Josh Brown

speaker
8,054 appearances 21 recordings 2 series first heard Feb 2026 last heard 7 Aug

Josh Brown’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
6 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

Appearances

newest first · ▶ plays the moment
If you were just looking at the fundamentals, it was really good.
And the street hated it.
And it gapped on 6%.
It has been up in the next three trading sessions.
I think you're going to see something similar out of Meta.
I think the reals monetization is going to be insane.
up 30% year over year.
I think it's going to be a monster number.
But I don't think it's going to matter right now, because the only thing that investors seem to be focused on right now is CapEx and free cash flow.
And one's going higher, the other's going lower.
So I think they're going to punch the stock at the open.
Even though they're not pulling back.
I suppose you could have it both ways where they hate it either way.
But I think if they said they're just maintaining, I think the stock goes up 10%, maybe more.
Because, dude, the business is on fire.
And it's trading at 16 times forward earnings.
I don't think it would take a lot to get investors very excited.
I think the street wants that.
Nobody is saying that.
I suppose somebody would have to be the first by definition.
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