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 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.
Appearances
$46 billion of inflows into semiconductor ETFs this year alone.
Bananas.
Just obviously unsustainable.
And again, it feels shitty, but this, I'm sorry, I don't know what to tell you.
This puke was necessary.
So obviously the story in the journal yesterday, two days ago about NVIDIA being in talks with OpenAI to guarantee $250 billion in financing for data center did not help the matter.
I think investors are sort of done with the circular stuff.
And I want to read you something.
Josh, you got to get a load of this.
So, Lutnick and the Trump administration also have a lot rotting on the Ohio project.
As part of its commitment to invest in the U.S.
in return for lower tariffs, Japan agreed to invest $33 billion in a natural gas power project on federal land in Ohio that would be operated by SB Energy, which is effectively controlled by Masayoshi Son.
SoftBank is involved in this, of course.
So SB Energy has received an investment from OpenAI and SoftBank.
I'm sorry.
SB Energy has received an investment from OpenAI and SoftBank itself is one of the largest investors in OpenAI.
In March, of course, Lutnick, Sonnen, Energy Secretary Chris Wright broke ground on the data center complex.
There's so much circular activity and in-dealing happening that investors are sick of it.
It's not just aggravation.
It's financing costs.
Showing 901–920 of 8,054 · page 46 of 403
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