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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.
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.
@@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.
@@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.
@@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.
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.
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
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.
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...
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)
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.
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.
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?
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
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.
Amazon's AI push is intriguing, especially with their cloud dominance and resources. I'm considering adding some AI-related stocks to my portfolio, but with economic uncertainty and rising interest rates, timing feels crucial. Anyone else thinking long-term on AI investments?
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
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.
@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
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...
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
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.
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.
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!
@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.
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.
_"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."_
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.
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.
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.
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
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.
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.
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.
Palantir will be the heart of America. Palantir will be deeply integrated into American businesses and government agencies that people will start to FOMO.
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).
@@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).
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
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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
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
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)
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 ?
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.
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.
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.
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.!!
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
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.
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Your work on constantly improving Qualtrim is so inspiring. Kudos Joseph!
@josephcarlsonshow - when I join the patreon it prompts me to pay for the membership. Didn't you say it's free for one month?
@josephcarlsonshow @sudhirvr5412 Exactly what I wanted to ask.
@@sudhirvr5412 same thing happened to me
Hey Joseph,
Since CRM results are quite positive, would you consider it to be alright to take a position in it now?
I think amazon should also clean up the scammers that are trying to sell on amazon as well.
imagine shopping from Amazon
@@DaniilDimitrov Yeah, luckily I know better than to buy the expensive stuff on Amazon.
Neeeerrrrrrddddd
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.
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.
@@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.
@@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.
But I don’t think those people can afford pro killers.
@@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.
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.
I have to be feeling frustrated before I can talk to a real human.... Good job AI
I was thinking the same thing....
My experience on Amazon as well, but the real human can finally help at least.
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
and how many jobs you can kill and force people out of a job.
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.
Jesus..... Every company is an AI company lol it's getting worrisome
I sure hope the AI CS tools is AMZNs primary focus. Their original AI customer service was horrendous and very frustrating.
It is somewhat naive to think the Texas Roadhouse post was for free. But it surely was a great deal considering the reach.
"One death is a tragedy, a million deaths are a statistic." - Joseph Stalin. Great business model, eh?
"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.
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...
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)
In the corporate world, it's hard to know who your enemies are.
If you worked in retail, you would understand how useless most employees are
“Good” for being a shareholder. For investing. On a channel based on evaluating investments.
do you live in the real world or ideologies?
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.
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.
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?
@@vliu1549 thanks for this addition, indeed Intuit another great example… Funny enough also a SBC machine, just like Salesforce.
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
@@vliu1549 thanks for the addition, yeah that is right, similar vibes and another SBC machine.
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.
Salesforce hiring 1000 people to pitch the product but not making the agents do it lol
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
They’ve been crushing it. Earnings have been great.
was great time to jump in at 450usd per share not long ago.,.. and still at 600 its decent buy
As long as Zuckerberg doesnt find a way to burn money again they'll continue to print upwards.
Amazon's AI push is intriguing, especially with their cloud dominance and resources. I'm considering adding some AI-related stocks to my portfolio, but with economic uncertainty and rising interest rates, timing feels crucial. Anyone else thinking long-term on AI investments?
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Her name is “KENIA GIORDANI BORGES”. You can research her name to find the necessary details and set up an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
I’ve found Rufus useful
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.
College education is a sham (okay maybe a slight exaggeration but not totally off base)
Same. Unfortunately most of Academic finance barely looks at financial statements
you should have taken accounting
@@Stockpickervalueoriented college can be kinda a joke ngl but it is basically the "proving grounds" for a career
I would really be looking at what your getting from college, in addition to just a piece of paper.
I find it odd that Joseph is so optimistic about Amazon's AI, but remains skeptical of Nvidia's outlook.
Can’t go wrong buying AMZN
It's such an amazing company
They really do so much
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.
@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
@@kraz007agreed but realistically nearly everything is overbought at this point tho
I love Texas Roadhouse. Going to eat there this weekend.
Probably 1000 product managers working at Amazon and the best AI support agent name they could come up with is Rufus?
What’s wrong with Rufus?
@@bossballheaddawg2588 Doofus
@@bossballheaddawg2588 it sounds like a dog name, not an AI assistant.
Rufus is the beloved Corgi that was famous for being at the office all the time in Amazons early days.
Each of them got paid 250 grand a year to come up with that
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...
Brian Thompson is the CEO of United Health 2021
Amazon AI is definitely ahead of Apple AI... err, sorry, I mean "Apple Intelligence" LOL. What a F'ing joke.
Apple is done for
Like Newton
I no longer have an Apple position. Just can’t see it long term anymore.
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
Does Qualtrim work for companies only listed in europe ?
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.
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.
@davidrawlings7325 Largely agree with you... and it annoys me both major political parties try to distort it.
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!
@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.
I still can’t believe I bought Amazon under $100 a share.
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.
I hope they don't
ASML or Qualcomm stock?
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.
Probably is the same.But they don't want to admit it how behind in AI play they are.
its probably going to sell me cheap chinese scam products
Can't find any reason why anyone would target Thompson... uh... have you ever had to deal with health insurance?
Yeah exactly, Joseph is so out of touch lol
Thanks Joseph for your thoughts, please know this is appreciated.
What are you’re thought on Amd? I have a small size in them and wonder what your thoughts is?
I thought Amazon A.I was already exposed to be a sweatshop in India 🤔
That was incorrect, hype reporting. The workers in India were auditing the transactions.
_"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."_
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.
What about the insider trading of UHC stock to the tune of 13+ mil. not to mention the denials of care. Actions have consequences.
Great research!
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.
This is so much better than videos about the markets valuation
Saying that Amazon is an AI Leader is crazy. You have No CLUE how ai works.
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.
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
So what price target are we looking at for AMZN this time next year?
What you think of Sentinel One?
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.
Toast $TOST down 10%. Thoughts, Joseph?
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.
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.
@@JosephCarlsonShowi love your investment advice
Love me some toast long term. It’s my loose change stock. Bought more today!
Josh Brown exited Toast. Find his video. All software is up a lot, don't chase.
If Agents are so great, why is Salesforse hiring 1000 people to sell? Can't they use Agents instead to cut costs?
I thought they said CEO of UnitedHealthCare.
Yes ceo
@@musicloveranthonyandrew whitty is their ceo
@ ohhh good call - you’re right
Don't forget their announcement with Palantir today too.
Palantir will be the heart of America.
Palantir will be deeply integrated into American businesses and government agencies that people will start to FOMO.
The sizing thing is amazing!
why are you so sure JJ Watt tweeted that for free?
I think that JJ Watt might own a couple shares from Texas Roadhouse.. but who knows..
500 basis points means...5% more customer satisfaction in exchange for about 10x the compute power.
Truly revolutionary.
500 basis points sounds way cooler though 😂
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).
@@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).
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
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.
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.
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
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.
I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I already use Google Lens pretty often to figure out what an item is. Will how to see how Amazon's lens product compares.
There’s nowadays an ai model for each company. That’s not important news.
0:18 and Nova Scotia
Will Rufus allow me to virtually try on clothes and shoes? Buying clothing online sucks and now there are no stores left.
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.
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.
i buy clothes online all the time. if u know ur measurements its not that bad tbh.
In alibaba you have your body mesures online they propose you always based on this
Qualtrim for US is amazing but could you, please, add foreign countries, like EU?
Still waiting anti monopoly government acting on Amazon enormous power
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.
he does, both his portfolios outperformed SPY. but not by much
@ 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?
Joseph the world is CRAZY
Your dividend portfolio link has to be updated to your new holdings/percentages
I think that amazon is the one designing these chips, but im not sure....
@22:13 This means that this means that
Joseph must be an AI agent
23:50 not more narrow but narrower, grammar mistake comparative adjectives
AMD is going to break the monopoly first. Everyone is sleeping on chiplets.
Thoughts on smh?
Banana Republic asks you what clothes from other retailers fits you and gives you the sizing.
So they did an apple and just buy their ai from anthropic and pretend they did it.
Kay.
Jasse is in beast mode 📳
Now. Amazon lens is a great feature!
I need to try it
Look for an astronaut with a diaper that was staking out the area!
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.
Hey man, can you start adding captions to your videos? My parents are deaf and I wanna show these to my dad.
there is no subtitles 😢
After the presentation I just want to go All-in On Amazon
Love the analysis but not all the advancements are "generative" ai
First - Joseph you're a DAWG
Nope. third.
@guerro327 damn lmao how do y'all do this
Nice profolio
Consistently, very impressive content. Thank you.
If AI doesnt go as expected are we screwed?
Yaaay Ai agents stealing jobs. What a fantastic future we are in for. At least if you are a billion dollar corp.
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.
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.
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
Was just at DEALBOOK, Did Bezos say anything that may give you / US a heads up???
Check with the FBI on who killed Thompson. 🤔 Sure he was going to whistleblow on shenanigans.
🙏🏼
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
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)
Amazon working with palantir and u skipped that lol. Pltr and amazon is huge
Bet they will split off Nova.
Now thats a good ad campaign by eBikes..
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 ?
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.
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.
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.
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.!!
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
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.
Joseph, Amazon is top of the top!