunately, I back Palantir more on this front than Salesforce - up 50%

[mateuszbialas]

Hi Joseph, any update thoughts on ASML?

[calmcow]

IU gotta give props to you my man. You called it, it went down, and you double down and put more in. I followed your advice right as you did it. And I appreciate the advice. You are a wise one. You really nailed it.props

[aaronquadd]

I like how Joseph dressed the same as the Netflix videos

[DemsDaBreak]

Tbh kinda weird that they hired so many salespeople to sell a thing that is designed to allow businesses to pass off selling their products to Ai rather than hiring more salespeople. Would be more impressive if it could sell itself.

[ikst]

Thanks Joseph. Can you justify their current valuation?

[macmac]

I missed Palantir but have NVIDIA, Salesforce, Netflix, Broadcom, Amazon. Should hove bought Sofi, Him's and Hers. Joseph is very good, but we missed the surging growth stocks which is a shame.