Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
That's JC quoting Luis Yamada.
I love that chart.
I mean, listen, obviously we know what's driving it.
Samsung and SK Hynix are huge components.
This is an AI trade.
It's very, it's so funny how that happens.
EM is now an AI trade, but it is.
So where AI goes, EM will follow.
But yeah, it looks great.
Gotta be long.
All right, what else you got?
Are you saying Host Hotels and Resorts is the next Nvidia?
I love both of these.
Try it back on for a second.
I don't really... So the head and shoulders pattern is one that you see in textbooks, not in real life, although this looks pretty clean.
And the reason why I like this so much is, or this idea is, these are psychological patterns that repeat over and over and over again.
JC would disagree.
I don't believe there's any price memory from 2014.