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Palantir exhibits strong fundamentals with a 60% increase in revenue over the past year (from $2.9 billion to $4.5 billion), a remarkable 200% surge in operating margin (from 10.8% to 31.6%), and significant growth in free cash flow (+84%), assets (+40%), and cash (+40%), alongside a 4% reduction in debt. Despite this impressive performance, the stock has lagged the S&P 500 over the past year and trades significantly below its 52-week high, indicating a market misunderstanding. Institutional shareholders have actively increased their holdings by 85% over the past three years, signaling 'smart money' conviction. This combination of improving business quality, undervalued pricing, and institutional accumulation while retail sentiment is shaky, identifies Palantir as a prime investment opportunity.

The host is bullish on Meta Platforms, highlighting its successful integration of AI for video ad generation. Meta's new video generation tools are already generating a $10 billion run rate in Q4, significantly outpacing overall ad revenue growth. This capability allows Meta to lower the barrier for advertisers to create content directly on its platform, strengthening its moat in advertising. With its vast data and distribution network, Meta is strategically positioned to benefit from the convergence of content creation and ad automation through AI.

Meta Platforms is identified as a highly attractive investment opportunity, despite a recent market correction. The company reported stellar Q4 results with accelerating revenue growth projected to reach 30% in Q1. Meta is generating record operating cash flow and achieving positive returns on its capital expenditures, primarily driven by successful AI integration that is significantly boosting user engagement, ad performance, and enabling new product innovations like AI agents and Ray-Ban Meta Glasses. Both internal analysis and external endorsements, such as Bill Ackman's investment thesis, highlight Meta's strong positioning for long-term earnings growth, with current valuation suggesting significant undervaluation.

NVIDIA maintains a dominant position in the AI market, driven by its advanced GPUs and the comprehensive CUDA software ecosystem, which creates significant barriers for competitors. The company consistently reports robust data center revenue growth, expanding gross margins, and a strong backlog for its AI chips, indicating sustained high demand. While traditional valuation metrics might suggest the stock is expensive, the host believes its strong forward earnings growth, continuous reinvestment in R&D, and vast total addressable market in AI justify current multiples. Additional growth levers include its Omniverse platform and the automotive segment. The host expresses a highly bullish sentiment, recommending buying the stock on any dips.

Amazon has demonstrated strong business improvement over the past five years, with revenue increasing by 80% from $400 billion to $716 billion (projected 2026), cash up 46%, assets up 154%, and operating margins nearly doubling from 5.9% to 11.2%. Despite this robust fundamental growth, the stock's price-to-sales ratio has only increased by 6.2%, and its forward P/E has actually dropped by 12.5%, leading to a significant 64% lag behind the S&P 500. The perceived issue of high capital expenditures and low free cash flow is deemed a misunderstanding, as it represents strategic investment in AWS and cloud infrastructure, positioning Amazon for continued dominance in the AI era. This disparity between strong underlying business performance and stagnant stock pricing presents a generational buying opportunity for patient investors.

AMD is recognized as a competitor to NVIDIA in the AI space with its MI300X chips, which offer competitive performance on a per-chip basis. However, AMD faces substantial challenges in disrupting NVIDIA's stronghold due to the latter's established CUDA software ecosystem and first-mover advantage, making integration difficult for customers. While AMD is expanding its market share from a relatively small base and demonstrates strength in other areas like CPUs and gaming GPUs, it is perceived as playing catch-up in the high-end enterprise AI training market. The host concludes that AMD does not pose an existential threat to NVIDIA's AI dominance in the near term and maintains a neutral stance regarding AMD's specific prospects in AI.

Microsoft is presented as a strong investment opportunity, despite its stock price being down 2% over the last 12 months, significantly lagging the S&P 500's 12% gain. The company's fundamentals are robust, with revenue up 15%, operating margin at a healthy 45% (+3%), assets increasing by 21%, cash by 25%, and debt reducing by 10%. Furthermore, its forward P/E and price-to-sales ratios have decreased by 10% and 5% respectively year-over-year, making it cheaper despite improved performance. The market's skepticism regarding Microsoft's dependence on OpenAI, regulatory concerns, and 'AI fatigue' is viewed as a misunderstanding. Microsoft is positioned as a cloud giant with strong distribution, capable of leveraging the AI revolution through its Azure services and extensive business software, irrespective of individual large language model commoditization. The current valuation does not reflect its strong market position and future growth potential.

Brookfield Corporation demonstrated strong underlying operating results in Q4 2025, with distributable earnings before realizations increasing by 11% year-over-year for the full year. The underlying asset management and wealth solutions segments showed robust growth, with fee-related earnings up 22% and wealth solutions' distributable earnings up 24%. The company is strategically focused on long-term infrastructure investments, particularly in power generation to support the growing AI industry, securing significant partnerships with major tech firms. Management projects a re-acceleration of earnings in the second half of 2026, with 17-25% CAGR in distributable earnings expected through 2030, exceeding previous targets. The host believes the stock is currently undervalued despite trading near all-time highs, with a discounted cash flow analysis indicating significant upside potential, and maintains a strong bullish stance, planning to add to his position on any corrections.

The US Dollar has experienced significant degradation, losing 96% of its purchasing power since the Federal Reserve's creation in 1913. The speaker highlights the government's escalating debt servicing costs, now exceeding the entire military budget, and the Federal Reserve's money printing policies as drivers of this quiet erosion of wealth. While not predicting an immediate collapse, the analysis indicates a slow but steady transfer of wealth from cash holders to asset owners, noting that the dollar is past the average lifespan of a reserve currency.

S&P Global is seen as a business with a strong, deep moat based on proprietary data and extensive manual data collection, which the host believes is not easily disrupted or replicated by artificial intelligence. Despite this, the stock has experienced significant selling due to market fears surrounding potential AI disruption. The host suggests the market is currently overreacting to the AI narrative for this particular company.

The host expresses a bearish sentiment on Walmart due to its extremely high valuation, with a trailing P/E of 46.63 and a forward P/E of 46.40. This is considered excessive given its relatively slow growth, with both revenue and earnings compounding at approximately 5% annually over the last five years. Despite being perceived as a "safe" stock during market rotation, its current stock price appears significantly overvalued based on its fundamentals.

The host is bearish on Costco due to its "extremely, extremely high" valuation multiples, with a trailing P/E of 54.45 and a forward P/E of 48.27. Although Costco exhibits stronger growth than Walmart, with revenue compounding at about 10.5% and earnings at 15.6% annually since 2020, this valuation is still deemed excessive for its growth profile.

PepsiCo receives a bearish rating from the host due to its high valuation (trailing P/E of 27.58) coupled with negligible underlying business growth. Its revenue has only compounded by approximately 1.7-3% annually in recent years, with earnings remaining largely flat over the past 13 years. Furthermore, sales volume has been declining since 2022, indicating that recent revenue increases are primarily attributable to price hikes rather than organic growth, which is viewed as an unfavorable trend.

Intuit is viewed bullishly as a stock that Joseph Carlson, and by extension the host, believes is a compelling "dip buying opportunity." The rationale is that Intuit is trading at its lowest valuation in over a decade and operates within a highly regulated and compliance-heavy industry. This makes its products and services particularly difficult for AI to disrupt or threaten, suggesting a more resilient business model against the current AI-driven market fears.

The host expresses a bearish outlook on Adobe, perceiving it as a software company highly susceptible to AI disruption. He notes that despite the stock now trading below his initial purchase price from 2022, he is not actively buying. The core reasoning is that AI-generated content tools are rapidly improving and becoming more accessible, which is expected to reduce the total addressable market for traditional editing software like Adobe's. This technological shift poses a significant long-term risk to Adobe's business model.

The host expresses a strong bullish sentiment towards Constellation Software, believing that its business model is highly resilient to artificial intelligence disruption and is, in fact, well-positioned to benefit from AI. He highlights that software vendors themselves are ideally suited to leverage AI for creating new code and enhancing their offerings, which aligns perfectly with Constellation Software's strategy. This robust positioning gives CSU and its family of stocks a significant advantage in the evolving technological landscape.

This ETF is recommended for 'Growth Optimist' investors whose portfolios are heavily concentrated in US tech and growth stocks. VXUS offers crucial geographic diversification by investing in over 8,000 global stocks outside the US, spanning various sectors like healthcare, materials, industrials, and consumer goods. It is presented as a value play, trading at a 22% discount to US stocks, and provides currency diversification, which can protect against a weakening US dollar. The fund previously outperformed US stocks with a 32% return.

The Invesco S&P 500 Equal Weight ETF is suggested for investors who might mistakenly believe their VOO (S&P 500) heavy portfolio is diversified, but it's actually concentrated in a few mega-cap tech stocks. RSP addresses this by equally weighting all 500 companies in the S&P 500, reducing concentration risk and providing greater exposure to smaller and mid-sized companies and value stocks. This approach historically performs better when interest rates are high or when market rotations occur out of growth names. RSP has recently shown stronger performance compared to the market-cap weighted VOO.

The Vanguard Total Bond Market ETF is recommended for 'All-Stock' investors to diversify across asset classes and mitigate volatility risk. BND holds over 11,000 bonds, including US Treasuries and corporate bonds, which are driven by interest rates and credit rather than stock market earnings, thus providing a different risk profile. Bonds tend to hold up better during recessions and can even produce positive returns when interest rates fall, as demonstrated during the pandemic crash where BND saw a positive return. It also provides a 4% dividend yield, offering a source of income and cash to buy into stocks during market downturns.

The State Street Real Estate Select Sector SPDR ETF offers 'All-Stock' investors a way to diversify beyond traditional stocks into real estate assets. This fund invests in properties like data centers, cell towers, and warehouses, generating real income from rents. While its price may track the stock market, real estate helps smooth out overall portfolio risk, rebounds quickly, and provides significant cash flow through a 3.3% dividend yield. It offers stability and income that pure stock portfolios often lack, particularly during market downturns.

Palantir exhibits strong fundamentals with a 60% increase in revenue over the past year (from $2.9 billion to $4.5 billion), a remarkable 200% surge in operating margin (from 10.8% to 31.6%), and significant growth in free cash flow (+84%), assets (+40%), and cash (+40%), alongside a 4% reduction in debt. Despite this impressive performance, the stock has lagged the S&P 500 over the past year and trades significantly below its 52-week high, indicating a market misunderstanding. Institutional shareholders have actively increased their holdings by 85% over the past three years, signaling 'smart money' conviction. This combination of improving business quality, undervalued pricing, and institutional accumulation while retail sentiment is shaky, identifies Palantir as a prime investment opportunity.

The host is bullish on Meta Platforms, highlighting its successful integration of AI for video ad generation. Meta's new video generation tools are already generating a $10 billion run rate in Q4, significantly outpacing overall ad revenue growth. This capability allows Meta to lower the barrier for advertisers to create content directly on its platform, strengthening its moat in advertising. With its vast data and distribution network, Meta is strategically positioned to benefit from the convergence of content creation and ad automation through AI.

Meta Platforms is identified as a highly attractive investment opportunity, despite a recent market correction. The company reported stellar Q4 results with accelerating revenue growth projected to reach 30% in Q1. Meta is generating record operating cash flow and achieving positive returns on its capital expenditures, primarily driven by successful AI integration that is significantly boosting user engagement, ad performance, and enabling new product innovations like AI agents and Ray-Ban Meta Glasses. Both internal analysis and external endorsements, such as Bill Ackman's investment thesis, highlight Meta's strong positioning for long-term earnings growth, with current valuation suggesting significant undervaluation.

NVIDIA maintains a dominant position in the AI market, driven by its advanced GPUs and the comprehensive CUDA software ecosystem, which creates significant barriers for competitors. The company consistently reports robust data center revenue growth, expanding gross margins, and a strong backlog for its AI chips, indicating sustained high demand. While traditional valuation metrics might suggest the stock is expensive, the host believes its strong forward earnings growth, continuous reinvestment in R&D, and vast total addressable market in AI justify current multiples. Additional growth levers include its Omniverse platform and the automotive segment. The host expresses a highly bullish sentiment, recommending buying the stock on any dips.

Amazon has demonstrated strong business improvement over the past five years, with revenue increasing by 80% from $400 billion to $716 billion (projected 2026), cash up 46%, assets up 154%, and operating margins nearly doubling from 5.9% to 11.2%. Despite this robust fundamental growth, the stock's price-to-sales ratio has only increased by 6.2%, and its forward P/E has actually dropped by 12.5%, leading to a significant 64% lag behind the S&P 500. The perceived issue of high capital expenditures and low free cash flow is deemed a misunderstanding, as it represents strategic investment in AWS and cloud infrastructure, positioning Amazon for continued dominance in the AI era. This disparity between strong underlying business performance and stagnant stock pricing presents a generational buying opportunity for patient investors.

AMD is recognized as a competitor to NVIDIA in the AI space with its MI300X chips, which offer competitive performance on a per-chip basis. However, AMD faces substantial challenges in disrupting NVIDIA's stronghold due to the latter's established CUDA software ecosystem and first-mover advantage, making integration difficult for customers. While AMD is expanding its market share from a relatively small base and demonstrates strength in other areas like CPUs and gaming GPUs, it is perceived as playing catch-up in the high-end enterprise AI training market. The host concludes that AMD does not pose an existential threat to NVIDIA's AI dominance in the near term and maintains a neutral stance regarding AMD's specific prospects in AI.

Microsoft is presented as a strong investment opportunity, despite its stock price being down 2% over the last 12 months, significantly lagging the S&P 500's 12% gain. The company's fundamentals are robust, with revenue up 15%, operating margin at a healthy 45% (+3%), assets increasing by 21%, cash by 25%, and debt reducing by 10%. Furthermore, its forward P/E and price-to-sales ratios have decreased by 10% and 5% respectively year-over-year, making it cheaper despite improved performance. The market's skepticism regarding Microsoft's dependence on OpenAI, regulatory concerns, and 'AI fatigue' is viewed as a misunderstanding. Microsoft is positioned as a cloud giant with strong distribution, capable of leveraging the AI revolution through its Azure services and extensive business software, irrespective of individual large language model commoditization. The current valuation does not reflect its strong market position and future growth potential.

Brookfield Corporation demonstrated strong underlying operating results in Q4 2025, with distributable earnings before realizations increasing by 11% year-over-year for the full year. The underlying asset management and wealth solutions segments showed robust growth, with fee-related earnings up 22% and wealth solutions' distributable earnings up 24%. The company is strategically focused on long-term infrastructure investments, particularly in power generation to support the growing AI industry, securing significant partnerships with major tech firms. Management projects a re-acceleration of earnings in the second half of 2026, with 17-25% CAGR in distributable earnings expected through 2030, exceeding previous targets. The host believes the stock is currently undervalued despite trading near all-time highs, with a discounted cash flow analysis indicating significant upside potential, and maintains a strong bullish stance, planning to add to his position on any corrections.

The US Dollar has experienced significant degradation, losing 96% of its purchasing power since the Federal Reserve's creation in 1913. The speaker highlights the government's escalating debt servicing costs, now exceeding the entire military budget, and the Federal Reserve's money printing policies as drivers of this quiet erosion of wealth. While not predicting an immediate collapse, the analysis indicates a slow but steady transfer of wealth from cash holders to asset owners, noting that the dollar is past the average lifespan of a reserve currency.

S&P Global is seen as a business with a strong, deep moat based on proprietary data and extensive manual data collection, which the host believes is not easily disrupted or replicated by artificial intelligence. Despite this, the stock has experienced significant selling due to market fears surrounding potential AI disruption. The host suggests the market is currently overreacting to the AI narrative for this particular company.

The host expresses a bearish sentiment on Walmart due to its extremely high valuation, with a trailing P/E of 46.63 and a forward P/E of 46.40. This is considered excessive given its relatively slow growth, with both revenue and earnings compounding at approximately 5% annually over the last five years. Despite being perceived as a "safe" stock during market rotation, its current stock price appears significantly overvalued based on its fundamentals.

The host is bearish on Costco due to its "extremely, extremely high" valuation multiples, with a trailing P/E of 54.45 and a forward P/E of 48.27. Although Costco exhibits stronger growth than Walmart, with revenue compounding at about 10.5% and earnings at 15.6% annually since 2020, this valuation is still deemed excessive for its growth profile.

PepsiCo receives a bearish rating from the host due to its high valuation (trailing P/E of 27.58) coupled with negligible underlying business growth. Its revenue has only compounded by approximately 1.7-3% annually in recent years, with earnings remaining largely flat over the past 13 years. Furthermore, sales volume has been declining since 2022, indicating that recent revenue increases are primarily attributable to price hikes rather than organic growth, which is viewed as an unfavorable trend.

Intuit is viewed bullishly as a stock that Joseph Carlson, and by extension the host, believes is a compelling "dip buying opportunity." The rationale is that Intuit is trading at its lowest valuation in over a decade and operates within a highly regulated and compliance-heavy industry. This makes its products and services particularly difficult for AI to disrupt or threaten, suggesting a more resilient business model against the current AI-driven market fears.

The host expresses a bearish outlook on Adobe, perceiving it as a software company highly susceptible to AI disruption. He notes that despite the stock now trading below his initial purchase price from 2022, he is not actively buying. The core reasoning is that AI-generated content tools are rapidly improving and becoming more accessible, which is expected to reduce the total addressable market for traditional editing software like Adobe's. This technological shift poses a significant long-term risk to Adobe's business model.

The host expresses a strong bullish sentiment towards Constellation Software, believing that its business model is highly resilient to artificial intelligence disruption and is, in fact, well-positioned to benefit from AI. He highlights that software vendors themselves are ideally suited to leverage AI for creating new code and enhancing their offerings, which aligns perfectly with Constellation Software's strategy. This robust positioning gives CSU and its family of stocks a significant advantage in the evolving technological landscape.

This ETF is recommended for 'Growth Optimist' investors whose portfolios are heavily concentrated in US tech and growth stocks. VXUS offers crucial geographic diversification by investing in over 8,000 global stocks outside the US, spanning various sectors like healthcare, materials, industrials, and consumer goods. It is presented as a value play, trading at a 22% discount to US stocks, and provides currency diversification, which can protect against a weakening US dollar. The fund previously outperformed US stocks with a 32% return.

The Invesco S&P 500 Equal Weight ETF is suggested for investors who might mistakenly believe their VOO (S&P 500) heavy portfolio is diversified, but it's actually concentrated in a few mega-cap tech stocks. RSP addresses this by equally weighting all 500 companies in the S&P 500, reducing concentration risk and providing greater exposure to smaller and mid-sized companies and value stocks. This approach historically performs better when interest rates are high or when market rotations occur out of growth names. RSP has recently shown stronger performance compared to the market-cap weighted VOO.

The Vanguard Total Bond Market ETF is recommended for 'All-Stock' investors to diversify across asset classes and mitigate volatility risk. BND holds over 11,000 bonds, including US Treasuries and corporate bonds, which are driven by interest rates and credit rather than stock market earnings, thus providing a different risk profile. Bonds tend to hold up better during recessions and can even produce positive returns when interest rates fall, as demonstrated during the pandemic crash where BND saw a positive return. It also provides a 4% dividend yield, offering a source of income and cash to buy into stocks during market downturns.

The State Street Real Estate Select Sector SPDR ETF offers 'All-Stock' investors a way to diversify beyond traditional stocks into real estate assets. This fund invests in properties like data centers, cell towers, and warehouses, generating real income from rents. While its price may track the stock market, real estate helps smooth out overall portfolio risk, rebounds quickly, and provides significant cash flow through a 3.3% dividend yield. It offers stability and income that pure stock portfolios often lack, particularly during market downturns.