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

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

Appearances

newest first · ▶ plays the moment

The Compound and Friends · AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal · 28 Jul 2026 podcast

And I will present to you as exhibit A, Expedia and Charles Schwab.

Remember the, okay, so Expedia, why would you need this website when you have AI?

Okay, new all-time high.

Remember when Hazel was going to kill Schwab and we love Hazel, we use Hazel, we love Altruist, we use Altruist, but I think we all joked at the time.

So that trade is now over.

And we had a monster, monster two-day change in software outperforming semiconductors.

And this is only IGV.

And IGV includes Palantir, and it includes Oracle and Microsoft.

If you were to just isolate the horizontal software names that were supposedly dead, like Salesforce and Workday and ServiceNow, again, two names that I own,

If you were to just look at this, the two-day change looks even more extreme.

One thing that I thought was worth pointing out, if you would like to be cautious on the market, is Staples ripping is not like awesome.

You don't love to see that.

Well, guess what?

Staples gapped higher by, I don't know, three or 4% and closed on the dead lows of the day.

So the resilience of the market, it's just I am beyond impressed.

All right, let's continue the semi-crash conversation.

So there has been a monster unwind, just a disgusting unwind in SanDisk and our sweet Western Dig and Micron and all these things that we've been talking about that we own.

So this was a necessary unwind.

It's not fun for anybody involved.

But look at this chart.

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