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.

newest first · ▶ plays the moment

In July.

It was at 255 at the end of last month.

Four weeks.

All of this decline is in July, so I know this doesn't feel great, and hearing me say this is healthy sucks, but this was necessary.

The decks have been cleared, expectations have reset, and...

And this happened, you know?

All right, so here we go.

So the question is, what's going to happen with the earnings?

And is the forward PE too cheap?

So the forward 12 months earnings per share, I'll put to the right.

I mean, unbelievable.

There's a reason why these stocks went up 500%.

And now you have Micron trading at five times forward 12-month earnings.

SanDisk, same.

Corning, I don't know what it's at, but way lower.

And chart off.

The market's not dumb.

The market is not dumb.

It doesn't give away free money.

Mike went at six times earnings.

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