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.

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recordings per month · last 12 months

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

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That is for sure.

Where are we going next?

I totally agree with you.

We're not going to gain 15% or 10% from here without the hyperscalers participating.

They're too big.

And their vendors and all the stocks that sell to them.

The good news is there is a lot of room for catch up.

Because these names, not Google, but a lot of these names, Microsoft, Meta's acting OK.

But they've been beat to shit.

And they've lagged so dramatically.

So we need them to start going.

I don't even know what the backlog is when they talk about the backlog for the cloud.

It's like the orders that they can't fill?

It's the blue magic.

Yeah, I like the way you laid that out.

I am curious to see three things.

I want to see how Search is doing as a standalone.

You mentioned that.

It's still growing 13%.

I'm curious to see if there's any deterioration from what they're doing with Gemini.

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