Uber $UBER, Meta $META, Netflix $NFLX: 3 Stocks Joseph Carlson Is Buying Now

When YouTube finance creator Joseph Carlson dropped his latest video this week, the thesis was blunt: the market is mispricing $UBER, $META, and $NFLX, and the bearish narratives driving each one lower don't hold up under scrutiny. With the S&P 500 hovering near record highs and oil chaos dominating the macro conversation, it's easy to miss stock-specific setups quietly building underneath the surface.

Start with $UBER, which Carlson calls his most compelling pick. The stock trades at roughly 20x forward earnings while delivering nearly 20% revenue growth and a 4% normalized free cash flow yield. The bear case centers on Waymo and autonomous vehicle disruption, but Carlson argues that narrative badly underestimates Uber's global network density advantage. Waymo works in a handful of US cities. Uber operates in virtually every market on earth. That moat doesn't evaporate overnight. The X community has been louder on Waymo risk than the fundamentals justify, and Carlson's pushback resonates.

On $META, the debate is about capital expenditure. Mark Zuckerberg is spending aggressively on AI infrastructure, and plenty of investors are treating it like a red flag. Carlson flips that framing entirely: the spend is about avoiding dependency on OpenAI and Anthropic as third-party gatekeepers. If Meta doesn't build its own AI stack, it hands pricing power to competitors. That's a strategic necessity, not a vanity project. YouTube finance channels broadly agree that Meta's AI positioning is strong, even if the quarterly capex numbers sting in the short term.

Then there's $NFLX, which has quietly become the most overlooked mega-cap in the conversation. While Hormuz headlines and Nvidia partnership deals ate up the oxygen this week, Netflix has been grinding higher on subscriber momentum and ad-tier growth. Carlson doesn't go deep on specific numbers here, but the broader sentiment on YouTube finance skews bullish: the password-sharing crackdown payoff is still running, and the ad business is in its early innings.

The macro backdrop this week isn't exactly hospitable. Oil is above $87 a barrel, inflation data drops Wednesday, and a 40% market-implied probability of a September rate hike is sitting in the background. That context matters for all three names: rate-sensitive growth stocks face headwinds when yields spike. But if Graham Stephan's read is correct that stocks rise 76% of the time in the six months after a hike, the dip is a feature, not a bug.

Three well-known names, three misunderstood stories, and one analyst willing to be specific about exactly why he's buying them. In a week dominated by geopolitical noise, that kind of clarity is its own form of edge.