Downtown Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
Do you think it could be that dire for a lot of software businesses?
Like we basically ended up with two newspaper companies probably left?
Okay.
So you think that's a- Well, you got it.
It's appropriate.
Can we talk about chips a little bit?
Sure.
Okay.
How outrageous is this on the scale of 1 to 10, what we've seen go on?
I'm not saying, like, talk down the SMH, but, like, some of the moves.
I think Intel's up 100% this year.
Daniel, chart 11.
Or more.
Some of the moves, not for you to comment individually on the stocks, but like this seems sort of unsustainable.
And the answer is yes.
When you see this earnings expectation, let's just take Micron, $9 to $85.
The majority of the growth is not selling more units?
It's prices.
What disrupts that?
You're not going to get a new memory chip company spring up, are you?