Amazon Just Went All-In On AI

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  • Опубликовано: 5 дек 2024

Комментарии • 352

  • @JosephCarlsonShow
    @JosephCarlsonShow  2 дня назад +10

    You can try out Qualtrim here: www.patreon.com/josephcarlson
    How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues.
    Patreon includes:
    - Access to Qualtrim.com
    - Over 100 Exclusive episodes (more added every week)
    - Discord community that I'm chatting on every day
    - Money-back guarantee, if you don't love it, you don't pay.
    Join over 6,500 other members and try it out, risk free.

    • @CluelessPanther
      @CluelessPanther 2 дня назад

      Your work on constantly improving Qualtrim is so inspiring. Kudos Joseph!

    • @sudhirvr5412
      @sudhirvr5412 2 дня назад +4

      @josephcarlsonshow - when I join the patreon it prompts me to pay for the membership. Didn't you say it's free for one month?

    • @pvnbg
      @pvnbg 2 дня назад

      @josephcarlsonshow​ @sudhirvr5412 Exactly what I wanted to ask.

    • @christianliberatore6369
      @christianliberatore6369 День назад +1

      @@sudhirvr5412 same thing happened to me

    • @ShaunLim-vt7nt
      @ShaunLim-vt7nt День назад

      Hey Joseph,
      Since CRM results are quite positive, would you consider it to be alright to take a position in it now?

  • @FireyCam
    @FireyCam День назад +49

    I think amazon should also clean up the scammers that are trying to sell on amazon as well.

    • @DaniilDimitrov
      @DaniilDimitrov День назад

      imagine shopping from Amazon

    • @FireyCam
      @FireyCam День назад

      @@DaniilDimitrov Yeah, luckily I know better than to buy the expensive stuff on Amazon.

    • @davidlee4805
      @davidlee4805 День назад

      Neeeerrrrrrddddd

  • @Silvangreen
    @Silvangreen 2 дня назад +47

    There are thousands of people bankrupted by medical bills who might seek revenge against a health insurance executive. If I were one, I would be laying low until this gets sorted out.

    • @reecemura
      @reecemura 2 дня назад +6

      Try millions. Regardless how we as bystanders feel about this, imagine the millions affected or ppl they know who were denied or can’t afford life-saving care not just from United Health.

    • @JackRalp96
      @JackRalp96 День назад +3

      @@reecemura the sad truth is that these people have caused this themselves by having no health insurance and no HSA or emergency funds. there are plenty of ways in the states to prep for emergencies to avoid massive medical bills and people would rather slap it on 30% credit card debt. I have little sympathy.

    • @HonestVirtue315
      @HonestVirtue315 День назад +1

      ​@@JackRalp96I have known people who got denied insurance coverage on certain bills with the insurance provider being UNH, Leading to people getting worse off or even death, there are tons of posts and videos of people screwed over by their health insurance who was suppose to cover costs. Sometimes it's ridiculous, like refusing to cover the cost of a wheelchair after a amputation to a refusal to cover a cost on a procedure that costs 10s of thousand of dollars. I don't think a "suck it up" attitude should come into play when you are paying premiums to a insurance provider who does not cover you when you need it.

    • @jackjia8773
      @jackjia8773 День назад +1

      But I don’t think those people can afford pro killers.

    • @brianbirnbaum9760
      @brianbirnbaum9760 День назад

      @@JackRalp96huh? If they had no health insurance why would they blame United? They have United lol.
      This kind of bootstrap bullshit from privileged people is insane. Our system is screwed. There are absolutely huge benefits to our system because we’re at the forefront of innovation. But as a hole, it’s totally screwed.

  • @SparkyFinch
    @SparkyFinch 2 дня назад +14

    As someone who works for an AI company, it's great to see the world react to the technology that is years in the making. Professional services companies, especially the more technical ones, are really on a productivity spree with AI tools. They are changing the model of how revenue is generated. It's not about man hours anymore. It's about how many projects can you manage simultaneously with hyperautomation and a few robust tools

    • @FireyCam
      @FireyCam День назад

      and how many jobs you can kill and force people out of a job.

  • @titust7890
    @titust7890 День назад +5

    I tried Rufus and it failed completely. Then I asked Rufus gently to switch off completely but it refused to do so. Now I have less space on my mobile screen because rof the hint I should asked Rufus about product details.
    Also I think Amazon should first address scammers, senseless payed product placement, products with descriptions and keywords which have nothing to do with the product, products which have descriptions and information missing, the amazon search itself as the search is an absolutely poor piece of technology. The user experience goes down the drain. They can use AI for all of the more important things rather than a chatbot and the fact they havent yet seems to show that it is not as good as they advertise.

  • @ytoh6408
    @ytoh6408 2 дня назад +17

    I have to be feeling frustrated before I can talk to a real human.... Good job AI

    • @ioanparry
      @ioanparry 2 дня назад +1

      I was thinking the same thing....

    • @mirageman2
      @mirageman2 День назад

      My experience on Amazon as well, but the real human can finally help at least.

  • @johneliss
    @johneliss День назад +134

    I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this

    • @shandegabrielrojas9350
      @shandegabrielrojas9350 День назад

      I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me

    • @ClarenceFerland
      @ClarenceFerland День назад

      The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.

    • @anatolyivan
      @anatolyivan День назад

      She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

    • @masterotrunks
      @masterotrunks День назад

      I'm new at this, please how can I reach her?

    • @ReuletRikki
      @ReuletRikki День назад

      I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

  • @kzen848
    @kzen848 День назад +4

    AI is so fantastic that after buying a very large local medical clinic, a VERY large health insurance used all their amazing AI models to come to the conclusion that doctors only needed 3.5 minutes to treat a patient properly. It was sooooooo fantastic that most of the doctors quit! One is actually driving Uber now as it is much less stress, allows for some socializing and compliments his investment income while keeping him out of the house. If you are healthy, this doesn't affect you nor is the medical establishment even necessary. But for vulnerable, elderly people that aren't getting the needed medical nuances, this is devastating. AI for the win!
    AI is not what we think it is, nor is it otherwise. Either way, we are well on our way to finding out.

  • @khatack
    @khatack 2 дня назад +8

    "He was an all around good guy" yeah, that'll do it in the health business. He probably refused to go down with some shady deal or knew too much.

  • @KL-ii6dt
    @KL-ii6dt 2 дня назад +44

    Joseph just spent 20 minutes saying corporate profits are good, automating peoples jobs in order to save money is good, executive at UNH was unalived and I can't think of a reason why anyone would want to do that...

    • @jsedge2473
      @jsedge2473 2 дня назад +4

      Everyone who works for these big companies knows they aren't even automating the work. They're offshoring all these jobs. Which is arguably even more painful.
      At least if you were automated out of your job, you know some technological advancement happened that you couldn't really stop. But no, what's actually going on is they are hiring 10 Indians for 30 cents an hour to do your job to save money. Shouldn't even be legal (or at a minimum, we should put a cap on what % of a workforce is allowed to be offshore)

    • @rogueinvestor2375
      @rogueinvestor2375 2 дня назад +1

      In the corporate world, it's hard to know who your enemies are.

    • @paragonknight3307
      @paragonknight3307 2 дня назад +7

      If you worked in retail, you would understand how useless most employees are

    • @ekeirce
      @ekeirce День назад +8

      “Good” for being a shareholder. For investing. On a channel based on evaluating investments.

    • @thebigbucktheory5488
      @thebigbucktheory5488 День назад +1

      do you live in the real world or ideologies?

  • @Hatchero
    @Hatchero 2 дня назад +8

    I sure hope the AI CS tools is AMZNs primary focus. Their original AI customer service was horrendous and very frustrating.

  • @sandergorter5729
    @sandergorter5729 2 дня назад +16

    I give up, I have to realize now that Salesforce is just something i will never understand. GAAP earnings of 6 $/s (earnings report full of accounting trickery), 60 p/e, 8% revenue growth, lousy ROIC, terrible capital discipline, 10 B$ thrown at buybacks with about a 1% share count reduction as a result, but some new AI plans and everybody loves it. Not sure if this is animal spirits or top level business judgement, but hey it works.
    I tip my hat to all that foresaw this, understand the drivers and were able to make nice capital gains on this one. Clearly i fall short as an investor in comparison. I will refrain from commenting on Salesforce going forward, as me just not being able to judge this properly.

    • @KojiCT
      @KojiCT 2 дня назад +1

      I bought before the run up cause my dcf said it's a buy but now is overvalued by a lot. I wondered why and found from people using the ai agents and they said is a game changer.
      I still won't buy but that makes me bullish on the economy. Cause it will make more revenue and less costs for all companies in the world.

    • @vliu1549
      @vliu1549 2 дня назад +5

      this is kinda of how i felt when I look at intuit just confused why its so expensive despite the mediocre number.. yeah good product surem but should that reflect in stable consistent bottom line?

    • @sandergorter5729
      @sandergorter5729 2 дня назад

      @@vliu1549 thanks for this addition, indeed Intuit another great example… Funny enough also a SBC machine, just like Salesforce.

    • @lukegray3727
      @lukegray3727 День назад

      When i first read the earnings my first thoughts were it would be flat or selling off even…. Markets can be irrational sometimes, i have a position in CRM and will be watching this one closely

    • @sandergorter5729
      @sandergorter5729 День назад

      @@vliu1549 thanks for the addition, yeah that is right, similar vibes and another SBC machine.

  • @Stockpickervalueoriented
    @Stockpickervalueoriented 2 дня назад +107

    I’m a senior in university (finance) and we legit never talk about important metrics for equities. (FCF yield, SBC, etc) Your channel is where I go to learn more in depth analysis regarding markets. Kudos.

    • @LuKiSCraft
      @LuKiSCraft 2 дня назад

      College education is a sham (okay maybe a slight exaggeration but not totally off base)

    • @apc9714
      @apc9714 2 дня назад +9

      Same. Unfortunately most of Academic finance barely looks at financial statements

    • @JS-rg7vo
      @JS-rg7vo 2 дня назад +10

      you should have taken accounting

    • @LuKiSCraft
      @LuKiSCraft 2 дня назад +5

      @@Stockpickervalueoriented college can be kinda a joke ngl but it is basically the "proving grounds" for a career

    • @davidmay2294
      @davidmay2294 2 дня назад +4

      I would really be looking at what your getting from college, in addition to just a piece of paper.

  • @ELMASRYFAMILY
    @ELMASRYFAMILY 2 дня назад +7

    Joseph, great content. What are your thoughts on META? Been following for a long time but don’t see you addressing it. Appreciate your thoughts

    • @InvestingWithAdamK
      @InvestingWithAdamK 2 дня назад

      They’ve been crushing it. Earnings have been great.

    • @R1D1CK69
      @R1D1CK69 2 дня назад

      was great time to jump in at 450usd per share not long ago.,.. and still at 600 its decent buy

    • @jsedge2473
      @jsedge2473 2 дня назад

      As long as Zuckerberg doesnt find a way to burn money again they'll continue to print upwards.

  • @dyingpentas
    @dyingpentas 2 дня назад +12

    Brian Thompson is the CEO of United Health 2021

  • @matrixmind76
    @matrixmind76 2 дня назад +10

    I’ve found Rufus useful

  • @tomas.bednar
    @tomas.bednar День назад +5

    It is somewhat naive to think the Texas Roadhouse post was for free. But it surely was a great deal considering the reach.

  • @spacewalkx
    @spacewalkx 2 дня назад +35

    Probably 1000 product managers working at Amazon and the best AI support agent name they could come up with is Rufus?

    • @bossballheaddawg2588
      @bossballheaddawg2588 2 дня назад +10

      What’s wrong with Rufus?

    • @andreww5574
      @andreww5574 2 дня назад +1

      @@bossballheaddawg2588 Doofus

    • @shadowninja6689
      @shadowninja6689 2 дня назад +11

      @@bossballheaddawg2588 it sounds like a dog name, not an AI assistant.

    • @af241
      @af241 2 дня назад +12

      Rufus is the beloved Corgi that was famous for being at the office all the time in Amazons early days.

    • @jsedge2473
      @jsedge2473 2 дня назад

      Each of them got paid 250 grand a year to come up with that

  • @CluelessPanther
    @CluelessPanther 2 дня назад +4

    I love Texas Roadhouse. Going to eat there this weekend.

  • @dmgainsguitars
    @dmgainsguitars 2 дня назад +31

    Can’t go wrong buying AMZN

    • @CluelessPanther
      @CluelessPanther 2 дня назад

      It's such an amazing company

    • @o0usf0o
      @o0usf0o 2 дня назад

      They really do so much

    • @kraz007
      @kraz007 2 дня назад

      Not at 230... I bought around 180, so I assume a lot of traders will exit the trade around 230. So wait for a pullback.

    • @MrDenjok
      @MrDenjok День назад

      ​@kraz007 that's technical analysis. Per technical analysis there is a huge upside . The pull back just happened once it passed resistance and tested support at 200

  • @sunnylu216
    @sunnylu216 2 дня назад +8

    not gonna lie, this video sounds more like a promotion for AMZN rather than analysis. AMZN already crushes competitors in the online shopping space due to its sheer scale. The addition of gadgets like rufus really do not add much value. Expanding into all these new areans certainly increases capex, but whether they can win out in this space is uncertain. Best of luck to investors.

  • @Winston0Boogie
    @Winston0Boogie 2 дня назад +15

    Jesus..... Every company is an AI company lol it's getting worrisome

  • @brianbirnbaum9760
    @brianbirnbaum9760 День назад

    This is so much better than videos about the markets valuation

  • @international_dividend
    @international_dividend 2 дня назад +3

    The next time someone says that trade destroys jobs, remind them it's technology that actually destroys far more jobs. You can use Agentforce as an example, or perhaps the robotic sorter the Amazon guy was talking about in this video.

    • @davidrawlings7325
      @davidrawlings7325 2 дня назад +1

      There’s always other jobs when their job gets replaced by technology or outsourcing. Unemployment rate is still very low. The problem is the transfer of the gained value from the replacement going further to the 1%. Outsourcing and tech advancement really just widens inequality.

    • @international_dividend
      @international_dividend 2 дня назад +1

      @davidrawlings7325 Largely agree with you... and it annoys me both major political parties try to distort it.

    • @alext1723
      @alext1723 2 дня назад +1

      They take jobs that no one wants anyway. Who the hell wants to do customer service and been yelling at 24/7?!
      Let's now wait for the AI CEO, that would be fun!

    • @international_dividend
      @international_dividend 2 дня назад

      @alext1723 ha fair enough, but they also take a huge chunk of manufacturing jobs - just look at a modern auto factory, mostly robotics. Those overpaid semi-skilled workers will never be able to replace all their income with another job. And remember the longshoreman striking at the ports, one of their main issues was to prevent more efficient technologies from being installed that will result in job loss.

  • @thomas_pihl
    @thomas_pihl День назад

    Does Qualtrim work for companies only listed in europe ?

  • @EdBarker-ge1sd
    @EdBarker-ge1sd День назад

    Thanks Joseph for your thoughts, please know this is appreciated.

  • @macarasales182
    @macarasales182 2 дня назад +2

    Consistently, very impressive content. Thank you.

  • @howdydo64
    @howdydo64 День назад +1

    What about the insider trading of UHC stock to the tune of 13+ mil. not to mention the denials of care. Actions have consequences.

  • @varshard0
    @varshard0 2 дня назад +2

    Big if true. I will believe it when I see how capable their AIs are. The last time they used indians and advertised as AI.

  • @clbrown555
    @clbrown555 2 дня назад

    Great research!

  • @filipealmeidafa
    @filipealmeidafa День назад

    Just wanna say that's exciting to see these advancements in automation and robotics, as it frees the workforce to do more significant things like p2p experiences or harder-to-automate sectors (think psychologists, engineering, construction).
    This is critical in a world with declining birth rates.

  • @doomin3449
    @doomin3449 2 дня назад +14

    Toast $TOST down 10%. Thoughts, Joseph?

    • @JosephCarlsonShow
      @JosephCarlsonShow  2 дня назад +20

      It's up +23% in the last 30 days. So I just consider this a volatile stock doing it's thing. Maybe i'm missing something, but I haven't seen any reason to change core thesis on the company.

    • @Henry_D
      @Henry_D 2 дня назад

      I have read something about a presentation at a UBS Conference and guidance being lower than market/analyst expectation.
      But there also was a huge surge in the stockprice a few weeks ago.

    • @Jonjonjonnoj
      @Jonjonjonnoj 2 дня назад +1

      ​@@JosephCarlsonShowi love your investment advice

    • @o0usf0o
      @o0usf0o 2 дня назад

      Love me some toast long term. It’s my loose change stock. Bought more today!

    • @kraz007
      @kraz007 2 дня назад

      Josh Brown exited Toast. Find his video. All software is up a lot, don't chase.

  • @LendrainResearch
    @LendrainResearch День назад

    For me Amazon is the most impressive business of all time. I mean all the great and different things they do… but they dont just do it, they execute with excellence. And then their is this sheer scale at which they execute formidable. All businesses help and push each other. Its not just a big conglomerate that acquired a 100 or so corporations that operate completely independant from one another….Its just incredible

  • @ioantihan5423
    @ioantihan5423 2 дня назад +2

    Salesforce hiring 1000 people to pitch the product but not making the agents do it lol

  • @LuKiSCraft
    @LuKiSCraft 2 дня назад +23

    Amazon AI is definitely ahead of Apple AI... err, sorry, I mean "Apple Intelligence" LOL. What a F'ing joke.

    • @Duke6598
      @Duke6598 2 дня назад +1

      Apple is done for

    • @SchemeTintFocus
      @SchemeTintFocus 2 дня назад

      Like Newton

    • @o0usf0o
      @o0usf0o 2 дня назад +1

      I no longer have an Apple position. Just can’t see it long term anymore.

  • @paragonknight3307
    @paragonknight3307 2 дня назад

    So what price target are we looking at for AMZN this time next year?

  • @Lazy_berry
    @Lazy_berry День назад +1

    If Agents are so great, why is Salesforse hiring 1000 people to sell? Can't they use Agents instead to cut costs?

  • @photodb
    @photodb 2 дня назад

    The sizing thing is amazing!

  • @BironClark
    @BironClark День назад

    The technology to predict the right sizing of clothing for each customer is huge. And of course Amazon will have more data to make these predictions than any other company. Great video.

  • @Kento_Victini
    @Kento_Victini 2 дня назад

    ASML or Qualcomm stock?

  • @ulamss5
    @ulamss5 День назад

    Problem with Rufus is that many sellers have junk descriptions. There are mattress listings with like 10 different options, and the seller uses the same images and descriptions for all of them. Nobody knows what anyone's really buying or getting.

  • @jlin5459
    @jlin5459 День назад

    I work in Amazon AWS and the past year the amount of AI services and internal tools we have has exploded, it’s increasing our ability to deliver results in big ways. Glad to see it’s getting more coverage and stock is reflecting that

  • @sshumkaer
    @sshumkaer День назад

    Joseph the world is CRAZY

  • @dtitan1993
    @dtitan1993 2 дня назад +5

    I thought they said CEO of UnitedHealthCare.

  • @P4nda420
    @P4nda420 День назад

    Qualtrim for US is amazing but could you, please, add foreign countries, like EU?

  • @CluelessPanther
    @CluelessPanther 2 дня назад

    Amazon Web Services is such a phenomenal company that I watch. It's incredible how they are able to innovate and build new products fully integrated into their operations all the time.

  • @gerard85250
    @gerard85250 2 дня назад

    What you think of Sentinel One?

  • @promiseojukwu9325
    @promiseojukwu9325 2 дня назад +2

    I thought Amazon A.I was already exposed to be a sweatshop in India 🤔

    • @jacqdanieles
      @jacqdanieles 2 дня назад +1

      That was incorrect, hype reporting. The workers in India were auditing the transactions.

    • @jacqdanieles
      @jacqdanieles 2 дня назад

      _"Amazon says its workers are tasked with annotating AI-generated and real shopping data to improve the Just Walk Out system - not run the whole thing. “This is no different than any other AI system that places a high value on accuracy, where human reviewers are common,” Dilip Kumar, the vice president of AWS Applications, writes in the post."_

  • @RobWilliams007
    @RobWilliams007 2 дня назад +6

    Now. Amazon lens is a great feature!

  • @Susanhartman.
    @Susanhartman. День назад +4

    I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money

    • @Grace.milburn
      @Grace.milburn День назад +4

      Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @mikegarvey17
      @mikegarvey17 День назад +4

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @ThomasChai05
      @ThomasChai05 День назад +4

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

    • @mikegarvey17
      @mikegarvey17 День назад +3

      Izella Annette Anderson is the advisr I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

    • @mariaguerrero08
      @mariaguerrero08 День назад +2

      I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you

  • @dvb1701
    @dvb1701 День назад

    I already use Google Lens pretty often to figure out what an item is. Will how to see how Amazon's lens product compares.

  • @tilendjuro6179
    @tilendjuro6179 2 дня назад +1

    Joseph, Amazon is top of the top!

  • @IchigoSchiffer
    @IchigoSchiffer 2 дня назад

    Your dividend portfolio link has to be updated to your new holdings/percentages

  • @zamin_ali
    @zamin_ali 2 дня назад +1

    I'm going to guess it was some kind of a murder for hire senerio. Typically, in those situations, it's either a family member or a business associate that hires the killer. Hopefully, they'll catch the killer soon.

  • @tommylomein
    @tommylomein 2 дня назад +12

    First - Joseph you're a DAWG

    • @guerro327
      @guerro327 2 дня назад

      Nope. third.

    • @tommylomein
      @tommylomein 2 дня назад

      @guerro327 damn lmao how do y'all do this

  • @falsificationism
    @falsificationism 2 дня назад +23

    500 basis points means...5% more customer satisfaction in exchange for about 10x the compute power.
    Truly revolutionary.

    • @o0usf0o
      @o0usf0o 2 дня назад +3

      500 basis points sounds way cooler though 😂

    • @jamieosh70
      @jamieosh70 День назад +1

      500 basis points is clear, but you need to know the csat. 5% more is sloppy and likely wrong. A 60% csat with a 500bps increase is 65%, a 60% csat with 5% increase is 63% (5% of 60).

    • @falsificationism
      @falsificationism День назад

      @@jamieosh70 Hey that's really helpful, thanks! Sounds like you're saying there's some truncation of the true range of the scores, so 5% may (or may not) be more of a big deal than I presume.
      Totally fair! I stand corrected (or at least tone moderated).

  • @alextemus
    @alextemus День назад

    I find it odd that Joseph is so optimistic about Amazon's AI, but remains skeptical of Nvidia's outlook.

  • @dancingyogineer2581
    @dancingyogineer2581 День назад

    Why do you never compare your investment returns to S&P returns? That is the best way to gauge your stock picking strategy vs buy low cost index and hold.

    • @TBasianeyes
      @TBasianeyes День назад

      he does, both his portfolios outperformed SPY. but not by much

    • @dancingyogineer2581
      @dancingyogineer2581 День назад

      @ does that included tax adjusted gains? From a long term buy and hold ETF strategy? Can you point me to the time stamp where he shows the comparison?

  • @marcusschou1843
    @marcusschou1843 День назад

    Saying that Amazon is an AI Leader is crazy. You have No CLUE how ai works.

  • @photodb
    @photodb 2 дня назад +2

    why are you so sure JJ Watt tweeted that for free?

    • @pepsicola001
      @pepsicola001 День назад

      I think that JJ Watt might own a couple shares from Texas Roadhouse.. but who knows..

  • @mikemanitowabie7539
    @mikemanitowabie7539 2 дня назад +13

    its probably going to sell me cheap chinese scam products

  • @SpliTTMark
    @SpliTTMark 2 дня назад

    i thought about doing calls on salesforce, but my mind was questioning the play. as it crashed last time. and they missed on eps this time. low growth, high pe ratio.

  • @content_ai_
    @content_ai_ 23 часа назад

    This sound like a huge amazon ad! I love your work though, you are closing in on the milli 🤑🤑. As I am just hitting 164 USD. I hope I am able to finish this journey

  • @kraz007
    @kraz007 2 дня назад

    Jasse is in beast mode 📳

  • @nicholas5396
    @nicholas5396 2 дня назад

    Don't forget their announcement with Palantir today too.

    • @B2ON5ON
      @B2ON5ON 2 дня назад

      Palantir will be the heart of America.
      Palantir will be deeply integrated into American businesses and government agencies that people will start to FOMO.

  • @leeturton9254
    @leeturton9254 День назад

    The ceo was in a very dirty buisness...just because it's legal don't make it ethical...he won't be missed by anyone but his kids and it's a warning to other ceos of ruthless corporations....don't walk around without bodyguards...

  • @RobWilliams007
    @RobWilliams007 2 дня назад +1

    Will Rufus allow me to virtually try on clothes and shoes? Buying clothing online sucks and now there are no stores left.

    • @wallysan31
      @wallysan31 2 дня назад

      I think the theory is to get Rufus so good based on your buying history, that it’ll become very good at predicting sizing without needing you to try clothes on in person.

    • @howtoshootstraighthtss4948
      @howtoshootstraighthtss4948 2 дня назад +1

      Rufus may accurate recreate how u would look in a picture, but it will never let you know how it feels, u wont feel how it fit, how it will sit on you, or the comfort.

    • @샤넬-r7o
      @샤넬-r7o 2 дня назад

      i buy clothes online all the time. if u know ur measurements its not that bad tbh.

    • @kantmyls3333
      @kantmyls3333 2 дня назад

      In alibaba you have your body mesures online they propose you always based on this

  • @832elf
    @832elf 23 часа назад

    23:50 not more narrow but narrower, grammar mistake comparative adjectives

  • @LuckyDogProductions
    @LuckyDogProductions День назад

    Was just at DEALBOOK, Did Bezos say anything that may give you / US a heads up???

  • @MrMingplus
    @MrMingplus 2 дня назад

    there is no subtitles 😢

  • @bloat4hk
    @bloat4hk День назад

    Love the analysis but not all the advancements are "generative" ai

  • @RobWilliams007
    @RobWilliams007 2 дня назад

    Look for an astronaut with a diaper that was staking out the area!

  • @brianbirnbaum9760
    @brianbirnbaum9760 День назад

    Hey man, can you start adding captions to your videos? My parents are deaf and I wanna show these to my dad.

  • @andre-le-bone-aparte
    @andre-le-bone-aparte 2 дня назад

    Question: Who else was buying AMZN below 200? ✋ ( Hint - Amazon goes sideways for a bit historically - then "releases" something that pushes up the average price)

  • @halleeccher1209
    @halleeccher1209 День назад

    Still waiting anti monopoly government acting on Amazon enormous power

  • @tnopkcaz
    @tnopkcaz 2 дня назад

    @22:13 This means that this means that

    • @thomasaleva
      @thomasaleva День назад

      Joseph must be an AI agent

  • @RobWilliams007
    @RobWilliams007 2 дня назад

    Banana Republic asks you what clothes from other retailers fits you and gives you the sizing.

  • @lb6774
    @lb6774 2 дня назад +1

    Nice profolio

  • @matthewhoward1958
    @matthewhoward1958 2 дня назад

    Thoughts on Vertiv Joseph?

  • @avocadoarmadillo7031
    @avocadoarmadillo7031 2 дня назад

    You sold me on them as soon as you talked about their supercomputers of homebuilt chips haha. IMO NVDA's multiple is overblown, and if AMZN bit a chunk off of it it would be pretty sweet.

    • @TBasianeyes
      @TBasianeyes День назад

      Amazon Trainium chips have been around for years and they suck. Google also has their own.
      They are 5 years or more behind, maybe they can catch up but not anytime soon.

  • @brianbirnbaum9760
    @brianbirnbaum9760 День назад

    AMD is going to break the monopoly first. Everyone is sleeping on chiplets.

  • @vinibusisanga1754
    @vinibusisanga1754 2 дня назад

    Ai means cutting jobs, and unemployment which leads to low sales and growth.. Killing Switch cycle.. Stock will grow for a period of time.. which is good for investors to makes returns, but the long run is choas...my question is who are the buyers isn't it employees and workers who make money ?

  • @ralphh5085
    @ralphh5085 День назад

    If AI doesnt go as expected are we screwed?

  • @centazi6
    @centazi6 День назад

    I think that amazon is the one designing these chips, but im not sure....

  • @skylover-w1q
    @skylover-w1q 2 дня назад +1

    Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

    • @SugarSugar-f2p
      @SugarSugar-f2p 2 дня назад

      Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.

    • @michelle-u4m8n
      @michelle-u4m8n 2 дня назад

      We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.

    • @BruutBlondiee
      @BruutBlondiee 2 дня назад

      I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!

    • @michelle-u4m8n
      @michelle-u4m8n 2 дня назад

      ASHLEY GARNER ABBOTT a renowned figure in her line of work, i recommend researching her credentials further.... she has many years of experience and ia a valuable resource for anyone looking to navigate the financial market

    • @Brugman-g8r
      @Brugman-g8r 2 дня назад

      Excellent share! Curiously inputted Ashley Garner Abbott on the web, spotted her consulting page ranked top, and was able to schedule a call session. I've seen commentaries about advisors, but not one looks this phenomenal.

  • @Louisjake-w1m
    @Louisjake-w1m День назад +71

    It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.

    • @cherry810803
      @cherry810803 День назад

      It seems like there's potential, but caution is warranted. hence I will advice you get yourself a FA that can provide you with entry and exit points>.

    • @gabbe_wng9712
      @gabbe_wng9712 День назад

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

    • @Linda-pr
      @Linda-pr День назад

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @gabbe_wng9712
      @gabbe_wng9712 День назад +1

      Actually, it's a woman named Eleanor Bonnici Deskin. She's my go-to advisor-exceptionally approachable and compassionate. I highly recommend checking out her work.

    • @Linda-pr
      @Linda-pr День назад

      Thank you for sharing this. I've scheduled a call with her and am eager to speak with her directly. She certainly stands out, even with her busy schedule and commitments.

  • @amelhashimi6414
    @amelhashimi6414 2 дня назад

    would amazon still be an okay buy in its given price since its closer to fair value that was stated or wait for a dip?

  • @koufax174
    @koufax174 2 дня назад +1

    🙏🏼

  • @SneakerHousect
    @SneakerHousect 2 дня назад

    Thoughts on smh?

  • @richardmckrell4899
    @richardmckrell4899 День назад

    Bet they will split off Nova.

  • @danapietruszynski1045
    @danapietruszynski1045 День назад

    Check with the FBI on who killed Thompson. 🤔 Sure he was going to whistleblow on shenanigans.

  • @simonfraga5171
    @simonfraga5171 День назад

    After the presentation I just want to go All-in On Amazon

  • @olutobii
    @olutobii День назад +1

    The fact that you were able to run down Amazon’s ai innovations without mention their integral premiership with Palantir that facilitates a lot of it is impressive

  • @andrewsdelahoz5248
    @andrewsdelahoz5248 2 дня назад +3

    Amazon doesn’t really know what to do. Instead of trying to get their profit margins up, they’d rather go to spend a bunch of money into something else 😂😂😂😂

    • @jsedge2473
      @jsedge2473 2 дня назад

      It's interesting because they've had this problem since day one.
      They have totally failed to focus on one thing, yet somehow still won at a lot of things. But they never hone those winners in to REALLY win in terms of profit

  • @seangrealish8741
    @seangrealish8741 2 дня назад +2

    Better money is on someone who is a family member of a person who's health care claim was denied by the UNH subsidy he ran. I get that Joseph is upset, but UNH and its subsidiary companies have the highest level of care denial for any health insurance provider in the US. Not an endorsement of what happened, but people can only be pushed and put down for so long.
    Again, not an endorsement or agreement of what happened.

    • @jacqdanieles
      @jacqdanieles 2 дня назад

      Is that an endorsement or agreement of what happened?
      😂

    • @seangrealish8741
      @seangrealish8741 День назад

      @@jacqdanieles More an understanding if anything.

    • @jacqdanieles
      @jacqdanieles День назад

      @@seangrealish8741 I was just kidding

  • @lionheart93
    @lionheart93 2 дня назад

    Amazon working with palantir and u skipped that lol. Pltr and amazon is huge

  • @Dwayko
    @Dwayko 2 дня назад

    TQQQ > NVDA

  • @erdrick22
    @erdrick22 2 дня назад

    Does Rufus get to bypass sponsored ads? I cant get what i want quickly because of all fhe ads

    • @Henry_D
      @Henry_D 2 дня назад +1

      It will probably show just the ads 😂

  • @brionklarer2852
    @brionklarer2852 2 дня назад

    Now thats a good ad campaign by eBikes..

  • @georgedayoub2893
    @georgedayoub2893 2 дня назад

    How does Google TPUs compare to Amazon Ultra cluster?

    • @JS-rg7vo
      @JS-rg7vo 2 дня назад +1

      different use cases. TPUs are designed for inferencing with Gpus