Josh Brown

And they both reported

one day apart from each other.

If you actually look at what these companies had to say, their outlooks for this year went up.

Shake Shack actually raised their store count growth estimate for a full year.

They had a surprise loss because beef and paper costs and the stock felt, I'm going to say 40% all in.

I think it's like 38% over four days or something insane like that.

But there's a lot of stocks like that.

Toast is down, Toast fell 14% after reporting, then 4%, then another 4% because why not?

They literally had nothing but bullish things to say.

But if you miss one metric, whisper number, it's like, so Kramer said this morning, I forget who he was talking about, but he was saying, we love the stocks we love too much.

And we hate the stocks.

We hate way too much.

Like, like that was his comment.

And I think that's like anecdotally for me, I think that's sort of right.

Yeah.

So if you're in that group of stocks that has the AI CapEx wind at your back,

and you have momentum, like the stocks have momentum,

They're being way overly loved, with the exception, obviously, today of the memory chips, which looks like so far it was a one-day event.

And then other stocks, like, dude, you can't say even one iota of negativity on one of these calls or caution.

They will rip your stock.