Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
Josh pulled out a UBS report, a bearish UBS report.
He took their side.
I think I was right on that one.
I looked at this last week.
I was doing it this week, but there's too much else to talk about.
Microsoft, the relative weakness in Microsoft is insane.
it hit a it hit a like multi year low, if you divide Microsoft by spy or queues.
And there are so tied into the AI trade with all of their investments that they're making.
I wonder what the market is thinking with Microsoft.
Are they just like the ultimate software will get disrupted company?
But that's working.
Look at Oracle.
Oracle is ripping because I think the market is saying, hey, that freak out that we had about that five-year, $300 billion commitment, actually, maybe they're good for it.
So I don't know exactly what's going on with Microsoft.
But Matt, what's this chart that you made?
Is this worth sharing or skip it?
Which one?
The IGV one?
The best month ever?
After the global intelligence crisis.