Josh Brown
👤 Speaker
5157
total appearances
Appearances Over Time
Podcast Appearances
The Compound and Friends
What You Need to Survive a Bull Market
And there are so tied into the AI trade with all of their investments that they're making.
The Compound and Friends
What You Need to Survive a Bull Market
I wonder what the market is thinking with Microsoft.
The Compound and Friends
What You Need to Survive a Bull Market
Are they just like the ultimate software will get disrupted company?
The Compound and Friends
What You Need to Survive a Bull Market
But that's working.
The Compound and Friends
What You Need to Survive a Bull Market
Look at Oracle.
The Compound and Friends
What You Need to Survive a Bull Market
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.
The Compound and Friends
What You Need to Survive a Bull Market
So I don't know exactly what's going on with Microsoft.
The Compound and Friends
What You Need to Survive a Bull Market
But Matt, what's this chart that you made?
The Compound and Friends
What You Need to Survive a Bull Market
Is this worth sharing or skip it?
The Compound and Friends
What You Need to Survive a Bull Market
Which one?
The Compound and Friends
What You Need to Survive a Bull Market
The IGV one?
The Compound and Friends
What You Need to Survive a Bull Market
The best month ever?
The Compound and Friends
What You Need to Survive a Bull Market
After the global intelligence crisis.
The Compound and Friends
What You Need to Survive a Bull Market
Oh, that's John's.
The Compound and Friends
What You Need to Survive a Bull Market
Skip it.
The Compound and Friends
What You Need to Survive a Bull Market
Skip it.
The Compound and Friends
What You Need to Survive a Bull Market
We'll move on.
The Compound and Friends
What You Need to Survive a Bull Market
All right.
The Compound and Friends
What You Need to Survive a Bull Market
All right.
The Compound and Friends
What You Need to Survive a Bull Market
Let's do some mega IPO stuff.