Joseph Carlson: a call under review

Said on Feb 7, 2025, at 14:57 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“for for Amazon I think it's closer to 260 I think all of these companies should be meaningfully higher while at the same time investors are selling them down”
Watch at 14:57Why Everyone Is Selling Big Tech
Predictiona call under review
What happened
Not scored

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

The window it was checked over

AMZNWindow checkedTarget named
$160$180$200$220$240$260$280Aug 2024Dec 2024Apr 2025Aug 2025Dec 2025Apr 2026Target $260.00Said on Feb 7, 2025
$150$200$250$300Aug 2024Mar 2025Sep 2025Apr 2026Target $260.00Said on Feb 7, 2025

AMZN closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

Result at every window

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How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

What was said around it

customers and new customers for this infrastructure so they're investing on a very predictable basis of future demand the Investments In This Cloud infrastructure are not risky and unreliable they're highly predictable and all three of these companies are in agreement that they have significant demand in the future and they need further capacity to fulfill it so in terms of how I feel after these earnings reports for all three of these companies I believe the fair value and intrinsic value of each one has increased and for for Amazon I think it's closer to 260 I think all of these companies should be meaningfully higher while at the same time investors are selling them down so as far as I'm concerned this is a buying opportunity for all three of these companies the one that I think is the most Fair valued is Microsoft it's trading closest to its range I think that Google is still meaningfully undervalued especially after this trade down and I still believe that Amazon is meaningfully undervalued again both of these companies I own significant stakes in but I think the future is brighter today than it was before this earnings report and the fact that they feel so confident in reinvesting

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