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00:00 Intro
01:44 The Potential Glut In Demand
13:37 The Current Set Up For NVIDIA
19:42 Insiders Selling, Not Buying
20:38 The Market Melt Up
23:00 Boeing Pleads Guilty
26:20 Paramount Merger

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About Joseph Carlson:

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